Small team, broad stack Carret and Company LLC is a small software development firm with 2-10 employees, yet it maintains a diverse tech stack including Amazon Web Services, Google Cloud, Drupal, Wix, and Microsoft 365, indicating potential needs for scalable cloud services, maintenance, and integration support.

Startup to SB growth With revenue reported under $1M and recent activity around asset management offerings, there may be a trajectory from a lean startup phase toward more formalized enterprise solutions, creating opportunities for affordable, phased software deployments and security/compliance services.

Publicity leads Recent news mentions Carret Asset Management and 13F holdings reports, signaling active client-facing financial tooling and reporting needs that could translate into CRM, data visualization, or regulatory reporting software enhancements for finance-focused teams.

Strategic leadership Past leadership changes in Carret Asset Management and advisory board developments suggest openness to consulting, governance, and technology advisory services, offering a pathway for strategic IT consulting and platform optimization engagements.

Cross-industry exposure The combination of software development focus and exposure to asset management workflows implies an opportunity to position solutions that bridge fintech requirements with modern cloud-native development, security, and integration capabilities for financial services clients.