Helm Partners
Helm Partners is a US-based, vendor-neutral technology advisory and IT sourcing firm that runs technology assessments and procurement services across cloud, security, AI, UCaaS, network, and expense management for 10,000+ enterprise and mid-market clients.
- Company typePrivate
- Founded2017
- HeadquartersPlymouth Meeting, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Helm Partners does
Helm Partners, operating as Bluewave Technology Group, LLC, is a privately held US-based technology advisory and IT solutions firm headquartered in Plymouth Meeting with 11-50 employees and founded in 2017. The company positions itself as a vendor-neutral technology advisor and sourcing partner for enterprise and mid-market organizations seeking guidance on AI, cloud, security, customer experience, communications, network, and infrastructure decisions. Richard Wilson serves as managing partner and CEO.
The firm's core product is a portfolio of assessment services — Rapid Assessment, CX Assessment, Cloud Assessment, Security Assessment, and Telecom Assessment — designed to evaluate technology posture, identify inefficiencies, and quantify cost savings (the company reports an average of 20-30% savings uncovered in Rapid Assessments). These assessments feed into a Strategic IT Sourcing offering that helps clients procure and manage technology vendors across solution categories including Security, Cloud, Contact Center, Voice/Collaboration/UCaaS, Network Connectivity, Data Center, Mobility, Expense Management, and BPO. The company has also introduced AI Advisory Services & Readiness Assessments to address AI transformation planning.
Commercially, Helm Partners operates a consultative direct-sales motion with a freemium entry point (free Rapid Assessment) and a savings calculator top-of-funnel tool, converting into custom-priced multi-year engagements. The firm reports 10,000+ clients under management, $35M+ in monthly IT spend under management, and a Net Promoter Score of 78. Pricing is not publicly disclosed; engagement terms are determined per scope. The company is privately held with no disclosed funding rounds, no parent company, and no public ownership structure.
Helm Partners firmographics
Firmographics- Name
- Helm Partners
- Legal name
- Bluewave Technology Group, LLC
- Website
- https://helmpartners.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Helm Partners is a US-based, vendor-neutral technology advisory and IT sourcing firm that runs technology assessments and procurement services across cloud, security, AI, UCaaS, network, and expense management for 10,000+ enterprise and mid-market clients.
- Ownership category
- akta.pro rank
Helm Partners industry classification
Industry- Product category
- IT Advisory Services
- NAICS
- Management Consulting Services (54161), Other Scientific and Technical Consulting Services (54169)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Digital Workplace & Collaboration Consulting (BPAHAEAH)
- akta.pro secondary industry
- Vendor & Contract Management (Software/Cloud) (BPAEAOAD)
Keywords
Where Helm Partners is headquartered
LocationHeadquarters
- HQ city
- Plymouth Meeting
- HQ country
- United States
- HQ region
- North America
Markets served
Helm Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- IT Advisory Services: Professional advisory services providing technology assessments and strategic guidance for organizations seeking to optimize their technology decisions
- Strategic IT Sourcing: Helping organizations source and procure technology solutions, managing the procurement process as a trusted advisor
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Pay-as-you-go | Rapid Assessment - Free initial assessment |
| Other | Multi-year contract | Full Engagement - Custom pricing |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
Helm Partners product offering
Product offeringCore offering
Helm Partners is a technology firm specializing in expense management, cybersecurity, network strategies, and cloud communications. The firm provides technology assessments and strategic IT sourcing across cloud, security, customer experience, and telecom domains, supported by AI advisory and readiness services. It offers structured assessment engagements, including a free Rapid Assessment, plus ongoing advisory work for organizations undergoing technology transformation.
Product overview
Bluewave operates as a vendor-neutral technology advisory and IT solutions partner offering a portfolio of assessment and solution services. The core offerings include assessment services (Rapid Assessment, CX Assessment, Cloud Assessment, Security Assessment, and Telecom Assessment) that help organizations evaluate their technology needs, combined with Strategic IT Sourcing for ongoing technology procurement guidance. Solution categories span AI Advisory, Security, Cloud, Contact Center, Voice/Collaboration/UCaaS, Network Connectivity, Data Center, Mobility, Expense Management, and BPO Solutions. This is a services-based portfolio rather than a unified software platform, with assessments serving as entry points and solutions covering specific technology domains for organizations seeking guidance on AI, cloud, security, CX, communications, network, and infrastructure decisions.
Differentiator
Problem solved
Functional benefit
Products and services
- Rapid Assessment A quick technology assessment service that helps organizations identify inefficiencies and uncover an average of 20-30% in savings, providing rapid insights into technology infrastructure and spending.
- CX Assessment Customer experience assessment that evaluates and guides CX transformation initiatives across technology touchpoints.
- Cloud Assessment Assessment service focused on cloud infrastructure evaluation, cost optimization, and migration strategy guidance.
- Security Assessment Cybersecurity assessment service that evaluates organizational security posture and identifies vulnerabilities and compliance gaps.
- Telecom Assessment Baseline technology assessment for telecom infrastructure, evaluating connectivity, costs, and service provider performance.
- Strategic IT Sourcing IT sourcing partnership service leveraging deep expertise to help organizations source and optimize technology solutions for scalability and effectiveness.
- AI Advisory Services & Readiness Assessments Advisory services to guide organizations through AI transformation, including readiness assessments for AI adoption.
Quantifiable outcome
- 20-30% average savings uncovered in Rapid Assessment
- +2 more outcomes
Companies that use Helm Partners
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
Helm Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
Helm Partners partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Our Partners (Technology Vendors)coreBluewave maintains relationships with multiple technology vendors and partners to provide vendor-neutral recommendations. The company references 'Our Partners' page and 'Strategic IT Sourcing' services indicating partnerships with technology vendors for sourcing purposes. Partners include major technology providers across cloud, security, communications, and infrastructure categories.
Scale indicators5 records
Recent moves5 records
Expansion highlights4 records
Helm Partners competitors and assessment
Company assessmentBroad incumbents
- Gartner: Gartner is the dominant IT advisory and research firm, providing technology research, advisory, and consulting to enterprise IT buyers. Comparable to Bluewave in the advisory portion of Bluewave's business (assessments, sourcing strategy), though Gartner is research-driven rather than procurement-driven.
- World Wide Technology (WWT): WWT is a large technology solution provider combining IT sourcing, professional services, and an innovation/integration lab. Comparable to Bluewave in offering vendor-neutral IT advisory and sourcing across cloud, security, and network, but with deeper technical and integration capabilities.
- CDW Corporation: CDW is a large, established IT solutions and sourcing provider serving enterprise, mid-market, and public-sector clients. It is comparable to Bluewave because it offers technology advisory, sourcing, and solutions across similar categories (cloud, security, networking, communications), though at vastly greater scale and with deeper vendor relationships.
- SHI International: SHI is one of the largest IT solutions and sourcing companies in the US, providing vendor-neutral procurement and advisory across cloud, security, mobility, and data center. Like Bluewave, SHI positions itself as a trusted advisor helping enterprises source and optimize technology purchases.
- Presidio: Presidio is a US-focused IT solutions provider offering advisory, sourcing, and managed services across cloud, security, networking, and collaboration. Directly comparable to Bluewave's targeted IT advisory and sourcing portfolio, especially in the mid-market segment.
- Insight Enterprises: Insight is a global IT solutions and services provider offering hardware, software, and services sourcing with advisory capabilities. It is comparable to Bluewave in serving enterprise IT buyers with sourcing and transformation services across cloud, security, and infrastructure, though Insight operates at much larger scale.
Direct peers
- Connection (Connection Public Sector): Connection is a mid-sized IT solutions and sourcing company serving enterprise, mid-market, and public-sector clients. It mirrors Bluewave's vendor-neutral model and offers similar solution categories (cloud, security, networking, communications), positioning it as a closely comparable direct competitor.
- Compass Datacenters / Bridgepointe Technologies: Bridgepointe Technologies is a tech advisory and sourcing firm helping enterprises navigate vendor selection, cost optimization, and contract negotiations across UCaaS, network, cloud, and security. It is a direct peer to Bluewave because both operate as vendor-neutral advisors helping mid-market and enterprise clients source and optimize technology spend.
- Advantage Communications Group (ACG) / MasterStream: ACG is a vendor-neutral technology advisor and sourcing firm specializing in telecom, UCaaS, and IT expense management. It is a direct peer to Bluewave because both offer telecom/communications sourcing, expense management, and advisory services to enterprises seeking to reduce IT spend and improve vendor decisions.
Regional players
- Carahsoft Technology Corp. Carahsoft is a leading IT solutions provider focused on the US public sector, acting as a master government aggregator for technology vendors. Comparable to Bluewave in the strategic IT sourcing motion, though specialized in government versus Bluewave's broader enterprise focus.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights7 records
Customer concentration
Helm Partners social profiles
Digital presenceHelm Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Helm Partners leadership team
Management profileNumber of profiles
Profiles1 record
Helm Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Helm Partners 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 Helm Partners
What does Helm Partners do?
Helm Partners is a technology firm specializing in expense management, cybersecurity, network strategies, and cloud communications. The firm provides technology assessments and strategic IT sourcing across cloud, security, customer experience, and telecom domains, supported by AI advisory and readiness services. It offers structured assessment engagements, including a free Rapid Assessment, plus ongoing advisory work for organizations undergoing technology transformation.
Is Helm Partners a public or private company?
Helm Partners is a private company. It is classified as unknown and is currently operating.
When was Helm Partners founded?
Helm Partners was founded in 2017. It employs 11 to 50 people.
Where is Helm Partners based?
Helm Partners is headquartered in Plymouth Meeting, United States, in the North America region.
How does Helm Partners make money?
Two revenue lines are on record. IT Advisory Services are the primary driver. The others are strategic IT Sourcing.
Who are Helm Partners's main competitors?
Broad incumbents on record are Gartner, World Wide Technology (WWT), CDW Corporation, SHI International, Presidio and Insight Enterprises. Direct peers are Connection (Connection Public Sector), Compass Datacenters / Bridgepointe Technologies and Advantage Communications Group (ACG) / MasterStream. Carahsoft Technology Corp. is listed as a regional player.
Does Helm Partners have an API?
No public API is recorded for Helm Partners.
What industry is Helm Partners in?
Helm Partners's product category is IT Advisory Services. Its primary akta.pro industry code is BPAHAEAH, Digital Workplace & Collaboration Consulting, with a secondary code of BPAEAOAD, Vendor & Contract Management (Software/Cloud). Its NAICS code is 54161 and its SIC code is 8742.