Boutique RIA A small investment management firm (2-10 employees) operating as a registered investment advisor, presenting an opportunity to offer scalable advisory tech, outsourcing, and compliance support to deepen client service capabilities.

Revenue Scope Annual revenue in the 1M–10M range indicates a growing practice with budgets for technology, marketing, and outsourced professional services; potential upsell of advisory platforms, portfolio analytics, and client experience enhancements.

Tech Footprint Current tech stack includes Squarespace, Google Workspace, and related tools; potential to introduce modern advisor tech such as CRM, portfolio management integration, client portal, and cybersecurity enhancements tailored for RIAs.

Market Positioning Operating in investment management with boutique positioning creates a lane for niche services, cross-sell to corporate and high-net-worth segments, and partnerships with fintech providers seeking RIAs as distribution channels.

Growth Outlook Small team size suggests potential value from scalable platforms, outsourcing, and process automation to support growth, client onboarding, and regulatory compliance as the firm expands.