Technology Integration Conway Investment Solutions leverages advanced technology platforms such as secure advisor portals, single sign-on, and digital workflows, which presents an opportunity to offer complementary cybersecurity, SaaS integration, or bespoke digital transformation solutions tailored for financial technology providers.

Market Positioning As a mid-sized firm with revenue between 10 and 25 million dollars and a focus on curated alternative and traditional investment research, Conway is well-positioned to expand its technological infrastructure or analytical tools by partnering with firms that provide innovative data analytics, AI-driven insights, or investment management software enhancements.

Client Base Expansion Serving financial advisors and their clients through customizable platforms and private label solutions, Conway offers multiple avenues for support and growth. Targeting additional B2B financial service providers and technology vendors could facilitate mutual integration and enhance the firm’s offering portfolio.

Competitive Opportunity With a focus on institutional-quality research and alternative investments, Conway can benefit from partnerships with firms specializing in emerging alternative asset classes, ESG integration, or data-driven compliance solutions to elevate service quality and stay ahead of industry trends.

Scalability & Funding Although specific funding figures are not provided, Conway’s ongoing revenue stream indicates growth potential. Financial technology vendors with scalable solutions, especially those aligned with wealth management and investment research, could be valuable partners to support future expansion efforts.