Consumer-focused investment and marketing firm building PR and brand services
Helios & Partners operates as both an investment firm and a hands-on consumer marketing company, with their dual structure reflected in a tech stack split between finance tools (NetSuite, QuickBooks, Xero) and modern web/marketing platforms (React, Next.js, Shopify, Google Analytics 4). Active hiring across marketing, sales, and design—with accelerating velocity—signals expansion of their PR business unit, which is currently their primary scaling challenge alongside financial forecasting and paid media complexity.
Helios & Partners is a Santa Monica-based investment and marketing firm focused on consumer-ecosystem investing. The firm operates through two primary channels: an investment arm and Helios Worldwide, a consumer marketing operating company that works across brand, marketer, and consumer touchpoints. They are currently building out a commercial PR business unit while managing traditional finance and marketing operations. The firm has 51–200 employees across the United States, China, Singapore, and Colombia.
NetSuite, QuickBooks, and Xero for core accounting and financial management, with Excel and Google Sheets for modeling and analysis.
Google Analytics 4, Google Tag Manager, Cision, Meltwater, Meta, TikTok, LinkedIn, and Shopify for paid media, analytics, and commerce.
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