Asset scale Curian manages substantial assets with over 10 billion dollars under management as of 2014, indicating strong client trust and potential for expanding instrument offerings or advisory services to mid-sized advisors seeking institutional-grade solutions.

Advisor enablement The company emphasizes empowering financial professionals with tools to achieve excellence, presenting a sales opportunity to offer enhanced technology platforms, training, and white-labeled solutions to advisor networks seeking differentiated servicing.

Managed accounts focus Curian specializes in personalized fee-based managed accounts and diversified institutional-quality strategies, suggesting a fit for seller-doer brokers and IBDs looking to expand managed account capabilities for their client base.

Technology edge A state-of-the-art technology platform is highlighted, opening conversations around platform integrations, data analytics, and scalable routing of client portfolios to exclusive institutional managers.

Growth potential With revenue in the tens of millions and a moderate employee base, there is room to partner with mid-market firms seeking to augment their wealth management offerings, cross-sell services, or enter institutional channels.