Boutique Assets Independent Richmond based investment firm with a focus on alternative investments and diversification. Opportunity to introduce advanced portfolio analytics, risk management tools, and institutional-grade research platforms tailored for smaller asset managers.

Regulatory Alignment Registered as an SEC Investment Advisor and CFTC Commodity Trading Advisor. Potential fit for compliance automation solutions, regulatory reporting, and custodian integrations to streamline ongoing oversight for a dual-licensed advisory business.

Tech Stack Current stack includes Snowplow, AWS, Zendesk, Marketo, Heap, Qualtrics, Airtable. Indicates openness to cloud-based, analytics, CRM marketing automation, and data collection tools; sales outreach can emphasize interoperability, data-driven marketing, and scalable client onboarding.

Growth Signals Revenue in the mid single digits with a lean team. Growth opportunities exist for fractional or outsourced services such as IT security hardening, outsourced CIO, and managed operations to support expansion without expanding headcount.

Market Positioning Specializes in alternative investments with an emphasis on low correlation strategies. Sell-side opportunities include due diligence platforms, performance analytics, and allocator-ready reporting solutions to enhance client presentations and fundraising efforts.