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WaterStreet Research Partners

Full company profile

uuid002u7ju

Namestring
WaterStreet Research Partners
Legal namestring
WaterStreet Research Partners, LLC
Websiteurl
waterstreetrp.com
Company typeenum
Private
Founded yearint
2017
Short descriptiontext

WaterStreet Research Partners is a privately held Minnetonka-based investment research firm offering proprietary Smart Mix Index solutions through a private-label model, enabling RIAs, institutional investors, banks, and broker-dealers to deliver academically grounded investment strategies under their own branding.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
1–10
akta.pro rankint
HeadquartersMinnetonka, United States
HQ citystring
Minnetonka
HQ countrystring
United States
HQ regionstring
North America
Markets served

Serves global market

Offices1 record

Each record includes

City, Country, Type, Description, Source

Keyword5 values
investment research services, private label indexes, quantitative investment strategies, asset management consulting, institutional investment research
Industry3 codes
1Strategy & Thematic Research
CodeFSACAGAGPrimaryYes
2Sector-Specific Industry Research
CodeFSACAGALPrimaryNo
3Investor Education, Research & Portfolio Analytics Services (Retail)
CodeFSAAAAAOPrimaryNo
NAICS code1 code
  • Portfolio Management and Investment Advice523940
SIC code2 codes
  • Investment Advice6282
  • Services-Management Consulting Services8742
Product category
Investment Research & Index Solutions
Social media profiles1 record
GTM motion1 record

Each record includes

Type, Description, Source

Revenue model2 records
1Private-Label Index Solutions
TypeSubscription Recurring
Description

Provides RIAs and institutional investors with turn-key private label investment solutions including Smart Mix Indexes, presentation decks, holdings reports, and ongoing institutional research under the client's branding.

waterstreetrp.com
2Investment Research Services
TypeSubscription Recurring
Description

In-sourcing investment research and asset management capabilities to financial advisors, enabling them to focus on client service while expanding their investment offering.

waterstreetrp.com
Marketing channels3 records

Each record includes

Title, Type, Stage, Description, Source

Distribution channels1 record

Each record includes

Title, Type, Scope, Target buyer, Description, Source

GTM typeB2B
B2B
Offering typeServices
Services
Brand1 of 7 records shown
1Smart Mix Index Series
Description

Customized index solutions including Smart Mix Wide Moat Plus (Warren Buffett-type strategy), Smart Mix Durable Dividend, Smart Mix Thematic Growth (Disruptive Technology), Smart Mix Tactical Overlay, Smart Mix Adaptive Fixed Income, and Smart Mix Diversified Alternatives.

waterstreetrp.com
+6 more records
Core offering1 text field

WaterStreet Research Partners delivers private-label institutional investment research and proprietary Smart Mix Index solutions to RIAs, institutional investors, banks, and independent broker dealers. The offering is a turn-key investment management platform featuring six customized indexes (Wide Moat Plus, Durable Dividend, Thematic Growth, Tactical Overlay, Adaptive Fixed Income, Diversified Alternatives), supported by presentation decks, holdings reports, and ongoing institutional research delivered under the client's branding. The service enables financial firms to in-source sophisticated investment strategies while maintaining focus on client-facing activities.

Differentiator
Functional benefit
Problem solved
Quantifiable outcome1 of 3 values shown
  • Eliminate expenses and distractions from maintaining full investment teams
+2 more records
Product and service4 records
1Smart Mix Wide Moat Plus
CategoryInvestment Strategy Index
2Smart Mix Durable Dividend
CategoryInvestment Strategy Index
3Smart Mix Thematic Growth
CategoryInvestment Strategy Index
4Smart Mix Tactical Overlay
Scale indicator3 records

Each record includes

Type, Value, Description, Source

Peers10 records
1FactSet
TypeDirect peer
Description

FactSet delivers investment research, analytics, and data to institutional investors and advisor workflows. Its strategy research and portfolio analytics offerings compete head-on with WaterStreet's institutional research and Smart Mix Index suite.

2MSCI
TypeBroad incumbent
Description

MSCI is a leading global index provider whose factor, thematic, and ESG indices are widely licensed to asset managers and advisors. Smart Mix's factor and thematic strategies compete for the same shelf space inside advisor model portfolios.

3WisdomTree
TypeEmerging player
Description

WisdomTree provides thematic and factor-based ETFs and indexes used by advisors for portfolio construction. Its thematic lineup overlaps with Smart Mix Thematic Growth and factor strategies, though it is an issuer rather than a private-label research provider.

4Zacks Investment Research
TypeDirect peer
Description

Zacks provides equity research, earnings data, and model portfolios to advisors and individual investors. It is comparable as a research-house with quantitative stock-selection products resembling WaterStreet's factor-based Smart Mix Indexes.

5CFRA Research
TypeDirect peer
Description

CFRA (formerly S&P Capital IQ equity research) provides institutional-grade investment research, including strategy, thematic, and stock-selection research, to advisors and asset managers — closely mirroring WaterStreet's research-plus-indexes model.

6Envestnet
TypeBroad incumbent
Description

Envestnet is a broad wealth management platform that offers model portfolios, research, and turn-key asset management programs to advisors. Its in-sourced research and model marketplace directly competes with WaterStreet's private-label offering.

7Morningstar
TypeDirect peer
Description

Morningstar provides investment research, analytics, and advisor-facing tools (e.g., Advisor Workstation) to RIAs and institutions. It directly overlaps with WaterStreet's mission of supplying institutional-grade investment research to advisors, though at vastly greater scale.

8Argus Research
TypeDirect peer
Description

Argus Research is an independent investment research firm providing fundamental equity research and model portfolios to institutional investors and RIAs. It is comparable as a research-driven, advisor-and-institution focused firm with model portfolios akin to Smart Mix.

9Orion Advisor Tech
TypeBroad incumbent
Description

Orion is a broader advisor technology platform encompassing portfolio management, reporting, and research integration. While not solely a research firm, it competes in the same advisor workflow and embeds research/index capabilities that overlap with WaterStreet's offering.

10YCharts
TypeDirect peer
Description

YCharts is an investment research and analytics platform built specifically for RIAs and financial advisors, offering screening, comparison, and model portfolio tools. Direct functional overlap with WaterStreet's advisor-facing research and index platform.

Market position
Customer concentration

Classification, Details

Named customers4 records

Each record includes

Name, Industry, Type, Use case, Source, UUID

Segment4 records

Each record includes

Title, Type, Primary, Description, Pain point addressed, Use case, Source

Technology focused
Yes
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Feature6 records

Each record includes

Title, Differentiator, Description, Source

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

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

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment

Each record includes

Name, Round, Announced date, Lead investor, Website, News

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

WaterStreet Research Partners

Investment Research & Index Solutionswaterstreetrp.com

WaterStreet Research Partners is a privately held Minnetonka-based investment research firm offering proprietary Smart Mix Index solutions through a private-label model, enabling RIAs, institutional investors, banks, and broker-dealers to deliver academically grounded investment strategies under their own branding.

WaterStreet Research Partners firmographics

Firmographics
Name
WaterStreet Research Partners
Legal name
WaterStreet Research Partners, LLC
Website
https://waterstreetrp.com
Company type
Private
Founded year
2017
Operating status
Operating
Headcount range
1–10 employees
Short description
WaterStreet Research Partners is a privately held Minnetonka-based investment research firm offering proprietary Smart Mix Index solutions through a private-label model, enabling RIAs, institutional investors, banks, and broker-dealers to deliver academically grounded investment strategies under their own branding.
Ownership category
akta.pro rank

WaterStreet Research Partners industry classification

Industry
Product category
Investment Research & Index Solutions
NAICS
Portfolio Management and Investment Advice (523940)
SIC
Investment Advice (6282), Services-Management Consulting Services (8742)
akta.pro primary industry
Strategy & Thematic Research (FSACAGAG)
akta.pro secondary industries
Sector-Specific Industry Research (FSACAGAL), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)

Keywords

  • Investment research services
  • Private label indexes
  • Quantitative investment strategies
  • Asset management consulting
  • Institutional investment research

Where WaterStreet Research Partners is headquartered

Location

Headquarters

HQ city
Minnetonka
HQ country
United States
HQ region
North America

Offices1 record

Markets served

WaterStreet Research Partners business model

Business model
GTM type
B2B
Offering type
Services

Revenue model

  1. Private-Label Index Solutions: Provides RIAs and institutional investors with turn-key private label investment solutions including Smart Mix Indexes, presentation decks, holdings reports, and ongoing institutional research under the client's branding.
  2. Investment Research Services: In-sourcing investment research and asset management capabilities to financial advisors, enabling them to focus on client service while expanding their investment offering.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

WaterStreet Research Partners product offering

Product offering

Core offering

WaterStreet Research Partners delivers private-label institutional investment research and proprietary Smart Mix Index solutions to RIAs, institutional investors, banks, and independent broker dealers. The offering is a turn-key investment management platform featuring six customized indexes (Wide Moat Plus, Durable Dividend, Thematic Growth, Tactical Overlay, Adaptive Fixed Income, Diversified Alternatives), supported by presentation decks, holdings reports, and ongoing institutional research delivered under the client's branding. The service enables financial firms to in-source sophisticated investment strategies while maintaining focus on client-facing activities.

Differentiator

Problem solved

Functional benefit

Brands

  • Smart Mix Index Series: Customized index solutions including Smart Mix Wide Moat Plus (Warren Buffett-type strategy), Smart Mix Durable Dividend, Smart Mix Thematic Growth (Disruptive Technology), Smart Mix Tactical Overlay, Smart Mix Adaptive Fixed Income, and Smart Mix Diversified Alternatives.
  • Smart Mix Wide Moat Plus
  • Smart Mix Durable Dividend
  • Smart Mix Thematic Growth
  • Smart Mix Tactical Overlay
  • Smart Mix Adaptive Fixed Income
  • Smart Mix Diversified Alternatives

Products and services

  • Smart Mix Wide Moat Plus
  • Smart Mix Durable Dividend
  • Smart Mix Thematic Growth
  • Smart Mix Tactical Overlay

Quantifiable outcome

  • Eliminate expenses and distractions from maintaining full investment teams
  • +2 more outcomes

Companies that use WaterStreet Research Partners

Customer profile

Named customers4 records

Segments4 records

WaterStreet Research Partners technology and API

Technology

Technology focussed Yes

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Feature6 records

WaterStreet Research Partners partnerships and signals

Strategic signal

Scale indicators3 records

WaterStreet Research Partners competitors and assessment

Company assessment

Direct peers

  • FactSet: FactSet delivers investment research, analytics, and data to institutional investors and advisor workflows. Its strategy research and portfolio analytics offerings compete head-on with WaterStreet's institutional research and Smart Mix Index suite.
  • Zacks Investment Research: Zacks provides equity research, earnings data, and model portfolios to advisors and individual investors. It is comparable as a research-house with quantitative stock-selection products resembling WaterStreet's factor-based Smart Mix Indexes.
  • CFRA Research: CFRA (formerly S&P Capital IQ equity research) provides institutional-grade investment research, including strategy, thematic, and stock-selection research, to advisors and asset managers — closely mirroring WaterStreet's research-plus-indexes model.
  • Morningstar: Morningstar provides investment research, analytics, and advisor-facing tools (e.g., Advisor Workstation) to RIAs and institutions. It directly overlaps with WaterStreet's mission of supplying institutional-grade investment research to advisors, though at vastly greater scale.
  • Argus Research: Argus Research is an independent investment research firm providing fundamental equity research and model portfolios to institutional investors and RIAs. It is comparable as a research-driven, advisor-and-institution focused firm with model portfolios akin to Smart Mix.
  • YCharts: YCharts is an investment research and analytics platform built specifically for RIAs and financial advisors, offering screening, comparison, and model portfolio tools. Direct functional overlap with WaterStreet's advisor-facing research and index platform.

Broad incumbents

  • MSCI: MSCI is a leading global index provider whose factor, thematic, and ESG indices are widely licensed to asset managers and advisors. Smart Mix's factor and thematic strategies compete for the same shelf space inside advisor model portfolios.
  • Envestnet: Envestnet is a broad wealth management platform that offers model portfolios, research, and turn-key asset management programs to advisors. Its in-sourced research and model marketplace directly competes with WaterStreet's private-label offering.
  • Orion Advisor Tech: Orion is a broader advisor technology platform encompassing portfolio management, reporting, and research integration. While not solely a research firm, it competes in the same advisor workflow and embeds research/index capabilities that overlap with WaterStreet's offering.

Emerging players

  • WisdomTree: WisdomTree provides thematic and factor-based ETFs and indexes used by advisors for portfolio construction. Its thematic lineup overlaps with Smart Mix Thematic Growth and factor strategies, though it is an issuer rather than a private-label research provider.

Market position

Customer concentration

WaterStreet Research Partners social profiles

Digital presence

WaterStreet Research Partners financial estimates

Financial estimate

Revenue estimate

Valuation estimate

WaterStreet Research Partners leadership team

Management profile

Number of profiles

WaterStreet Research Partners funding detail

Funding detail

Funding overview

Funding rounds

Investors

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

WaterStreet Research Partners M&A and investment

M&A and investment

M&A

Investments

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

Frequently asked questions about WaterStreet Research Partners

What does WaterStreet Research Partners do?

WaterStreet Research Partners delivers private-label institutional investment research and proprietary Smart Mix Index solutions to RIAs, institutional investors, banks, and independent broker dealers. The offering is a turn-key investment management platform featuring six customized indexes (Wide Moat Plus, Durable Dividend, Thematic Growth, Tactical Overlay, Adaptive Fixed Income, Diversified Alternatives), supported by presentation decks, holdings reports, and ongoing institutional research delivered under the client's branding. The service enables financial firms to in-source sophisticated investment strategies while maintaining focus on client-facing activities.

Is WaterStreet Research Partners a public or private company?

WaterStreet Research Partners is a private company. It is currently operating.

When was WaterStreet Research Partners founded?

WaterStreet Research Partners was founded in 2017. It employs 1 to 10 people.

Where is WaterStreet Research Partners based?

WaterStreet Research Partners is headquartered in Minnetonka, United States, in the North America region.

How does WaterStreet Research Partners make money?

Two revenue lines are on record. Private-Label Index Solutions are the primary driver. The others are investment Research Services.

Who are WaterStreet Research Partners's main competitors?

Direct peers on record are FactSet, Zacks Investment Research, CFRA Research, Morningstar, Argus Research and YCharts. Broad incumbents are MSCI, Envestnet and Orion Advisor Tech. WisdomTree is listed as an emerging player.

Does WaterStreet Research Partners have an API?

No public API is recorded for WaterStreet Research Partners.

What industry is WaterStreet Research Partners in?

WaterStreet Research Partners's product category is Investment Research & Index Solutions. Its primary akta.pro industry code is FSACAGAG, Strategy & Thematic Research, with a secondary code of FSACAGAL, Sector-Specific Industry Research. Its NAICS code is 523940 and its SIC code is 6282.

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