Niche Focus 360 Wealth Management specializes as a fiduciary firm dedicated to providing personalized, fee-based financial advisory services, positioning itself as a trusted partner for high-net-worth clients seeking comprehensive wealth management solutions.

Growth Potential With current revenues between one and ten million dollars, the company shows room for expansion, especially by leveraging its fiduciary stance and personalized client relationships to attract clients from larger competitors.

Technology Use The firm's association with 55ip, an investment technology developer, indicates an emphasis on integrating advanced tech solutions to optimize investment strategies and improve client outcomes, offering opportunities for technology partnership sales.

Market Positioning Operating within the highly competitive financial services industry with similar firms like Charles Schwab and Fidelity, 360 Wealth Management can differentiate itself through its bespoke service model and emphasis on client trust.

Client Engagement As a firm that positions itself as a family office and emphasizes guiding clients through life transitions, there is a sales opportunity to develop tailored product packages that address comprehensive wealth and estate planning needs for affluent individuals.