Raising capital is the biggest challenge facing investment managers.

Because of size and reach, 80% of all fund-dedicated capital ends up in the hands of the 20 largest asset managers.

When ranking the challenges facing small to mid-sized investment managers, raising capital trumps all things, even performance, according to investment managers.

The future of fund investing is digital and will take place online.

Marketing and Communications have changed in financial services?

Fund investors, once reliant on financial advisors, continue to migrate to online resources for fund access, strategy research, and manager diligence.

Face-to-face meetings have been replaced with video conferencing, virtual events, and meet the manager webinars

The online migration and change in investor behavior continues to diminish the effectiveness of traditional marketing and communications.

Data-driven marketing and communications are required for success in the digital age.

Nobody wants to be sold. Impersonal, single direction mass marketing is not just ineffective, it has become brand damaging due to its intrusive and salesy nature.

Meeting the needs of today’s Increasingly tech savvy investors requires a relationship-driven approach, as opposed to transactional marketing and communications

In the face of ongoing fee pressures, investment managers are looking for cost-effective ways of distributing investment funds. Expensive, “feet-on-the-street” sales forces are being replaced with data-driven lead generation and client engagement.

Data driven is less expensive and more effective than traditional marketing, as it allows marketers to deliver laser focused, personalized communications (at scale).

Those limited by size and resources need a viable solution?

While large investment firms are investing in proprietary technology and internal digital teams, small to mid-sized investment managers have been left to navigate technology adoption without the resources to embrace proprietary solutions.

Small to mid-sized investment managers need a comprehensive, outsourced solution without the need to: a) hire additional team members, b) integrate technology into existing frameworks, and/or c) invest in proprietary technology.

Data-driven marketing eliminates size and geographic limitations, allowing investment managers of virtually any size to compete nationally.

Why will they turn to 5150?

For digital marketing to succeed, it requires deep domain knowledge, differentiating creativity, and technology sophistication.

The 5150 team brings decades of fund marketing experience, along with the youthful intellect of its digital strategists.

5150 was founded with the assets of AciesGroup, a firm recognized for its fund marketing and distribution success among emerging investment managers.

5150 solutions are a “one-stop-shop,” and include data management, campaign design, persona creation, social media set up and management, SEO/SEM, content creation, web and content optimization, and lead generation from 5150’s proprietary investor database.

5150’s service model provides each client with a dedicated team of 3 to design and manage marketing and communications initiatives for less than the cost of hiring one experienced marketing professional.

How will 5150 make money?

5150 delivers fully-supported marketing, communications, and IR/PR solutions for less than the price of hiring a marketing professional.

5150 is targeting roughly 13,000 of the 30,000 + firms operating as asset and wealth managers.

5150’s financial model is based on a year five client-base of 159, generating $18m in revenue with 60% profit margins.

Current Status?

5150 was named 2022 Innovator of the Year by CIO Review

The Series A funding is being backed by the family office of one of the leading entrepreneurs in the country.

While in testing phase, the company generated $300,000 in beta year revenue.

5150 has attracted an incredible group of strategic advisors, investors, and advocates, including a former Boeing CEO, a former 28 yr vice-chair of Merrill Lynch, the grandfather of the CRM industry, the financial services industry’s foremost leadership PhD., the Microsoft executives credited with taking Cloud Services and MS Exchange to market, and top executives from TD and Piper Sandler to name a few.