Outsourcing Focus Target financial institutions and RIAs seeking to scale with outsourced capabilities such as institutional sub-advisory, OCIO, and fiduciary services to reduce costs and free internal resources for client relationships.

White-Label Appeal Highlight LifeStage portfolios that can be offered on white-label basis or customized, appealing to banks, trust companies, and advisors aiming for differentiated client offerings without building in-house capabilities.

Model Manager Access Leverage the approved model manager relationship with Sawtooth Asset Management as a selling point to clients seeking proven, scalable investment models and institutional-grade oversight.

Tech and Modernization Position Netherby as enabling client firms to modernize tech stacks with compatible tools and platforms, aligning with digital engagement expectations and efficiency gains.

Growth Readiness Emphasize revenue range and lean team size to identify SMB and mid-sized firms in financial services that need scalable outsourcing to accelerate growth without heavy overhead.