Alternative asset push Rocket Dollar enables self-directed retirement investments into alternatives such as startups, small business loans, real estate, crypto, and peer-to-peer lending. Sales opportunity: position to strategic partners offering alternative assets or fintech integrations to expand access and streamline onboarding for clients seeking diverse portfolios.

Expansion potential Company has grown from 2018 to at least 11-50 employees with recent Series A funding of $8M in 2021. Sales angle: target growth-stage financial services firms and custodians looking to expand self-directed IRA capabilities or white-label solutions.

Partnership network Past partnerships with OneGold and DarcMatter indicate openness to ecosystem collaborations in precious metals and online investing. Sales tip: explore co-branded marketing, referral arrangements, or API integrations with custodian tech players and alternative asset marketplaces.

Board and leadership signals Addition of Todd Ruppert to the advisory board, a notable figure from T. Rowe Price Global Investment Services, suggests credibility and growth ambition. Sales angle: leverage interest from sophisticated advisors and institutions seeking strategic advisory capabilities and governance enhancements.

Market positioning Focused on unlocking retirement savings for diverse asset classes and crypto, placing Rocket Dollar in a niche of flexible retirement funding and fintech-enabled investments. Sales takeaway: align with wealth managers, RIA firms, and retirement plan sponsors looking to offer broader alternative investment options to clients.