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Investment Management

Goldman Sachs

Access Goldman Sachs' expertise and investment solutions.

"Goldman Sachs provides a range of financial services and technology solutions for Registered Investment Advisors. Their offerings include portfolio management tools, research, and access to investment products, enabling RIAs to enhance their investment strategies and client service capabilities. Firms use Goldman Sachs to leverage their expertise and resources for improved investment outcomes."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #95 in Investment Management
Validated Adoption
130 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Access to Goldman Sachs research
Institutional-grade investment strategies
Portfolio construction tools
Risk management resources
Execution and trading services

Primary Use Cases

Custodial services and trading
Portfolio management and reporting
Accessing sophisticated investment strategies

Agentic Intelligence Briefing

"Goldman Sachs offers RIAs access to institutional-caliber investment research, strategies, and execution services to improve portfolio performance and client outcomes."

Real-time Forensic Synthesis

Competitive Strengths

Established brand and reputation
Comprehensive investment management platform
Access to Goldman Sachs research and insights

Adoption Hazards

Potentially higher costs compared to other custodians
May be more complex than necessary for smaller RIAs
Integration with existing technology may require custom development

Stack Compatibility Profile

How Goldman Sachs integrates into institutional RIA stacks.

130 Firms Analyzed
Riskalyze Online
98%
Stack Correlation
Nitrogen Wealth
89%
Stack Correlation
Elements Financial Planning
68%
Stack Correlation
Bill.com
59%
Stack Correlation
Morningstar Office
54%
Stack Correlation
Advisor Websites (Responsive)
52%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
Registered Investment Advisors (RIAs) seeking institutional-level investment solutions
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Schwab Advisor Services
2Fidelity Institutional
3Pershing Advisor Solutions

Value Proposition

"Leverage the prestige and resources of Goldman Sachs to offer your clients a robust and comprehensive investment management experience."

Audit Your RIA Stack

See how Goldman Sachs fits into your overall tech efficiency score.

Alternative Peer Landscapes

Adaptive

Investment Data & Analytics: Powering Smarter Decisions.

Deeper Intel

Amplify

Amplify: Powering Portfolio Management for RIAs.

Deeper Intel

Andes

Andes: Aligning investments with client risk profiles.

Deeper Intel

Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel
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