Merged Wealth Platform The company merged with Alphacore Wealth Advisory in December 2024, signaling a unified platform for wealth management services and potential cross-sell opportunities across comprehensive planning, tax strategy, estate design, and asset management.

AUM Target Focus remains on households with investible assets in the 2 to 10 million range, indicating a clear mid to upper-mid market segment for tailored advisory services and sophisticated financial strategies.

Revenue Scale Reported revenue in the 1 to 10 million range suggests growing advisory capacity and potential for expanding service offerings, higher-margin advisory fees, and scaled technology adoption.

Mid-Sized Firm Employee count of 51-200 places the firm in the mid-sized segment, presenting opportunities to partner on enterprise-grade solutions, compliance services, and scalable client onboarding technology.

Comprehensive Services Service breadth includes tax strategy, estate planning, financial planning, and asset management, providing ample opportunities to upsell integrated solutions to current clients and attract new households seeking holistic wealth management.