Invest in the FinTech Revolutionizing Financial Services

5150 proprietary technology platform empowers investment managers with data-driven solutions for prospecting, marketing, communications and investor relations. 

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Invest In The Future Of Financial Services Marketing & AUM Growth

Our Digital Bridge and the missing link to alternative fund distribution. Get access to our investor portal to learn more.

The largest funds in the industry are transitioning to data driven marketing and communications.

Why Invest In 5150?

Be part of solving the service gap facing investment managers limited by size and geographic reach.

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Raising capital is the biggest challenge facing investment managers.

80% of all fund-dedicated capital ends up in the hands of the 20 largest firms.

Small to mid-size managers rank raising capital as the biggest impediment to their success (even over performance).

Tomorrow’s leaders will be data driven and fund investing 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 shift online and change in investor behavior continues to diminish the effectiveness of traditional marketing and communications.

Data-driven marketing and communications are changing the investment landscape.

Nobody wants to be sold. Impersonal, single-direction, mass-marketing is ineffective and because of it’s intrusive and “salesy” nature, can damage a brand.

Increasingly tech savvy investors demand relationship-driven and hyper-personalization as opposed to transactional marketing and communications.

Managers are trading expensive “feet-on-the-street” distribution for more cost-efficient and effective lead generation and investor engagement.

Tomorrow’s leaders will deliver laser focused marketing and communications (at scale).

Those limited by size and resources need viable solutions.

While large investment firms are investing in proprietary technology and internal digital teams, small to mid-sized firms have been left to compete without sophisticated solutions.

This audience requires outsourced solutions that eliminate the need to: a) invest in proprietary technology, b) hire additional team members, and/or c) integrate technology.

Data-driven marketing eliminates size and geographic limitations, allowing investment managers to compete and win against firms of any size.

Uniquely qualified, remarkably experienced, and hungry for more.

Successful marketing, communications, and fund distribution requires deep domain knowledge, technology sophistication, and decades of experience.

5150 leverages decades of fund marketing experience, along with the youthful intellect of today’s digital strategists.

5150 was founded with the assets of AciesGroup, a firm recognized for fund marketing and distribution expertise over the last 15 years.

Why will investment managers turn to 5150?

Comprehensive, “one-stop-shop” solutions for less than the cost of hiring a full-time marketing professional.

Packages 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.

Platform approach, dedicated support, and network data deliver a competitive advantage at an affordable price.

Revenue positive and market ready to meet growing industry demand.

Subscription based, SaaS model, offering unlimited scale and uncommon margins.

Total available market (tam) of the 30,000+ firms representing $9.5 trillion in AUM. The service available market (sam) of 13,000+ firms representing $4 trillion in AUM. The service obtainable market (som) represents 400+ clients.

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 a successful entrepreneur with a knack for picking early stage winners.

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

Enter your email for access to our investment portal to learn more.

Join an incredible group of strategic advisors, investors, and advocates, including a former Boeing CEO, a former 28 year 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.

Raising capital is the biggest challenge facing investment managers.

80% of all fund-dedicated capital ends up in the hands of the 20 largest firms.

Small to mid-size managers rank raising capital as the biggest impediment to their success (even over performance).

Tomorrow’s leaders will be data driven and fund investing 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 shift online and change in investor behavior continues to diminish the effectiveness of traditional marketing and communications.

Data-driven marketing and communications are changing the investment landscape.

Nobody wants to be sold. Impersonal, single-direction, mass-marketing is ineffective and because of it’s intrusive and “salesy” nature, can damage a brand.

Increasingly tech savvy investors demand relationship-driven and hyper-personalization as opposed to transactional marketing and communications.

Managers are trading expensive “feet-on-the-street” distribution for more cost-efficient and effective lead generation and investor engagement.

Tomorrow’s leaders will deliver laser focused marketing and communications (at scale).

Those limited by size and resources need viable solutions.

While large investment firms are investing in proprietary technology and internal digital teams, small to mid-sized firms have been left to compete without sophisticated solutions.

This audience requires outsourced solutions that eliminate the need to: a) invest in proprietary technology, b) hire additional team members, and/or c) integrate technology.

Data-driven marketing eliminates size and geographic limitations, allowing investment managers to compete and win against firms of any size.

Uniquely qualified, remarkably experienced, and hungry for more.

Successful marketing, communications, and fund distribution requires deep domain knowledge, technology sophistication, and decades of experience.

5150 leverages decades of fund marketing experience, along with the youthful intellect of today’s digital strategists.

5150 was founded with the assets of AciesGroup, a firm recognized for fund marketing and distribution expertise over the last 15 years.

Why will investment managers turn to 5150?

Comprehensive, “one-stop-shop” solutions for less than the cost of hiring a full-time marketing professional.

Packages 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.

Platform approach, dedicated support, and network data deliver a competitive advantage at an affordable price.

Revenue positive and market ready to meet growing industry demand.

Subscription based, SaaS model, offering unlimited scale and uncommon margins.

Total available market (tam) of the 30,000+ firms representing $9.5 trillion in AUM. The service available market (sam) of 13,000+ firms representing $4 trillion in AUM. The service obtainable market (som) represents 400+ clients.

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 a successful entrepreneur with a knack for picking early stage winners.

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

Enter your email for access to our investment portal to learn more.

Join an incredible group of strategic advisors, investors, and advocates, including a former Boeing CEO, a former 28 year 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.

Why Invest In 5150?

5150 solves the service gap with subscription based platform technology for firms limited by size and geographic reach.

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.

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