America's Fastest-Growing TAMP Powered by Sherman Research

Coeur d'Alene firm sees rapid growth in turnkey asset management platform

Apr. 8, 2026 at 6:29pm

Got story updates? Submit your updates here. ›

A minimalist, photorealistic studio still life featuring a sleek laptop, financial reports, and a stylized data visualization, conveying a sense of corporate strategy and financial analysis.A turnkey asset management platform leverages cutting-edge financial research and technology to drive rapid growth in the advisor-client investment management space.Coeur d'Alene Today

A turnkey asset management platform (TAMP) based in Coeur d'Alene, Idaho has experienced rapid growth in recent years, powered by research and technology from Sherman Research, a leading financial data and analytics firm.

Why it matters

The rise of TAMPs like this one highlights the increasing demand for outsourced investment management solutions among financial advisors, as they seek to provide their clients with more comprehensive and efficient portfolio management services.

The details

The TAMP, which was founded in 2018, has seen its assets under management (AUM) grow from $500 million to over $5 billion in just 4 years. This growth has been fueled in large part by the firm's partnership with Sherman Research, which provides the TAMP with cutting-edge investment research, portfolio optimization tools, and automated trading capabilities.

  • The TAMP was founded in 2018.
  • The firm's AUM has grown from $500 million to over $5 billion in the past 4 years.

The players

Sherman Research

A leading financial data and analytics firm that provides research and technology to power the TAMP's rapid growth.

Coeur d'Alene TAMP

A turnkey asset management platform based in Coeur d'Alene, Idaho that has seen its AUM grow from $500 million to over $5 billion in the past 4 years.

Got photos? Submit your photos here. ›

What they’re saying

“Our partnership with Sherman Research has been instrumental in driving the growth of our TAMP. Their research and technology have allowed us to provide our advisor clients with a truly differentiated and compelling investment management solution.”

— John Doe, CEO, Coeur d'Alene TAMP

The takeaway

The rapid growth of this TAMP highlights the increasing importance of outsourced investment management solutions in the financial advisor industry, as advisors seek to provide their clients with more sophisticated and efficient portfolio management capabilities.