Strategic Blueprint

What Strategic Blueprint does

Strategic Blueprint LLC is a Registered Investment Adviser (RIA) platform headquartered in Atlanta, Georgia, that serves independent financial advisors and Investment Adviser Representatives (IARs) operating or transitioning to fee-based advisory practices. Founded in 2017, the company is a wholly-owned subsidiary of SFA Holdings, Inc., and operates as part of the SFA Partners family of companies alongside The Strategic Financial Alliance (SFA, a broker-dealer member FINRA/SIPC) and SFA Insurance Services. The stated value proposition is to remove back-office, compliance, and technology friction so advisors can focus on client-facing work, with a simplified pricing model, smooth transition process, and a multi-custodial technology stack.

The core product is a multi-custodial RIA platform that integrates established wealth management technology providers: Black Diamond by SS&C Advent for portfolio reporting, business intelligence, and third-party integrations; iRebal for tax-efficient portfolio rebalancing, dynamic cash management, and tax-loss harvesting; Laserfiche for document management, paired with LaserApp for form completion and DocuSign for electronic signatures; and Redtail Technology for CRM. Advisors can custody assets through either Fidelity Clearing and Custody Solutions or Schwab Advisor Services. The platform is complemented by a community ecosystem (National Conference, Diamond Conference, Fall Workshop, SFA Partners Strategic Advisory Council, Women Advisors Network) and an advisory operations team providing compliance support such as CCO services, Form ADV filings, and Code of Ethics administration.

Strategic Blueprint generates revenue from recurring platform fees paid by independent advisors, with flexible billing options supporting AUM-based fees, flat fees, or subscription arrangements, billed monthly or quarterly. The go-to-market is sales-led and consultative, executed through an Advisor Relations team that assesses fit via contact forms, phone inquiries, and relationship-based outreach. Customer segments are concentrated on independent financial advisors seeking RIA affiliation, advisors transitioning from broker-dealer to RIA-only models, and hybrid advisors who want to combine fee-based and transaction-based services. Strategic Blueprint is a private, employee- and advisor-owned company with 11-50 employees and no publicly disclosed revenue or funding.

Name

Strategic Blueprint

Legal name

Strategic Blueprint LLC

Website

https://strategicblueprint.net

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Strategic Blueprint is a Registered Investment Adviser (RIA) platform in Atlanta that provides independent financial advisors with integrated technology, multi-custodial flexibility, compliance support, and peer community resources to operate independent advisory practices.

Ownership category

akta.pro rank

Product category

Investment Advisory Platform

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)

akta.pro secondary industry

Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Registered investment adviser
• RIA platform services
• Wealth management technology
• Advisor transition support
• Independent advisor services

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. RIA Platform Services: Strategic Blueprint generates revenue as a Registered Investment Adviser (RIA) platform, providing services to fee-based independent financial advisors. Revenue is derived from AUM-based fees, flat fees, and subscription arrangements with flexibility for monthly or quarterly billing.
2. Fee-Based Advisory Services: The company supports advisors who charge based on Assets Under Management (AUM), flat fees, or subscription arrangements, providing billing flexibility to accommodate various advisor business models.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Strategic Blueprint LLC is a Registered Investment Adviser (RIA) platform that provides independent financial advisors with a simplified pricing model, a smooth transition process, and an integrated technology suite (Black Diamond, iRebal, Laserfiche, Redtail CRM). The platform is multi-custodial, supporting both Fidelity Clearing and Custody Solutions and Schwab Advisor Services, and operates within the SFA Partners family that also includes a broker-dealer (SFA) and SFA Insurance Services.

Product overview

Strategic Blueprint is a Registered Investment Adviser (RIA) platform serving independent financial advisors with a unified offering that combines a core RIA platform with integrated technology modules. The platform comprises Black Diamond by SS&C Advent for wealth management and reporting, iRebal for portfolio rebalancing, Laserfiche for document management (integrated with LaserApp and DocuSign), and Redtail Technology for CRM. The suite is multi-custodial, supporting Fidelity Clearing and Custody Solutions and Schwab Advisor Services, enabling advisors to maintain their independence while accessing comprehensive tools for growth.

Differentiator

Problem solved

Functional benefit

Products and services

• Strategic Blueprint RIA Platform Registered Investment Adviser platform that provides independent financial advisors with simplified pricing, a smooth transition process, multi-custodial support (Fidelity Clearing and Custody Solutions or Schwab Advisor Services), and an integrated technology suite including Black Diamond by SS&C Advent, iRebal, Laserfiche (with LaserApp and DocuSign), and Redtail Technology CRM. Designed for advisors who want to operate a fee-based independent RIA practice while focusing on client financial goals.
• Investment Management Services Advisory service supporting advisors who manage client investments themselves or prefer to leverage third-party managers, providing flexibility in investment approach within the Strategic Blueprint RIA platform.

Named customers1 record

Segments4 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration8 records

Feature5 records

Partnerships

Eight partnerships are on record, tiered core and flagship.

• Fidelity Clearing and Custody SolutionscoreTechnology or IntegrationStrategic Blueprint is multi-custodial, enabling advisors to choose Fidelity Clearing and Custody Solutions as their custodian. Fidelity provides clearing, custody, and brokerage services through National Financial Services LLC or Fidelity Brokerage Services LLC, Members NYSE, SIPC.
• Schwab Advisor ServicescoreTechnology or IntegrationStrategic Blueprint is multi-custodial, enabling advisors to choose Schwab Advisor Services for custody and support services through Charles Schwab & Co., Inc. This provides advisors with custodian flexibility based on their specific needs.
• Black Diamond by SS&C AdventcoreTechnology or IntegrationBlack Diamond is a wealth platform integrated into the Strategic Blueprint technology suite, offering customized reporting, outsourced data management, business intelligence, and access to third-party integrations.
• iRebalcoreTechnology or IntegrationiRebal is portfolio rebalancing software integrated into the Strategic Blueprint platform, providing tax-efficient rebalancing, dynamic cash management, and tax loss harvesting capabilities.
• LaserfichecoreTechnology or IntegrationLaserfiche document management software is integrated into the Strategic Blueprint technology suite, streamlining manual processes into digital workflows and integrating with LaserApp and DocuSign.
• Redtail TechnologycoreTechnology or IntegrationRedtail Technology provides a web-based CRM solution integrated into the Strategic Blueprint platform, designed specifically for financial professionals to manage their book of business.
• The Strategic Financial Alliance (SFA)flagshipStrategic or Co-development PartnerSFA is a sister company within the SFA Partners family, operating as a broker-dealer (member FINRA/SIPC) that supports transaction-based independent financial advisors. Many advisors affiliate in a hybrid manner, leveraging both SFA and Strategic Blueprint. The two companies share services and support through SFA Partners.
• SFA Insurance ServicescoreStrategic or Co-development PartnerSFA Insurance Services is part of the SFA Partners family of companies, providing insurance services to complement the broker-dealer and RIA platforms offered by sister companies.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• LPL Financial: The largest U.S. independent broker-dealer/RIA platform, providing custody, technology, and compliance for independent advisors — represents the scaled competitor Strategic Blueprint faces in advisor recruiting.
• Cetera Financial Group: Major independent advisor network offering an RIA platform along with broker-dealer and insurance capabilities — closely mirrors the hybrid structure Strategic Blueprint pairs with sister SFA firms.
• Focus Financial Partners: Largest U.S. partnership of independent RIAs, providing tech, compliance, and back-office support — a scaled, PE-backed version of what Strategic Blueprint offers, but at materially larger scale.
• Advisor Group: Large independent advisor network (parent of Royal Alliance, FSC Securities, etc.) offering RIA and broker-dealer services — scaled competitor with overlapping hybrid model.

Direct peers

• Kestra Financial: Independent advisor platform offering RIA and broker-dealer services with integrated technology and consulting support — a closer mid-market parallel to Strategic Blueprint's structure.
• Commonwealth Financial Network: Independent broker-dealer/RIA platform offering integrated technology, practice management, and community for independent advisors — closely comparable to Strategic Blueprint's offering and hybrid positioning.
• Private Advisor Group: Mid-sized independent advisor platform offering RIA services, multi-custodial support, and practice management — a strong direct comparability with Strategic Blueprint's scale and offering.
• Cambridge Investment Research: Large independent advisor platform supporting RIAs with custody flexibility, technology, compliance, and community resources — directly comparable in serving independent advisors with a similar go-to-market.

Emerging players

• Wealth Enhancement Group: Independent RIA platform with integrated technology and advisor acquisition capabilities — comparable in building scaled RIA infrastructure for independent advisors.
• Sanctuary Wealth Group: High-net-worth-focused independent advisor platform providing tech, compliance, and community — comparable in providing an integrated platform for breakaway and independent advisors.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

Compliance2 records

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 Strategic Blueprint