Wealth Management

The wealth management industry is consolidating fast. Growth and AUM numbers aren't enough anymore. Buyers demand clean data, industrialized processes, and proof your book will perform post-acquisition.

Featured Story

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What We Do

Our Wealth Management Expertise

Case Studies

Customer Stories

June 8, 2026

B2B Services in Cyber Security

Forward: Driving margin visibility and revenue clarity through a buy and build strategy

Stratos unified systems and processes for a fast-growing cybersecurity group, enabling clear financial visibility and scalable growth.

Strategy

Data

Systems

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June 9, 2026

Software - B2B SaaS

Letsignit: Refactoring of ARR tracking for an online signing SaaS

LetSignit partnered with Stratos to clarify true ARR before fundraising. By restructuring Salesforce, reconciling CRM and accounting, and implementing ARR waterfalls and cohorts, they established a single source of truth, enabling accurate revenue tracking.

Data

Strategy

Cloud

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June 9, 2026

Vertical SaaS / PLM

Lascom: From legacy PLM to modern SaaS and a succesful exit

SaaS‑driven transformation of a legacy PLM vendor into a focused Food & Cosmetics specialist, with a modern cloud platform, packaged offering, and ARR and win‑rate uplift that ultimately led to Lascom's strategic acquisition by Aptean in the cloud solutions market.

SaaS Migration

Market Refocus

Strategic Exit

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Resources

Insights

June 5, 2026

B2B Services

The Mismatch Trap on CRM: Why One Size Does Not Fit All in Business Services CRM

Your CRM succeeds only when it reflects how you actually go to market

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February 3, 2026

Health Care

How Doctolib's Hegemony is Squeezing French Clinics

Doctolib’s monopoly traps French clinics in a costly dependency. Data silos and high fees block networks from analyzing the patient journey, threatening their strategic sovereignty.

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