Solving Investment Manager's Marketing, Prospecting, and Fundraising Challenges.
Digital innovation has changed the traditional marketing and communications blueprint used throughout the financial services industry since the beginning of time. While the biggest players in the industry are allocating capital and resources to digital technology, most sophisticated solutions have been out of reach for small to mid-sized enterprises.
Using its subscription-based platform, Digital Bridge, 5150 is helping level the playing field for small to mid-sized wealth and asset managers. By simplifying the process, reducing the cost, and eliminating the risks involved with internal technology adoption, small to mid-sized enterprises can harness the power of data-driven technology.
Meet The Team
The experts in efficient, scalable and rapid AUM and digital footprint growth. 25+ years of venture fundraising and digital growth experience becomes yours.
Meet The Team
The experts in efficient, scalable and rapid AUM and digital footprint growth. 25+ years of venture fundraising and digital growth experience become yours.
Board of Directors
Venture Fundraising Meets Digital Growth Expertise
A recognized thought-leader in financial services distribution and relationship marketing, Joe has spent his career in and around alternative investments and fund distribution.
Ethan Frey is a nationally recognized private banker, wealth management expert, and alternative investment specialist. Ethan completed his undergrad and JD from Georgetown and was honored with the prestigious Robert A. Duffey award, presented each year to the Georgetown senior who best exhibits academic and athletic excellence.
Randall Stutman, PhD
Dr. Randall Stutman, CEO of the Admired Leadership Institute is a leadership scientist dedicated to exploring the behaviors and routines of extraordinary leaders. Labeled by Goldman Sachs as the most experienced advisor and executive coach on Wall Street. His work has taken him to the White House, West Point, the Olympics, the Ryder Cup, and Harvard Business School.
JJS Family Office, Xcellerant Ventures
Dr. John Shufeldt, practicing emergency medicine physician, serial entrepreneur, and author, has successfully built numerous healthcare companies on the forefront of transformational change. John founded Xcellerant Ventures as an opportunity for investors to capitalize on his vision of a more efficient and digitized healthcare industry.
The depth, variety and specialized talent behind our experience and strategies.
Former CEO, Boeing Commercial, advisor to Goldman Sachs, Blackstone, and others.
S2O Group, Partner Former executive at IBM, Microsoft and Juniper Networks, current partner in S2O Group.
Chairman, Journey Strategic Wealth LLC, Co-founder/investor of Dynasty Financial Partners.
Former Distribution Head, Deutsche Bank, seasoned expert in fund distribution.
Foote Consulting – Renowned LinkedIn/social media strategist with significant expertise in B2B marketing.
TD Bank, Vice Chair/Executive Managing Director, Head of Fixed Income.
Piper Sandler, MD and Co-Head of Global Equities.
S2O Group, Partner-Former executive at IBM, Microsoft and Juniper Networks.
John "Launny" Steffens
Chairman, Spring Mountain Capital – Former Executive Vice Chairman of Merrill Lynch.
Dr. Randall Stutman
Admired Leadership CEO – Leading behavioral leadership Ph.D.
Founder/CEO, Act! and SaleLogix – Father of the CRM.
B2Linked, Founder and CEO – LinkedIn advertising expert.
Leveraging the best platforms and insights for maximal and efficient AUM growth.
Leveraging the best technology and data for maximal and efficient AUM growth.
We'd Love To Help
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