Recognition Boost Patriot Investment Management Group, Inc. has been recognized as No. 66 on CNBC's Financial Advisor 100 list, highlighting its strong reputation and market standing, which can attract partnerships or technology collaborations aimed at enhancing client services.

Active Asset Allocation The company regularly invests sizable stakes in diverse ETFs such as Schwab Fundamental U.S. Broad Market and Vanguard Global ex-U.S. Real Estate, indicating potential opportunities to offer tailored investment products and advanced analytics to support their diversified portfolio strategies.

Growth Potential With a revenue range of 10 to 25 million and a lean team of up to 50 employees, Patriot Investment Management is positioned for targeted growth, making it receptive to scalable financial technology solutions or operational efficiencies that support expansion without disrupting core services.

Market Presence Based in Knoxville, Tennessee, but actively investing in global assets, the company is likely to benefit from localized customer engagement tools and regional marketing solutions to strengthen its community footprint and client base.

Digital Engagement The company's technology stack utilizing tools like Facebook Pixel, Mailgun, and Modernizr demonstrates an openness to digital marketing and customer engagement, presenting opportunities to introduce innovative marketing automation or client communication platforms to deepen client relationships.