Helping you take control of your technology
Your firm has outgrown its technology, but figuring out where to start can be overwhelming. Manual processes, disconnected systems, and underutilized tools slow you down—yet upgrading feels like a massive undertaking.
SparkPath Consulting makes it simple. We provide fractional project leadership and CRM strategy to help RIAs reassess, optimize, and scale their technology—so they can focus on clients and growth.
With deep expertise in RIA technology and operations, we don’t just recommend solutions—we lead execution. Whether guiding firms through a CRM overhaul, managing a portfolio management system RFP, or streamlining workflows, we provide the clarity, structure, and leadership needed to move from frustration to results.
How We Help:
- Fractional Project Leadership – We lead complex tech initiatives, ensuring smooth execution with minimal disruption.
- CRM Optimization – We turn your CRM into a powerful growth engine by improving adoption and integration.
- Technology Strategy – We help firms select, implement, and scale the right tools for their needs.
- Execution Support – With a trusted partner network, we ensure plans turn into results.
IN THE NEWS
Tech Challenges are Slowing RIAs Down
And Partnering with Experts Helps You Scale with Confidence
Harvard Business Review:
“The biggest problem companies encounter when launching new product is lack of preparation:
Companies are so focused on designing and manufacturing new products that they postpone the hard work of getting ready to market them until too late in the game. “
Fieldglass:
“95 percent of businesses now view the new nonemployee workforce (temps, freelancers, contractors and statement of work-based labor) as a key element to developing and running a successful business, which means big changes for hiring trends in the coming year.”
Redpoint Ventures:
“High-growth companies scale their teams very quickly.
In fact, the companies in the sample set grew their teams by 56% annually over five years. This nets out to about 8.5x growth, from 204 employees to 1750 employees, on the median.”