Platform Partnerships Opportunity to embed NetBasis cost basis data into tax preparation, accounting, and wealth management platforms to streamline Schedule D, 1099 reporting, and capital gains calculations for tax professionals and advisors.

Mid-market Focus With a lean team and revenue in the tens of millions, NetWorth is well positioned to partner with mid market RIAs and broker dealers for scalable cost-basis solutions, potentially via white label or co branded offerings.

Regulatory Credibility Leverage the IRS audit usage of NetBasis technology as a credibility signal to financial firms seeking stronger regulatory compliance and reduced audit risk in cost-basis reporting.

Complex Transactions Target professionals handling complex corporate actions and inherited or gifted securities by marketing precision cost basis that improves reporting accuracy for Schedule D and 1099, addressing a key pain point in tax workflows.

Cloud Security Highlight cloud infrastructure and security posture with AWS and Cloudflare to reassure risk-averse institutions about scalability, uptime, and data protection in cost-basis data delivery.