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Streamline Partners

Streamline Partners


Streamline Partners' financial review

Employees

3


Streamline Partners information

Formed in 2010, Streamline Partners helps asset managers grow by using experienced industry consultants to jump-start and supplement their efforts in lieu of hiring additional employees. We offer a comprehensive suite of product launch services, including incubation of new ‘40 act, SMA, and collective products, multi-channel distribution, and key account and marketing capabilities.Our consultan...
Formed in 2010, Streamline Partners helps asset managers grow by using experienced industry consultants to jump-start and supplement their efforts in lieu of hiring additional employees. We offer a comprehensive suite of product launch services, including incubation of new ‘40 act, SMA, and collective products, multi-channel distribution, and key account and marketing capabilities.Our consultants, all long-term industry practitioners with an average of 20 years of experience, have:- Expertise in strategy creation, product development and launches, multi-channel distribution and marketing- Deep knowledge of the competitive landscape- An extensive network of key industry decision makers—at wire houses, registered investment advisors, independent broker dealers, bank wealth managers, record keepers, and specialty firms (e.g., retirement consultants)- Proven success in raising billions in AUM for the industry's top asset managers

Streamline Partners industries

Strategy consulting
Distribution
Product development
Financial services

Streamline Partners' financial review

Employees

3

Technologies

Financial Software

Notable Alumni

Brian Boxx
VP Sales - Specialty Channel
CSS Industries, Inc.
Sean Cfp
Director - Workplace Retirement Products
Edward Jones
Julie Sleime
Commercial Marketing Strategist
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John Gentry
Institutional Retirement Relationship Manager & Financial Wellness Specialist
Twelve Points Wealth Management

Employees

Partner, Head of Distribution
Financial Advisor
Managing Partner/Founder- Head of Institutional Services
Consulting Partner

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