Boutique Advisory Target Tetley Investments as a high-touch, independent financial advisory with a small team seeking scalable tech and security enhancements to support client experience, compliance, and back-office efficiency.

Tech Stack Gaps Leverage their current WordPress and basic hosting stack to propose modern website enhancements, CRM integration, client portal improvements, and enhanced security to support growth and regulatory readiness.

Growth Potential With revenue in the mid-range for a lean firm and a tight employee base, present scalable services such as managed IT, cloud optimization, data analytics, and marketing automation to drive efficiency and client acquisition.

Security & Compliance Position cybersecurity, threat monitoring, and compliance solutions (including bot prevention, authentication, and data protection) as essential upgrades for a fiduciary advisory serving protected client assets.

Strategic Partnerships Offer targeted partnerships in wealth tech, CRM platforms, and marketing automation that align with their size and culture to accelerate value delivery without disrupting their client-centric approach.