The Growth Stack gives asset management distribution leadership real-time intelligence on how your strategies are being positioned, how advisors are performing, and where AUM is silently at risk — before it shows up in the data.
Distribution leaders operate on reports that describe what already happened. CRM data tracks activity. Performance dashboards show settled outcomes. Surveys capture what advisors are willing to say.
None of these systems capture the signals that precede asset movement — the hesitation in an advisor's voice, the product explanation that doesn't land, the heir who feels unheard before a transition happens.
If it isn't interpreted in real time, it isn't visible. And if it isn't visible, it cannot be managed.
Activity logs, meeting notes, and closed deals. Zero insight into the conversations that determine whether deals happen at all.
By the time attrition shows in a report, the client decision was made months prior. You're reading history, not intelligence.
Without education-led brand awareness, advisors spend call time explaining basics instead of discussing allocation. Informed investors convert faster and allocate more.
Without visibility into actual advisor conversations, sales coaching remains anecdotal. Top-performer patterns go unidentified and unreplicated.
A complete intelligence system for VP Distribution and Chief Distribution Officers. Each pillar is a distinct lever — deploy all four and AUM growth and retention follow. Call transcript analysis powers the intelligence across all pillars.
We analyze your existing call transcripts and approved communications — no new advisor burden, no workflow disruption. Our system begins surfacing signals within weeks, not quarters.
AI without context creates noise. Our platform interprets signals through the lens of 25+ years of distribution experience — flagging what actually precedes asset movement.
Distribution leaders receive early-warning views before reports change. Intervene when conversations are still happening — not when paperwork has already been signed.
Most AI tools are built by engineers who've never managed a wholesaler team, raised capital, or sat in front of an institutional allocator.
The Growth Stack was built by someone who has. We know which signals matter — and which metrics don't — because we've lived the distribution P&L.
"We've led sales teams — not just analyzed them.
We've raised capital — not just reported on it."
The Growth Stack was built by someone who has raised capital, managed wholesaler teams, and sat in front of institutional allocators for over two decades. Tina Singh spent her career at Merrill Lynch before founding TS Capital, where she raised $11 billion for alternative asset managers.
That experience informs every element of The Growth Stack's framework. We don't analyze asset management distribution from the outside — we built these systems because we understand, firsthand, what distribution leaders actually need to see and what signals matter when AUM is on the line.
Our AI solutions are built specifically for FINRA-regulated environments — analyzing call transcripts from approved recordings to surface the intelligence distribution leaders have never had visibility into, without adding burden to advisor workflows.
Product Intelligence. Sales Readiness. Sales Intelligence. Brand Awareness & Education. When all four pillars work together, AUM growth and retention follow — systematically, not anecdotally. See what your distribution team is leaving on the table.
We analyze call transcripts from your firm's existing recorded and approved advisor communications. This is fully aligned with FINRA supervision requirements — most regulated firms already maintain these recordings for compliance purposes. We put that existing data to work, transforming transcripts that sit unused in a compliance vault into actionable distribution intelligence for leadership.
Gong and similar tools analyze call transcripts — and so do we. The difference is what you do with them. Generic platforms flag talk time, sentiment, and deal momentum across any industry. The Growth Stack interprets transcripts through the lens of asset management distribution: how your strategies are being positioned to advisors, where product messaging breaks down, which wholesaler behaviors correlate with AUM growth or attrition, and what signals precede a redemption. Our framework — Product Intelligence, Sales Readiness, Sales Intelligence, Asset Risk & Growth — is purpose-built for CDO and VP Distribution buyers, not generic sales managers.
We work with your existing call transcripts and approved recordings — the compliance infrastructure most regulated firms already have in place. No new recording requirements, no additional burden on advisors. We connect to your transcript data, calibrate the intelligence framework to your product set and distribution structure, and most firms begin identifying meaningful signals within weeks. The strategy session is where we map exactly what that looks like for your team.
Data security and confidentiality are foundational to how we operate. We work within enterprise-grade security standards aligned with regulated financial institutions. Client and advisor data is protected, governed, and handled with the rigor that institutional environments require.
No. The Growth Stack is designed to amplify your team's effectiveness — not replace it. We surface signals advisors already hear but don't always have the tools to interpret consistently at scale. Our framework makes your existing team perform at a higher level across every conversation.
The Growth Stack is designed for VP Distribution, Chief Distribution Officers, and senior distribution leadership at asset management firms who are responsible for wholesaler team performance, AUM growth, and retention. If you own the distribution P&L, this is built for you.