What Part and Sum does

Part and Sum is a privately held strategic growth consultancy founded in 2018 and headquartered in Brooklyn, New York, with a second office in Los Angeles. The firm positions itself as a "bolt-on" partner for brands, embedding with client teams to integrate strategy, creative, media, and data into a unified growth system rather than operating as a traditional external agency. Service delivery is organized across six formalized offerings: bringing new products to market, unifying brand strategy and growth, unlocking creative performance, building experimentation engines, understanding customers and markets, and fixing data, MarTech, and measurement infrastructure. The client base spans more than 70 engagements across five countries and includes Fortune-tier brands such as J.P. Morgan Payments, PayPal, GitHub, Notion, Subway, Spin Master, Gatorade, Flatiron Health, Kaplan, and Cengage, alongside mid-market and startup clients.

The firm's underlying technology stack is anchored by two proprietary methodologies: Synthetic Research, which uses LLM-based Synthetic Audience Models (SAMs) within a human-moderated environment to scale qualitative and quantitative audience research, and the Return on Experience (ROX) Framework, which measures the holistic value of branded real-world experiences. These sit alongside applied generative AI workflows for creative production, including a documented human-in-the-loop system that produced a 27% CTR increase across an 11-brand roofing network. A dedicated Senior Developer role for AI & Data Platforms indicates in-house technical capability, though the firm builds on third-party LLMs rather than developing proprietary models.

Revenue is generated through project-based professional services engagements priced via direct outreach and quote, with no publicly disclosed pricing or retainer structure. Go-to-market is sales-led and enterprise-focused, leveraging the firm's published insights and case studies, a newsletter ("Stay Sharp + Build Real Change"), and Residence network referrals as primary demand-generation channels. The company has been a member of the Residence network of independent creative companies since 2022, providing access to specialty capabilities without acquisition. No external funding rounds or revenue figures are disclosed.

Name

Part and Sum

Legal name

Part and Sum

Website

https://partandsum.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

11–50 employees

Short description

Part and Sum is a Brooklyn-based strategic growth consultancy that integrates strategy, creative, media, and data into a "bolt-on" growth system for enterprise and mid-market brands, including J.P. Morgan, PayPal, GitHub, Notion, and Subway.

Ownership category

akta.pro rank

Product category

Strategic Growth Consulting

NAICS

Marketing Consulting Services (541613), Management Consulting Services (54161), Professional, Scientific, and Technical Services (54)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Marketing Technology (MarTech) Strategy & Stack Advisory (MPAAAFAJ)

akta.pro secondary industries

Summarization & Document Understanding (HDAAADAE), Omnichannel Commerce & Click-and-Collect Platforms (BPAMAGAL)

Keywords

• Strategic growth consulting
• Brand strategy services
• Media and creative agency
• Data and MarTech services
• Customer research and insights

Headquarters

HQ city

Brooklyn

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Marketing or Sales, Technology or R&D, Operations

Revenue model

1. Strategic Consulting Engagements: Part and Sum generates revenue through project-based consulting engagements with brands. They offer services across strategy, media, creative, and data disciplines. Engagements appear to be customized based on client needs and scope.

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Part and Sum is a strategic growth consultancy that delivers project-based consulting engagements integrating strategy, creative, media, and data into a unified growth system for brands. Services include launching new products, unifying brand strategy and growth, unlocking creative performance, building testing and experimentation engines, customer and market research, and MarTech/measurement fixes. The firm also sells proprietary AI-augmented research and measurement methodologies.

Product overview

Part and Sum is a strategic growth consultancy that positions itself as a 'bolt-on' team for brands — integrating strategy, creative, and media into a unified growth system. The company offers six core service lines: Bring Something New to Market, Unify Brand Strategy and Growth, Unlock Creative Performance, Build a Testing + Experimentation Engine, Understand Customers + Markets, and Fix Data, MarTech + Measurement. These services are supported by proprietary methodologies including Synthetic Research (featuring Synthetic Audience Models / SAMs, an LLM-based AI research system) and the Return on Experience (ROX) Framework for measuring branded experiences. The company does not sell a standalone software product; its offerings are delivered as consulting engagements, with intellectual property manifested in proprietary frameworks and methodologies rather than packaged software.

Differentiator

Problem solved

Functional benefit

Products and services

• Bring Something New to Market A launch service that helps clients successfully bring new products or offerings to market through integrated strategy, creative, and media support, designed to learn and evolve based on real-world results.
• Unify Brand Strategy and Growth Develops and acts on continuous customer insights to shape campaigns, customer experience, and new offerings, helping brands stay relevant and maintain momentum across every business cycle.
• Unlock Creative Performance Connects creative, media, and measurement into an integrated ecosystem, making steady adjustments based on behavioral data to grow business and strengthen brand simultaneously.
• Build a Testing + Experimentation Engine Pursues innovation with discipline through structured testing and experimentation roadmaps, guided by data and insight rather than speculation, to enhance customer experience and strengthen performance.
• Understand Customers + Markets Delivers fast, deep research combining qualitative, quantitative, and AI-augmented analysis to help brands understand customer behavior, validate market opportunities, and make confident strategic decisions.
• Fix Data, MarTech + Measurement Cleans tracking infrastructure, measurement frameworks, and MarTech tools so teams can act from a reliable source of truth to generate winning insights and efficient business outcomes.
• Synthetic Research (Synthetic Audience Models) A human-led, governance-first hybrid research methodology combining LLM-based synthetic respondents with human moderation and judgment. Synthetic Audience Models (SAMs) are conversational AI interfaces that enable rapid qualitative-to-quantitative scaling for audience understanding and persona development.
• Return on Experience (ROX) Framework A proprietary framework for measuring the holistic value of branded real-world experiences, expanding measurement beyond short-term performance to brand equity, customer loyalty, cultural relevance, and long-term sales impact across the full experience lifecycle.

Quantifiable outcome

• $1B+ in incremental revenue generated for clients since 2018
• +4 more outcomes

Named customers25 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability8 records

Feature2 records

Partnerships

One partnership is on record.

• ResidencecoreStrategic or Co-development Partner · 1 January 2022Residence is a creative network founded by the team behind BUCK in 2022. Part and Sum is the eighth independent creative company in the network, which positions itself as a 'third option' between large holding companies and standalone independent agencies. The network offers scale while preserving each member company's distinct identity and culture.

Scale indicators3 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Anomaly: Anomaly is a strategic marketing consultancy and creative agency that, like Part and Sum, integrates strategy, creative, and media under one roof for major consumer brands. Both firms position themselves as alternatives to traditional holding-company agencies and emphasize entrepreneurial, partner-style engagement with clients.
• Mekanism: Mekanism is an independent creative and media agency that blends brand storytelling, performance media, and content production for consumer-facing enterprise clients. Its integrated 'brand and demand' model and enterprise client base (e.g., Uber, Etsy, Lyft) closely mirror Part and Sum's strategy + creative + media growth system.
• Prophet: Prophet is a brand and marketing strategy consultancy that helps enterprises with brand positioning, customer experience, and growth transformation. It is a direct comparability match for Part and Sum's higher-end brand strategy and customer research engagements with Fortune 500 clients.
• Red Antler: Red Antler is a brand strategy and creative agency that partners with growth-stage and enterprise brands on positioning, identity, and launch campaigns. Its emphasis on integrated brand strategy plus launch execution parallels Part and Sum's 'Bring Something New to Market' and 'Unify Brand Strategy' service lines.
• Lippincott: Lippincott is a brand strategy and identity consultancy serving large enterprises on brand positioning, customer experience, and growth. It competes with Part and Sum on the strategic brand and customer research engagements that anchor the firm's enterprise work.
• Sparks & Honey: Sparks & Honey is a cultural strategy and insights consultancy that uses audience research and trend analysis to inform brand strategy for major marketers. Its research-forward approach to brand and growth strategy closely parallels Part and Sum's 'Understand Customers + Markets' and Synthetic Research offerings.
• Mother: Mother is an independent creative agency with offices in NYC and London known for integrated brand, campaign, and media work for enterprise clients. Its independent agency positioning and integrated creative-plus-strategy model are directly comparable to Part and Sum's positioning inside the Residence network.
• Observatory: Observatory is a brand strategy and insights consultancy that pairs customer research with brand and growth strategy for enterprise marketers. Its customer-insight-led approach to brand strategy overlaps directly with Part and Sum's customer understanding and brand strategy service lines.

Broad incumbents

• R/GA: R/GA is a long-standing global digital and creative consultancy under IPG that combines strategy, creative, and technology-enabled experiences for enterprise clients. It is a broader incumbent analog to Part and Sum, operating at materially larger scale with overlapping integrated strategy + creative capabilities.
• Droga5: Droga5 is an award-winning creative agency (now part of Accenture Song) that delivers integrated brand strategy, creative, and media for major enterprise clients like Google, Amazon, and The New York Times. It competes with Part and Sum on marquee brand launch and growth engagements but at substantially greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/part-and-sum
• Xx.com/partandsum
• Facebookfacebook.com/partandsum

Revenue estimate

Valuation estimate

Number of profiles

Profiles25 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Part and Sum