Flexible investing Target institutional and advisor channels by highlighting Shares' technology-driven investment solutions that serve individuals, financial advisors, and financial institutions to expand across wealth management, savings, pensions, and retail investing.

Fintech scale Leverage the current funding and revenue profile (revenue of 10-25M with 90M in funding) to position for partnerships or platform integrations that enhance portfolio offerings, cash management, and client onboarding for larger financial firms seeking scalable tech.

Money market momentum Capitalize on industry trends around money market funds and ETFs, including recent iShares moves and new PMMF launches, to propose collaboration on liquidity solutions, intra-day trading tools, and low-duration fixed-income products.

Tech stack fit Propose partnerships that complement or augment Shares’ tech stack (SQL, analytics, bootstrap, GA, imgix) with advanced data analytics, performance dashboards, or customer experience enhancements for wealth managers and financial institutions.

Global growth signals Position Shares to expand through cross-selling of tech-enabled investment products to large enterprise clients and financial institutions, leveraging the growing appetite for digital investment platforms and scalable solutions in a competitive financial services landscape.