Targeted Client Base Permanens Capital primarily serves endowments, foundations, faith-based institutions, and high-net-worth families, indicating a need for tailored investment solutions and high-touch client services to enhance client engagement and retention.

Investment Expansion The company's recent asset investments in ETFs and notable stakes in companies like Ecolab and Automatic Data Processing suggest an openness to diversified investment strategies, presenting opportunities to promote advanced asset management and advisory services.

Technological Infrastructure With a robust tech stack including MySQL, LiteSpeed, and Apache servers, Permanens Capital values strong technological foundations, which can be an entry point for selling innovative fintech solutions or cybersecurity services.

Growth & Asset Management Managing $5.3 billion globally, the firm’s sizeable and growing assets under management signifies a need for scalable investment management tools and performance analytics solutions to support their expansion efforts.

Strategic Market Focus Operated from multiple U.S. offices with an emphasis on alternative and ETF investments, there is potential to offer specialized research, market intelligence, and personalized investment platform enhancements to better serve their institutional and high-net-worth clients.