Niche Asset Manager Boutique investment management firm with a small team (2-10 employees) and mid-market revenue, suggesting potential interest in scalable, compliant tech and outsourced services that fit lean operations.

Mid-Sized Revenue Estimated annual revenue of 10-25 million indicates capacity for higher-value services, premium data solutions, and tailored client reporting platforms without overwhelming scale.

New York Footprint Located at 67 Wall Street in New York, signaling proximity to high-finance ecosystems; potential for enterprise-grade fintech integrations, compliance tools, and network-based selling with nearby banks, brokers, and asset managers.

Industry Alignment Operates in investment management with peers in the space that include large and boutique firms; opportunity to position risk analytics, performance attribution, or portfolio optimization as differentiators.

Growth Readiness Small team size implies willingness to adopt scalable technology, outsourcing, or managed services to support growth, client onboarding efficiency, and regulatory reporting enhancements.