Founder-Led.
Principal Attention on Every Engagement.

Founder & CEO

Isaac Tessier, CFA

Isaac founded Platform Scale Partners to bring a more specialized, informed, and relationship-driven approach to executive search, advisor recruiting, M&A advisory, and succession planning across the wealth management industry.

With experience across RIA M&A, wealth management, and executive search, Isaac has played a key role in more than 15 completed RIA transactions involving firms that manage billions in client assets. His background spans transaction execution, strategic evaluation, and advisor/team assessment, giving him a practical understanding of the decisions firms and advisors face when recruiting key talent, evaluating succession options, transitioning to a new platform, or planning for the next stage of growth.

Isaac holds a Bachelor of Science in Economics with a minor in Mathematics from the University of Minnesota and is a CFA® charterholder. Originally from Minnesota, Isaac moved to Florida in 2025. Outside of his professional life, he enjoys staying active by playing basketball, testing his strategic skills at the poker table, and caring for his two pet axolotls.

Operations Manager

Chloe Voss

Chloe serves as Operations Manager at Platform Scale Partners, supporting the firm's day-to-day execution across client engagement, internal processes, research coordination, scheduling, and project management. She helps ensure that each search, advisory mandate, and transition process moves efficiently, professionally, and with the level of discretion expected in the wealth management industry.

In her role, Chloe works closely to maintain organization across active client relationships, candidate pipelines, advisor conversations, and firm operations. Her attention to detail, responsiveness, and process-driven approach help Platform Scale Partners deliver a polished, high-touch experience to RIAs, family offices, advisors, and wealth platforms navigating important hiring, succession, M&A, and transition decisions.