Pipeline Alert: Titleist Asset Management CEO Hire

🚀 Battle Card: Titleist Asset Management, LLC

• Jay Coulter, Chief Executive Officer · 🔗 LinkedIn

• A seasoned RIA founder is stepping in to scale advisory platform and tech innovation—this Titleist Asset Management sales trigger flags urgency. → Source

• Scaling advisor onboarding and platform expansion

• Upgrading technology to support dual-registration flexibility

• Primary: Advisor onboarding & CRM platform → accelerate network growth

• Expansion: AI-driven portfolio analytics → enhance investment services

• HQ: San Antonio, TX

• Employees: ≈ 75

• Rev: ≈ $20 M

• Website: jointitleist.com

🤼 Competitive Intel

• Schwab Advisor Services (schwab.com) — Custodial & platform
• Unique edge: Deep custody network & white-glove service
• Evaluated by COO & Head of Platform for reliability

• Fidelity Institutional (institutional.fidelity.com) — Custody & clearing
• Unique edge: Integrated wealth solutions & open APIs
• Evaluated by CTO for integration flexibility

• Pershing Advisor Solutions (pershing.com) — Clearing & execution
• Unique edge: Global clearing with advanced reporting
• Evaluated by CFO for cost efficiency & scale

• SEI (seic.com) — Outsourced CIO & platform
• Unique edge: Turnkey portfolio management + tech
• Evaluated by Head of Investments for service model

• Envestnet (envestnet.com) — Wealth management platform
• Unique edge: Unified data aggregation & advisory tools
• Evaluated by VP Ops for feature breadth

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Advisor onboarding & CRM platform❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Jay
COMPANY     = Titleist Asset Management, LLC
DEPT        = ≈ TBD
SIZE        = ≈ 75
BOTTLENECK  = Scaling advisor onboarding and platform expansion
EVENT       = Appoints Jay Coulter as Chief Executive Officer
DETAIL      = Appoints Jay Coulter as Chief Executive Officer
PAIN        = Scaling advisor onboarding and platform expansion
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250902482342&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 75
REV_EST     = ≈ $20M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ 75-person ≈ TBD

Jay—noticed your ≈ TBD team is ≈ 75.

That’s when Scaling advisor onboarding and platform expansion slows growth.

We helped ≈ TBD fix this with Advisor onboarding & CRM platform.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Appoints Jay Coulter as Chief Executive Officer — Scaling advisor onboarding and platform expansion.  
Advisor onboarding & CRM platform. ≈ TBD.  
Quick chat?```