Strong Market Presence Johnson Investment Counsel is one of the largest independent Registered Investment Advisors in the United States, managing over $20 billion in assets and serving clients across all 50 states, indicating substantial growth potential and a broad client base for targeted financial technology or service solutions.

Asset Management Focus The firm actively invests in various asset classes, including ETFs and equities, demonstrating an openness to integrating advanced portfolio analysis tools, investment analytics, and innovative asset management platforms to enhance their investment strategies.

Technology Utilization With a tech stack including Azure Monitor, Google Tag Manager, and Cloudflare Bot Management, the company values modern digital security and analytics solutions, presenting opportunities to offer tailored cybersecurity, cloud solutions, or data analytics services.

Growth and Expansion Recent partnerships with fund distribution providers and new client acquisitions suggest an active expansion trajectory, creating opportunities for engagement around compliance solutions, client onboarding platforms, or financial marketing technologies.

Client-Centric Approach As an employee-owned firm prioritizing fiduciary duty and long-term relationships, Johnson Investment Counsel is likely receptive to bespoke advisory tools, performance reporting software, or solutions that enhance transparency and client engagement.