Assemblage Strategy Group
Assemblage Strategy Group is a Napa-based, operator-led consulting firm founded in 2019 that delivers strategic consulting, systems integration, and sales enablement services to mid-market and enterprise CPG brands, with deep specialization in wine and beverage alcohol.
- Company typePrivate
- Founded2019
- HeadquartersNapa, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What Assemblage Strategy Group does
Assemblage Strategy Group is a privately held, operator-led consulting firm founded in 2019 and headquartered in Napa, California. The company serves consumer packaged goods (CPG) brands, with particular depth in wine and beverage alcohol, ranging from emerging brands to enterprises above $100M in revenue. Its offerings fall into three integrated service lines: (1) strategic consulting delivered through senior-executive engagements and 90-day sprints; (2) systems integration architecture connecting commerce platforms (Shopify, Square, Commerce Cloud), CRM (Salesforce, HubSpot), ERP (NetSuite, QuickBooks), marketing automation (Klaviyo, Mailchimp), fulfillment (ShipStation, FedEx, UPS), and compliance systems (Avalara, Sovos ShipCompliant); and (3) sales enablement covering B2C/B2B go-to-market strategy, demand generation, and recurring revenue optimization. A cost-savings consultancy, delivered through partner Trove on a zero-out-of-pocket savings-share basis, is offered as an add-on.
The firm operates with 1-10 employees and no proprietary technology platform, instead configuring and integrating third-party tools on behalf of clients. Its revenue model is project-scoped professional services with engagement-based pricing (diagnostic assessments, sprints, and ongoing advisory relationships); no pricing tiers are publicly disclosed. Go-to-market is sales-led and direct, targeting CPG founders and senior leadership teams, with named customers spanning wineries (Joseph Phelps, Frog's Leap, Ridge Vineyards, Colgin, Spottswoode, Palmaz, Buoncristiani, Storica), beverage alcohol (Gallo), and adjacent consumer brands (Madison Reed, Animoto). The company is bootstrapped and founder-owned with no institutional investors, funding rounds, or M&A activity disclosed.
Commercially, Assemblage pursues content marketing through its blog/insights section and case studies as a top-of-funnel mechanism, with calendar-based 30-minute diagnostic assessments as the primary conversion path. Its partnership ecosystem includes core technology integrations (Salesforce, Klaviyo, Shopify, Commerce7, Accounting Seed), implementation partners (Endsight, Fortisureit, Trove), and ancillary providers (Red Chirp, Jet, InnoVint, 829 Studios). The firm frames its positioning explicitly against 'traditional consulting,' emphasizing hands-on execution by former operators rather than strategy decks, and reports quantified client outcomes including 10-25% DTC revenue growth, 22-38% conversion lift, and 200+ hours saved per team per quarter.
Assemblage Strategy Group firmographics
Firmographics- Name
- Assemblage Strategy Group
- Legal name
- Assemblage Consulting Group
- Website
- https://assemblagestrategygroup.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Assemblage Strategy Group is a Napa-based, operator-led consulting firm founded in 2019 that delivers strategic consulting, systems integration, and sales enablement services to mid-market and enterprise CPG brands, with deep specialization in wine and beverage alcohol.
- Ownership category
- akta.pro rank
Assemblage Strategy Group industry classification
Industry- Product category
- Management Consulting
- NAICS
- Management Consulting Services (54161)
- SIC
- Services-Management Consulting Services (8742), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Enterprise Application License Advisory, Vendor Management & Optimization (BPAEAGAO)
Keywords
Where Assemblage Strategy Group is headquartered
LocationHeadquarters
- HQ city
- Napa
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Assemblage Strategy Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Strategic Consulting Services: Operator-led strategy consulting engagements with senior executives. Engagements include hands-on execution support, 90-day sprints, and ongoing advisory relationships. Pricing model based on project scope and engagement duration.
- Systems Integration Services: Business systems optimization and implementation services for CRM, ERP, e-commerce, and fulfillment platforms. Includes integration architecture, deployment, and change management support.
- Cost Savings Consultancy: Cost reduction approach that shares in savings realized. Zero risk, zero out-of-pocket model typically achieving 25-85% reduced spending in key operational expense categories.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Pay-as-you-go | Consultation and Assessment |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels5 records
Assemblage Strategy Group product offering
Product offeringCore offering
Assemblage Strategy Group is an operator-led consulting firm that provides strategic consulting, systems integration, and sales enablement services to CPG and wine brands. The firm integrates e-commerce, ERP, and CRM platforms (Shopify, NetSuite, Salesforce) into a unified operational architecture, supports DTC revenue growth of 10-25% in 12-18 months, and delivers hands-on execution rather than strategy decks. Services target emerging brands through $100M+ enterprises, with particular specialization in wine, beverage alcohol, and specialty CPG companies.
Product overview
Assemblage Strategy Group offers a unified consulting portfolio combining operator-led strategic consulting, systems integrations architecture, and sales enablement services for CPG and wine brands. The core offering consists of Strategic Consulting Services that drive 10-25% DTC revenue growth, supported by Systems Integrations that connect commerce platforms (Shopify, Square), CRM systems (Salesforce, HubSpot), ERP platforms (NetSuite, QuickBooks), marketing automation (Mailchimp, Klaviyo, SendGrid), fulfillment logistics (ShipStation, FedEx, UPS), and compliance tools (Avalara, Sovos ShipCompliant) into one operational engine. Sales Enablement services provide B2C and B2B go-to-market strategy with demand generation, recurring revenue optimization, and analytics. The offering is complemented by a Cost Savings Consultancy through partner Trove (25-85% operational expense reduction) and downloadable resources including the Blueprint for Modern DTC Growth and Systems Integration Readiness Checklist. The company operates an operator-led model, not traditional consulting, working with CPG operators from emerging brands to $100M+ enterprises, with particular expertise in wine marketing and beverage alcohol.
Differentiator
Problem solved
Functional benefit
Products and services
- Strategic Consulting Services Operator-led strategy consulting for CPG and wine brands, integrating systems, enabling sales teams, and delivering measurable results. Focuses on DTC revenue growth of 10-25% within 12-18 months through hands-on execution with senior executives.
- Systems Integrations Business systems integration architecture and implementation, connecting commerce platforms (Shopify, Square, Commerce Cloud), CRM (Salesforce, HubSpot), ERP (NetSuite, QuickBooks), marketing automation (Mailchimp, Klaviyo), fulfillment (ShipStation, UPS, FedEx), and compliance systems (Avalara, Sovos ShipCompliant) into a unified data architecture for CPG and wine brands.
- Sales Enablement Sales leadership and support for B2C and B2B go-to-market strategies for CPG brands. Includes business objectives, key reports, demand generation, recurring revenue optimization, dynamic campaigns, automated approaches, incentive alignment, and analytics. Includes downloadable 'Blueprint for Modern DTC Growth' (eight core strategies) and a Systems Integration Readiness Checklist PDF.
- Cost Savings Consultancy Cost-savings consultancy approach delivered through partner Trove offering vendor review and contract optimization. Zero risk, zero out-of-pocket model that can result in 25-85% reduced spending in key operational expense categories, with the firm sharing in realized savings.
Quantifiable outcome
- 10-25% DTC revenue growth in 12-18 months
- +6 more outcomes
Companies that use Assemblage Strategy Group
Customer profileNamed customers13 records
Segments5 records
Ideal customer profiles2 records
Assemblage Strategy Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration43 records
Assemblage Strategy Group partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Accounting SeedcorePartnership for financial accounting integration and ERP solutions. Supports accounting systems architecture for CPG and wine industry clients.
- Commerce7coreBeverage alcohol commerce platform partnership for DTC wine and spirits sales, hospitality experiences, and club management.
- SalesforcecoreCRM, Sales Cloud, Service Cloud, and Marketing Cloud integration partner. Supports customer relationship management and marketing automation implementations.
- KlaviyocoreEmail marketing automation and customer data platform partnership. Supports push and automated email campaigns for customer journeys.
- EndsightminorManaged IT services partnership providing technical infrastructure and support for client operations.
- FortisureitminorIT services and systems integration consulting for operational technology implementations.
- TrovecoreCost savings consultancy partnership offering vendor review and contract optimization services. Zero risk, zero out-of-pocket model sharing in realized savings.
Scale indicators4 records
Recent moves6 records
Expansion highlights4 records
Assemblage Strategy Group competitors and assessment
Company assessmentDirect peers
- Force Management: Force Management is a sales enablement and revenue methodology consulting firm that works with B2B and B2C sales teams to drive predictable growth. Comparable as a sales enablement consulting peer overlapping with Assemblage's sales enablement capability for CPG brands.
- Simplus (Infosys): Simplus is a Salesforce Summit-tier consulting partner specializing in CRM, ERP, and quote-to-cash implementations. Comparable as a systems integration peer, particularly overlapping with Assemblage's Salesforce, NetSuite, and CRM/ERP implementation work.
- Hawke Media: Hawke Media is a full-service CPG and DTC marketing agency offering strategy, paid media, and lifecycle services. Comparable as a mid-market CPG growth services peer that overlaps with Assemblage's strategy and sales enablement offerings.
- Trellis: Trellis is a DTC growth and systems integration agency for CPG brands, offering strategy, Shopify/CRM implementation, and lifecycle marketing. Directly comparable to Assemblage's operator-led, systems-plus-strategy model serving mid-market CPG.
- Tinuiti: Tinuiti is a performance marketing agency specializing in CPG, retail, and DTC brands across paid media, CRM, and marketplace channels. Comparable as a larger operator providing full-funnel growth services to the same CPG/DTC buyer.
Broad incumbents
- Slalom Consulting: Slalom is a large strategy and technology consulting firm with deep Salesforce, ERP, and CRM implementation practices. Comparable as a broader incumbent that competes for the same systems-integration and strategy work Assemblage does for mid-market CPG.
- Accenture: Accenture is a global management consulting, technology, and systems integration firm with a large CPG practice. Comparable as a broad incumbent competing for enterprise CPG systems integration and strategy work that Assemblage also targets.
Emerging players
- Bigeye: Bigeye is a CPG-focused data and analytics consultancy that helps consumer brands operationalize first-party data and lifecycle analytics. Comparable as an emerging specialist serving mid-market CPG analytics and enablement needs that overlap with Assemblage's data-driven sales enablement.
- Pinea Consulting: Pinea Consulting is a wine industry-specific management consultancy focused on DTC, hospitality, and operational strategy for wineries and beverage alcohol producers. Comparable as a niche wine/beverage consulting peer overlapping with Assemblage's core wine industry specialization.
- The MOST Agency: The MOST Agency is a CPG growth agency focused on operational strategy and revenue acceleration for emerging and mid-market brands. Comparable as a smaller operator-led growth consultancy serving a similar CPG buyer profile.
Market position
Weaknesses5 records
Competitive moat3 records
Key highlights6 records
Customer concentration
Assemblage Strategy Group social profiles
Digital presenceAssemblage Strategy Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Assemblage Strategy Group leadership team
Management profileNumber of profiles
Assemblage Strategy Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Assemblage Strategy Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Assemblage Strategy Group
What does Assemblage Strategy Group do?
Assemblage Strategy Group is an operator-led consulting firm that provides strategic consulting, systems integration, and sales enablement services to CPG and wine brands. The firm integrates e-commerce, ERP, and CRM platforms (Shopify, NetSuite, Salesforce) into a unified operational architecture, supports DTC revenue growth of 10-25% in 12-18 months, and delivers hands-on execution rather than strategy decks. Services target emerging brands through $100M+ enterprises, with particular specialization in wine, beverage alcohol, and specialty CPG companies.
Is Assemblage Strategy Group a public or private company?
Assemblage Strategy Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Assemblage Strategy Group founded?
Assemblage Strategy Group was founded in 2019. It employs 1 to 10 people.
Where is Assemblage Strategy Group based?
Assemblage Strategy Group is headquartered in Napa, United States, in the North America region.
How does Assemblage Strategy Group make money?
Three revenue lines are on record. Strategic Consulting Services are the primary driver. The others are systems Integration Services and cost Savings Consultancy.
Who are Assemblage Strategy Group's main competitors?
Direct peers on record are Force Management, Simplus (Infosys), Hawke Media, Trellis and Tinuiti. Broad incumbents are Slalom Consulting and Accenture. Emerging players are Bigeye, Pinea Consulting and The MOST Agency.
Does Assemblage Strategy Group have an API?
No public API is recorded for Assemblage Strategy Group.
What industry is Assemblage Strategy Group in?
Assemblage Strategy Group's product category is Management Consulting. Its primary akta.pro industry code is BPAEAGAO, Enterprise Application License Advisory, Vendor Management & Optimization. Its NAICS code is 54161 and its SIC code is 8742.