Financial Constraints With a revenue range of zero to one million dollars and a small team of 2-10 employees, Carret and Company LLC likely operates with a lean budget, highlighting potential needs for cost-effective technology solutions and outsourced services.

Asset Management Focus The company's recent activities in asset management, including launching a 13F holdings report and investing in real estate assets, suggest an ongoing emphasis on sophisticated investment tracking and portfolio management tools.

Technology Stack Utilizing a diverse set of web and analytics technologies indicates a need for modern, scalable, and secure digital solutions that can enhance user engagement and operational efficiency.

Leadership Expansion The hiring of David Lam as Chairman of the Advisory Board in 2017 suggests strategic leadership efforts aimed at strengthening investment expertise and expanding industry influence, opening opportunities for consultancy or partnership roles.

Market Positioning While operating in the competitive software development sector alongside giants like BlackRock and Fidelity, Carret’s specialization in asset management presents a niche opportunity where tailored software solutions could provide differentiation and growth potential.