Private market access Position CrowdStreet Advisors as a gateway for financial advisors to access middle-market private real estate opportunities, highlighting potential cross-sell of investment products and advisory services to expand client diversification and inflation-hedging strategies.

Platform enhancements Leverage the recent launch of private market investment platform capabilities with Equity Trust to propose integrated custody and retirement solutions for self-directed accounts, enabling advisors to offer streamlined, compliant private market exposure.

Executive momentum Capitalise on leadership updates and industry recognition to counter competitive differentiation; target firms seeking credibility and innovation in fintech-enabled private markets by offering advisory partnerships and white-label capabilities.

Education driven Promote the newly expanded Education Center as a sales enablement tool to drive investor literacy and engagement, creating opportunities for advisory firms to upsell onboarding services, ongoing education, and advisory subscriptions.

Strategic partnerships Explore co-marketing and product-alignment opportunities with StepStone and Equity Trust to co-create funds or education initiatives, targeting advisors looking to expand private equity and venture capital exposure within client portfolios.