Investment Research Partners

What Investment Research Partners does

Investment Research Partners, LLC ("IRP") is a privately held, Pennsylvania-registered investment advisor that provides customized investment management and research services to financial advisory firms. Its client base consists of independent financial advisory firms, registered investment advisors, and wealth management practices that require sub-advisory, consulting, research, and due diligence support. IRP positions itself as a behind-the-scenes partner to advisory firms, enabling them to serve their end clients while leveraging IRP's investment expertise and specialization in purpose-driven and values-based investment strategies.

The firm's core offerings include customized investment management, sub-advisory services, research provision, and due diligence support. On the content side, IRP publishes a multi-format research library — The Dashboard (monthly market updates), The Sunday Drive (weekly commentary by Michael Allison, CFA), Explorations, Signposts, and Primers — distributed via its blog, email newsletter, and LinkedIn page. The only disclosed technology integration is Plaid, offered optionally for aggregating outside account data from client financial institutions. Core technology is not otherwise disclosed.

IRP operates a sales-led, B2B go-to-market model, charging advisory fees for customized investment management and research services through a recurring subscription/retainer structure; pricing is not publicly disclosed. The firm is headquartered at 801-1 Pike Street, State College, Pennsylvania, with a mailing address in Lemont, and reports a commitment to donate 2% of annual revenue to environmental and charitable causes via One Percent for the Planet. The company is privately owned, with no disclosed institutional investors, parent company, or funding rounds.

Name

Investment Research Partners

Legal name

Investment Research Partners, LLC

Website

https://investmentresearchpartners.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Investment Research Partners, LLC is a Pennsylvania-registered investment advisor that provides customized investment management, sub-advisory, research, and due diligence services to financial advisory firms, specializing in purpose-driven and values-based strategies.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)

akta.pro secondary industries

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Sector-Specific Industry Research (FSACAGAL)

Keywords

• Investment advisory services
• Sub-advisory services
• Investment research
• Due diligence services
• Values-based investing

Headquarters

HQ city

State College

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Services: Provides investment advisory services to financial advisory firms as a sub-advisor, consultant, and research provider. Revenue is generated through advisory fees for customized investment management and research services.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Investment Research Partners provides customized investment management and research services to financial advisory firms. The firm operates behind-the-scenes as a sub-advisor, consultant, research provider, and due diligence professional to complement advisory firm teams, with a specialization in purpose-driven and values-based investment strategies. Services are delivered to independent financial advisory firms, registered investment advisors, and wealth management practices.

Product overview

Investment Research Partners operates as a customized investment management and research firm serving financial advisory firms. The company offers a unified suite of services including sub-advisory, research provision, and due diligence services, with a specialization in purpose-driven and values-based investment strategies. On the content side, they publish regular investment insights through multiple formats: The Dashboard (monthly market updates), The Sunday Drive (weekly newsletter by Michael Allison, CFA), Explorations (in-depth analysis), Signposts (market indicators), and Primers (educational content).

Differentiator

Problem solved

Functional benefit

Products and services

• Customized Investment Management Customized investment management services delivered to financial advisory firms, with a specialization in purpose-driven and values-based investment strategies.
• Sub-Advisory Services Behind-the-scenes sub-advisory services that complement financial advisory teams and empower firms to serve their clients.
• Research Provision Investment research services provided to financial advisory firms to support their investment decision-making.
• Due Diligence Services Due diligence professional support to help advisory firms evaluate investment managers and strategies.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

One partnership is on record.

• One Percent for the PlanetminorOthersInvestment Research Partners is a member of One Percent for the Planet, committing to give back 2% of annual revenue to charitable organizations and environmental causes.

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Envestnet: Envestnet offers a unified platform for RIAs encompassing portfolio construction, research, due diligence and sub-advisory — a large incumbent whose bundled offering competes head-on with IRP's multi-product suite for advisory firms.
• Morningstar: Morningstar is a global investment research and analytics firm whose advisor-facing business provides research, portfolio construction and due diligence tools to RIAs and wealth managers — directly overlapping IRP's research and due-diligence offerings, though it serves a much broader audience and asset classes.
• SEI Investments: SEI Investments delivers investment management programs, sub-advisory services and research support to advisors and institutional clients — a large incumbent that competes with IRP's customized management and due-diligence offerings.
• AssetMark: AssetMark is a turnkey asset management platform that provides investment solutions, research and sub-advisory services to financial advisors — a broader incumbent that competes with IRP across management, research and due diligence.
• Orion Advisor Solutions: Orion Advisor Solutions provides portfolio management, research and due-diligence workflows to RIAs — a broader incumbent with overlapping research and management capabilities, though centered on a tech platform rather than bespoke sub-advisory.

Direct peers

• Riskalyze (Nitrogen): Nitrogen (formerly Riskalyze) provides risk analytics, model construction and due-diligence tools sold to RIAs and advisory firms — overlapping IRP's research and portfolio construction functions with a technology-led, B2B-to-advisor model.
• Fi360 (Broadridge): Fi360, now part of Broadridge, focuses specifically on fiduciary and due-diligence training, analytics and services for investment advisors — directly comparable to IRP's due-diligence product line for advisory firms.
• Adhesion Wealth Advisor Solutions: Adhesion Wealth provides sub-advisory and TAMP services to RIAs and breakaway advisors — a direct competitor in the customized sub-advisory-for-advisory-firms segment that IRP occupies.
• CLS Investments: CLS Investments is a sub-advisory firm that builds and manages customized portfolios for financial advisors and RIAs — a direct match to IRP's core customized investment management and sub-advisory service line.
• Buckingham Strategic Partners: Buckingham Strategic Partners provides due-diligence, research and portfolio construction support to a network of independent advisors — overlapping IRP's B2B research, due-diligence and sub-advisory value proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/investment-research-partners-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Investment Research Partners