Independent fiduciary Arrivity positions itself as a fiduciary independent advisory firm that does not earn commissions and is not tied to investment funds or insurance companies. Sales opportunity: highlight value to clients seeking truly unbiased planning and explore partnerships with custodians or product providers that align with a fee-only model.
Boutique CFP team With a small team of CFPs and advisors in Seattle, Arrivity emphasizes personalized planning regardless of wealth. Sales opportunity: offer white-label or co-branding services, targeted marketing support, and scalable tech tools to help them grow client capacity without compromising fiduciary quality.
Tech stack leverage Their use of WordPress, Google Tag Manager, Vimeo, and other tools suggests openness to digital marketing and client education. Sales opportunity: propose enhanced client onboarding platforms, education content partnerships, and analytics-driven marketing services to attract and convert high-intent prospects.
Revenue growth Reported revenue between one and ten million indicates a growing firm with scale potential but limited size. Sales opportunity: discuss scalable financial planning software, CRM, and practice management solutions to support growth and improve profitability for a fee-based model.
Non-commission model As a 100% best-interest, no-commission advisor, Arrivity caters to clients seeking objective guidance. Sales opportunity: position complementary services such as estate planning, tax optimization, or retirement planning partnerships that align with fee-based engagement and curtail conflicts of interest.