Strategic Partnerships Established strategic partnerships with companies like Parmenion Capital Partners LLP and The RU Group provide potential avenues for cross-selling financial services and expanding market reach.
Focus on Sustainable Investing Offering Earth Portfolios that combine ethical principles with financial returns presents a niche opportunity to target investors interested in sustainable and socially responsible investment options.
Key Personnel Engagement Having industry veterans like Samuel Adams onboard as Non-Executive Director can enhance credibility and lead to networking opportunities within the financial services sector, potentially opening doors to new business relationships.
Tech-Centric Approach Utilizing a robust tech stack, including Google Cloud and Ruby on Rails, showcases a commitment to innovation, enabling tailored solutions for clients and differentiation in a competitive market.
Market Niche Focus With a focus on Evidence-based Investing and turnkey asset management services, targeting financial advisors who value data-driven strategies can position ebi as a specialized provider in a crowded financial services landscape.