Growth Momentum Nepsis, Inc. is a growing Minneapolis-based registered investment advisor with 50M-100M in revenue and a hiring spree in 2024, signaling potential for upsell of advanced advisory, wealth management, and retirement planning solutions tied to family office services.

Family Office Focus The firm markets a Family Office Framework aimed at consolidating multiple disciplines for wealth protection and legacy growth, presenting opportunities to cross-sell comprehensive financial planning, tax optimization, estate planning, and integrated advisory services.

Tech Enablement Nepsis employs a modern tech stack and digital tools (WordPress, Google Tag Manager, jQuery, Preact, etc.), suggesting openness to enhanced technology platforms, data analytics, client portals, and scalable, secure digital experiences to improve client engagement.

Strategic Hires Recent executive-level hires in marketing, enterprise strategy, and estate planning indicate a push to scale brand reach and service sophistication, creating sales opportunities around marketing technology, CRM improvements, and expanded estate planning capabilities.

New Partnerships Publicized collaborations, such as the Million Dollar Match with Dinkytown Athletes, show a willingness to engage in NIL and strategic partnerships, opening doors for sponsorship programs, niche client acquisition channels, and asset growth through targeted affinity marketing.