Scale partnerships WBI operates in financial services with a growing revenue stream and recent capacity expansions evidenced by large note offerings and increased EBITDA. This suggests a need for scalable, compliant technology, data analytics, and advisory platforms to support higher volumes and diversified client portfolios.

Infrastructure growth Recent news highlights expansion in midstream infrastructure and acquisitions that broaden WBI’s asset footprint. This presents an opportunity to offer integrated asset management solutions, risk analytics, and reporting tools tailored to infrastructure-heavy investment programs.

Tech stack fit Current tech usage includes WordPress, PostgreSQL, Wix, and multiple marketing and payment tools. There is room to propose modern CRM, portfolio analytics, and client portal enhancements to improve advisor efficiency, compliance, and client engagement.

Regulatory readiness As a registered investment adviser with Form ADV information available, WBI prioritizes regulatory compliance and transparency. This creates a sales opening for compliance-focused platforms, risk monitoring, and documentation automation to streamline disclosures and audits.

Capital markets cadence Strong quarterly earnings momentum, debt issuance, and capital activity indicate a dynamic financing environment. This can be approached with services around capital markets analytics, scenario modelling, and advisory services that align with WBI’s funding and growth initiatives.