Atlanta, GA & Burlington, NC — December 5, 2025
Financial advisors face a crisis of differentiation regarding their value, client experiences, and operations especially as interest in alternative investments continues to grow. This partnership unites two organizations built to support those objectives.
1776ing empowers advisors with:
- To leverage private market investments for clients and prospects
- A clean, investor-facing interface that helps clients understand complex offerings
- Paperless investment processes powered by data intelligence
- Centralized client management and logs that update in real time
- Connectors/API infrastructure integrating value add tools like Orion, Salesforce, HubSpot, Vistra, SmartSheet, KYC+OFAC+Bad Actor checks, Docusign etc..
- Custom branding capabilities enabling advisors to fully brand a digital alternative investment experience for their clients.
Discover Blind Spots equips advisors through:
- Clear, structured messaging and brand development
- A library of custom produced, edited, and deployed video content
- Business development coaching that helps advisors identify growth opportunities
- Marketing and communication strategies that foster deeper client relationships and intentional growth
- Additional services such as website development or social media growth/management
New Capabilities Advisors Will Gain Through This Collaboration
Combining investment technology with strategic marketing support creates a new advisor experience – one where growth and operational efficiency reinforce each other.
1. A Seamless Advisor & Client Journey
Advisors can integrate their branded messaging with a polished online investment environment – making every step of the client experience feel intentional and professional.
2. Stronger Client Acquisition & Engagement
Discover Blind Spots helps advisors sharpen their value proposition, while 1776ing’s investor tools enhance the educational and decision-making process for prospects and existing clients.
3. Scaled Back-Office Efficiency
1776ing reduces time spent on manual alternative investment processes, freeing advisors to focus on relationship-building and growth.
4. Unified Growth Infrastructure
Advisors can now align their brand, their processes, and their investment technology under one cohesive system without oversubscribing to a variety of other solutions that only provide fractional support.
5. Streamlined Referral Access to Specialists
Both companies will guide advisors to the right resource – either for technology transformation (1776ing) or business/marketing clarity (Discover Blind Spots) – ensuring advisors receive targeted support quickly.
Leadership Commentary
Sean O’Toole, Founder & CEO of 1776ing, shared:
“Advisors today need more than streamlined investment technology – they need the strategic clarity and confidence to grow their business. Discover Blind Spots excels at helping advisors articulate their value and build intentional growth pathways. Together, we’re giving advisors both the tools and the strategy to scale.”
Tim Riddle, CEO of Discover Blind Spots, commented:
“Our goal is to help advisors uncover blind spots in their marketing and messaging. Partnering with 1776ing allows us to connect our clients with a powerful, compliant, and modern platform that elevates how they deliver opportunities. The combination strengthens both sides of an advisor’s business.”
About 1776ing
1776ing is a technology platform built for financial advisors, broker-dealers, and issuers in private markets. The platform streamlines access, due diligence, investment processing, compliance, billing oversight, and data flows across all participating parties. Designed for transparency and built with industry-aligned processes, 1776ing enables advisors to deliver a modern, professional alternative investment experience. Connect with our team to learn more.
About Discover Blind Spots
Discover Blind Spots helps financial advisors grow with clarity and intention through strategic marketing, leadership coaching, and communication frameworks. The firm equips advisors with tools to refine their message, strengthen client relationships, and build businesses grounded in purpose and aligned leadership. Learn more at discoverblindspots.com.
Media Contacts
1776ing | Amit Michaeli
Email: amit@1776ing.com
Discover Blind Spots | Tim Riddle
Email: tim@discoverblindspots.com
Disclosures:
The content published on the 1776ing Blog is for informational and educational purposes only and should not be considered financial, legal, tax, or investment advice. The insights shared are intended to promote discussions within the alternative investment community and do not constitute an offer, solicitation, or recommendation to buy or sell any securities or investment products.
