Battle Card: Curated Wealth Partners Sales Trigger

🚀 Battle Card: Curated Wealth Partners

• Ryan Reid, Vice President of Investments

• This Curated Wealth Partners sales trigger highlights high demand for global investment due diligence. → Source

• Scaling bespoke advisory services for ultra-high-net-worth families

• Ensuring rigorous manager due diligence across global markets

• Primary: WealthOps CRM → Streamlined client management amid this Curated Wealth Partners sales trigger

• Expansion: AI-driven due diligence platform → Faster manager selection and onboarding

• HQ: Los Angeles, CA

• Employees: ≈ 50

• Rev: ≈ $25 M

• Website: [curatedwealthpartners.com](https://curatedwealthpartners.com)

🤼 Competitive Intel

• Salesforce Financial Services Cloud — Wealth Management CRM
• Unique edge: Prebuilt financial services modules
• Evaluated by VP of Investments for client lifecycle tracking

• Envestnet — Advisory Platform
• Unique edge: Unified portfolio & billing
• Evaluated by CIO for integrated reporting

• Addepar — Portfolio Management
• Unique edge: Real-time data aggregation
• Evaluated by Head of Investments for analytics depth

• Workday — HRIS
• Unique edge: Scalable workforce management
• Evaluated by HR for talent onboarding

• BambooHR — SMB HR Software
• Unique edge: User-friendly interface
• Evaluated by People Ops for ROI

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Ryan
COMPANY     = Curated Wealth Partners
DEPT        = Investments
SIZE        = ≈ TBD
BOTTLENECK  = scaling bespoke advisory services for ultra-high-net-worth families
EVENT       = Welcomes Ryan Reid as Vice President of Investments
DETAIL      = Welcomes Ryan Reid as VP of Investments
PAIN        = Ensuring rigorous manager due diligence across global markets
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250929381958&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 50
REV_EST     = ≈ $25 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Investments

Ryan—noticed your Investments team is ≈ TBD.

That’s when scaling bespoke advisory services for ultra-high-net-worth families slows growth.

We helped ≈ TBD fix this with ≈ TBD.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Welcomes Ryan Reid as VP of Investments — Ensuring rigorous manager due diligence across global markets.  
≈ TBD. ≈ TBD.  
Quick chat?```