Modern Analytics As a small independent manager with a lean tech stack, Thompson Investment Management could benefit from a modern portfolio analytics and reporting platform that integrates client data, performance analytics, and automated reporting to support growth and compete with larger RIAs.

Retirement Channel They actively manage company-sponsored retirement plans, presenting a channel for outsourcing fiduciary advisory, plan administration, and vendor management services to streamline plan operations for business owners and HR teams.

Growth Marketing With a mid-size team and diverse client base, there is opportunity to partner on client acquisition via white-label marketing, CRM enablement, and targeted campaigns to reach individuals, families, foundations, and institutions.

Security & Compliance As they handle sensitive financial data, offering security assessments, SOC 2 readiness, and ongoing compliance tooling can differentiate and reduce risk while enabling tighter vendor relationships.

Research Partnerships Their equity investments, including positions in infrastructure assets, suggest openness to research and data services; propose exclusive research, data feeds, portfolio screeners, or fund operations support to amplify capabilities and accelerate fund launches.