Harborside Group is a financial services firm based in Baltimore, Maryland, established in 2004. With a team of approximately 25–30 employees and an annual revenue of $5 million, the company specializes in intermediary distribution services for asset managers, mutual fund companies, broker-dealers, and registered investment advisors. The firm offers customized sales and marketing strategies to help clients navigate the complexities of financial distribution. Their key services include facilitating access to broker-dealer platforms, optimizing sales through data-driven tools, and managing costs associated with distribution. Harborside Group focuses on supporting long-term growth-oriented investment management firms, particularly those facing challenges like reduced platform availability and rising distribution costs. They emphasize data integration and analytics to enhance efficiency and scalability in asset gathering.