Richey May vs Falcon Capital Advisors
Advisory & Consulting head-to-head · axis by axis, same rubric for both
Richey, May & Co., LLP and RM Advisory LLC (F3 Partners backed)
Falcon Capital Advisors
| Axis | Richey May | Falcon Capital Advisors |
|---|---|---|
| Production impact | 4.4 | 2.8 |
| Functionality & depth | 4.5 | 2.8 |
| Integrations & ecosystem | 3.2 | 1.8 |
| Adoption & support | 4.4 | 2.8 |
| Return on spend | 3.7 | 2.8 |
| Overall | 4.0 | 2.5 |
Richey May wins 5 of 5 axes. Same rubric, same weights, no sponsorships.
What the rubric says
Richey May and Falcon Capital Advisors are both scored in Advisory & Consulting. Richey May carries an overall of 4, Falcon Capital Advisors an overall of 2.5. The widest gap between them is Functionality and depth, at 1.7 of a point. That axis measures whether it handles the messy loans and not just the clean file. Richey May takes it, 4.5 to 2.8.
Where the five axes separate
On Functionality and depth the record favours Richey May, 4.5 against 2.8. On Production impact the record favours Richey May, 4.4 against 2.8. On Adoption and support the record favours Richey May, 4.4 against 2.8. On Integrations and ecosystem the record favours Richey May, 3.2 against 1.8. On Return on spend the record favours Richey May, 3.7 against 2.8.
In Advisory & Consulting the rubric weights Integrations and ecosystem heaviest, at 30 percent. That is why the two overalls sit where they do.
How the weights turn axes into a score
Production impact carries 25 percent of the Advisory & Consulting score. It measures whether the tool moves volume, pull-through or cycle time. Functionality and depth carries 25 percent of the Advisory & Consulting score. It measures whether it handles the messy loans and not just the clean file. Integrations and ecosystem carries 30 percent of the Advisory & Consulting score. It measures how well it reaches the rest of the stack. Adoption and support carries 10 percent of the Advisory & Consulting score. It measures whether the team adopts it and gets unstuck. Return on spend carries 10 percent of the Advisory & Consulting score. It measures what the spend returns, which is not the same as being cheap.
Pricing posture
Richey May does not publish pricing. Its listed model is quote only, fee structure not published. Falcon Capital Advisors does not publish pricing. Its listed model is quote only, fee structure not published.
Deployment and who each one targets
Segment focus for Richey May: Independent mortgage banks of all sizes. Segment focus for Falcon Capital Advisors: Lenders and government agencies pursuing digital closing. The two entries name different buyers.
What each record credits
Richey May: Over 600 employees and 50 partners, the deepest bench here. Richey May: Lender compensation survey and peer benchmarking data. Richey May: Audit, tax, technology and cyber under one firm cuts coordination cost. Richey May: CPA independence rules impose real constraints on attest clients. Falcon Capital Advisors: Real specialist depth in eClosing and MERS eRegistry work. Falcon Capital Advisors: Government and agency experience alongside lender work. Falcon Capital Advisors: Discloses its vendor-side work openly on its own site.
What each record holds against them
Richey May: Sells SOC audits to the same vendors lenders ask it to evaluate. Richey May: Analytics offering rides on one named vendor platform. Richey May: Private equity backed since 2025, which changes incentives. Richey May: Owns acquired technology businesses, so it sits partly on the vendor side. Falcon Capital Advisors: Advises lenders on vendor selection while advising those same vendors. Falcon Capital Advisors: Holds a certification role over product categories it advises. Falcon Capital Advisors: No conflict management or independence statement published. Falcon Capital Advisors: Basic facts like founding year and ownership are not published.
Which one fits which shop
Best fit for Richey May: Lenders wanting one firm across audit, tax and technology. Best fit for Falcon Capital Advisors: eClosing and eVault programs specifically.
What each entry concludes
Richey May: Richey May has a large bench, and the broadest service range. Richey May: That is both the appeal and the problem. Richey May: It sells technology advisory to lenders while selling SOC audits to the vendor population. Richey May: Its analytics product is built on a single named technology partner. Richey May: It publishes lender guidance on using SOC reports for vendor management. Falcon Capital Advisors: Falcon pairs genuine digital closing depth with the most conflicted structure in this category. Falcon Capital Advisors: Its own services page says it advises lenders on vendor selection and advises technology providers on building. Falcon Capital Advisors: It also works with MISMO to certify eMortgage technology providers. Falcon Capital Advisors: All three roles are disclosed by the firm. Falcon Capital Advisors: No conflict management statement accompanies them.
The short answer
Richey May finishes ahead on the published rubric, 4 to 2.5. The margin comes mostly from Functionality and depth. Same rubric, same weights, no sponsorships.
Both tools are scored on the same weighted rubric, production impact carries the most weight. Comparisons are never sponsored. Disclosure →