Boutique RIA Target a small-scale registered investment advisor in Chicago with a lean team and growing revenue, offering scalable technology, compliance, and outsourced services that fit their size and regulatory needs.

Tech Stack Fit Leverage their current cloud and web tech usage (AWS, Google Workspace, ASP.NET, IIS) to propose integrated compliance monitoring, security hardening, and cyber risk assessments that align with their infrastructure.

Growth Readiness Position services around platform modernization, data analytics, and portfolio management tools that can scale with a revenue range of up to low tens of millions, supporting client acquisition and retention strategies.

Security & Compliance Emphasize solutions in data protection, secure web practices (HSTS, security headers), and regulatory readiness to appeal to an RIA focused on fiduciary duties and trust.

Competitive Benchmark Highlight cost-effective, high-impact offerings compared to much larger peers, framing value through efficiency gains, personalized service, and flexible pricing for a small team.