Innovative Digital Platform RobustWealth offers a modern, seamless digital wealth management platform designed specifically for investment advisors. This presents an opportunity to promote integrations or complementary tools that enhance advisor workflows and client engagement functionalities.

Sustainable Practices The company's initiatives, such as reusable glasses and ongoing recycling programs, demonstrate a commitment to sustainability, making it a potential partner or supplier for eco-friendly office or operational solutions to appeal to environmentally conscious clients.

Recent Platform Upgrades The launch of their updated client portal in mid-2020 indicates a focus on improving user experience, suggesting interest in innovative UX/UI solutions and advanced customer analytics tools that can further personalize and optimize client interactions.

Growth and Investment Having been acquired by Principal Trust Company for $1.2 billion and generating revenues between $10M and $25M, RobustWealth is positioned for expansion, offering opportunities for scalable technology integrations and enterprise-level financial solutions tailored for growing firms.

Strategic Partnerships Partnerships with firms like Apex Clearing for commission-free trading demonstrate openness to collaboration, indicating potential for joint ventures, technology integrations, or co-marketing initiatives with other fintech or financial services providers.