Strategic Partnerships Proteus already partners with wealth managers and fund sponsors; there is strong opportunity to expand with similar firms seeking private market access and enhanced due diligence, portfolio construction, and reporting capabilities.

Employee Access The launch of the Employee Access Solution provides a differentiated selling point to fund sponsors, offering compliant, tech-enabled onboarding and access that can be cross-sold to additional sponsor clients.

Tech and Compliance As an SEC-registered investment adviser with a technology-first platform and CRM integrations (Salesforce, HubSpot), Proteus can win business from firms prioritizing seamless integration, streamlined onboarding, and scalable reporting for private markets.

Mid Market Focus With a lean team and regional footprint, Proteus is well positioned to target mid-sized wealth managers and regional banks seeking scalable private market platforms, with potential for broader US expansion.

Client Traction Recent client wins—Capita Financial Network, Andersen Capital Management, Key Private Bank, and Alpha Principle—demonstrate market validation and provide strong referenceable case studies for new opportunities.