East Bay Investment Solutions

Name

East Bay Investment Solutions

Legal name

East Bay Financial Services LLC

Website

https://eastbayis.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Advisory / Outsourced CIO Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

OCIO Providers (Outsourced CIO) (FSAAAGAH)

akta.pro secondary industries

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD), OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

Keywords

• Outsourced CIO services
• Investment advisory services
• Portfolio management
• Manager due diligence
• OCIO solutions

Headquarters

HQ city

Charleston

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. OCIO/Outsourced CIO Services: Flat-fee subscription-based OCIO services for planning-focused financial advisors. Services include model portfolio construction, manager due diligence, investment recommendations, and ongoing advisory support. Starts at $4,120/month with pricing varying by complexity. No asset-based fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

East Bay Investment Solutions provides Outsourced Chief Investment Officer (OCIO) and fractional CIO services to planning-focused financial advisors and RIAs. Its core work covers model portfolio construction and maintenance, proactive manager due diligence, investment recommendations, economic and market commentary, white-label client communications, and an exclusive client resource library, delivered under a non-discretionary consulting model that preserves the advisor's final decision-making authority.

Product overview

East Bay Investment Solutions operates as a unified OCIO (Outsourced Chief Investment Officer) platform offering fractional investment leadership to planning-focused financial advisors. The core offering centers on OCIO Services and Fractional CIO Services, supported by continuous services including Model Portfolio Construction and Maintenance, Proactive Portfolio Analysis & Manager Due Diligence, Proactive Investment Recommendations, Economic and Market Commentary Reports, Annual On-Site Office Visits, Ready-to-Use Client Communications, East Bay Client Resource Library access, and Documentation of Investment-Related Discussions. The platform also offers À la Carte Services for additional customization. Advisors access these services through the East Bay Client Center portal, which provides white-labelable collateral and proprietary research materials.

Differentiator

Problem solved

Functional benefit

Products and services

• Outsourced Chief Investment Officer (OCIO) Services Fractional investment officer support providing planning-focused financial advisors with portfolio construction, manager due diligence, and investment strategy oversight. Includes model portfolio maintenance, proactive analysis, and fiduciary decision support for RIAs.
• Fractional CIO Services Strategic investment leadership delivered on a part-time basis, allowing advisory firms to access experienced investment expertise without the cost of a full-time in-house hire.
• Model Portfolio Construction and Maintenance Continuous construction and upkeep of investment model portfolios tailored to each advisory firm's investment philosophy and client needs.
• Proactive Portfolio Analysis & Manager Due Diligence Ongoing evaluation of portfolio allocations and rigorous due diligence on investment managers to ensure quality and alignment with client objectives.
• East Bay Client Center Password-protected client portal providing access to proprietary summaries, position papers, thought pieces, and practice management resources for advisory firm clients.
• À la Carte Services Optional add-on services including client and prospect portfolio reviews, custom research topics, specific client communications, evaluation of portfolio management strategies, and virtual or in-person client/prospect meetings.

Quantifiable outcome

• Client AUM nearly tripled in first three years of partnership with East Bay
• +2 more outcomes

Named customers5 records

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Vetted Professional NetworkcoreOthersEast Bay has curated a trusted network of professionals including ops consultants, fintech specialists, compliance pros, marketing strategists, outsourced traders, and business consultants. Clients gain access to this network as part of the OCIO partnership. These professionals help advisors solve operational challenges, tech stack upgrades, compliance needs, and growth objectives.

Scale indicators3 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Mercer Advisors: National RIA providing outsourced investment management and CIO services to advisor firms and their clients. Overlaps East Bay's OCIO and model portfolio offerings as part of a much broader wealth management platform.
• Envestnet (PMC): Largest TAMP and advisor technology platform in the U.S., offering model portfolios, manager research, and OCIO-style services through PMC. Directly competes for the same planner-focused RIA clients East Bay serves, albeit via asset-based pricing.
• AssetMark: Major TAMP providing model portfolios, manager due diligence and investment platform services to thousands of RIAs. Comparable in OCIO-style service delivery and advisor-segment focus, with much greater scale and technology investment.
• Focus Partners (formerly Buckingham OCIO): Large RIA support platform with a national OCIO/CIO services group serving advisor firms. Directly comparable in OCIO functionality to East Bay but with vastly greater scale, technology investment and a national advisor support stack.
• Orion Portfolio Solutions (formerly Brinker Capital): TAMP and OCIO unit within Orion serving advisor firms with custom model portfolios, manager research and multi-asset solutions. Overlaps East Bay's outsourced investment offering, with integration into the broader Orion advisor tech stack.

Direct peers

• Clark Capital Management: Independent OCIO and ETF model portfolio provider serving RIAs, financial advisors and institutional clients with portfolio construction and manager research. Closely comparable to East Bay's planner-focused, advisor-targeted OCIO value proposition.
• Mariner OCIO: Mariner's outsourced CIO practice serves independent advisors and small institutions with portfolio construction, manager research and investment policy support — directly comparable in target customer, service model and OCIO positioning to East Bay, but with substantially greater scale.
• Dana Investment Advisors: Long-standing OCIO and sub-advised portfolio provider serving advisors, sub-advisory platforms and institutional clients. Comparable to East Bay in providing outsourced portfolio construction and due diligence to advisor firms, though with greater fixed-income and institutional emphasis.

Emerging players

• Sage Capital Advisors: Boutique OCIO firm serving small/mid-sized RIA firms with portfolio construction and investment policy support. Closely comparable in target customer and service mix to East Bay, with similar scale and philosophy-driven positioning.
• Modal (formerly PMG): Tech-enabled OCIO and investment management platform for advisor firms, offering portfolio analytics, manager research and outsourced investment operations. Comparable in advisor-target OCIO focus, with a more SaaS-style technology positioning.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 East Bay Investment Solutions