Wealth and retirement Target mid-market individuals, families, and business owners in need of comprehensive wealth management and retirement planning services to grow and protect wealth over time.

Employee benefits Leverage their expertise to offer group health plans and executive benefits to mid-sized businesses seeking to attract and retain talent, presenting a cross-sell opportunity from personal wealth to corporate solutions.

Tech light Utilize their current tech stack and analytics capabilities to position data-driven financial guidance for clients, while identifying opportunities to modernize client onboarding and reporting to improve efficiency and client experience.

Strategic partnerships Capitalize on recent and historical partnerships, such as military transition-focused collaboration, to expand into veterans and military-connected communities as a niche growth channel.

Growth profile With a revenue range of 10M-25M and a lean team, propose scalable wealth and benefits solutions for small to mid-sized firms, including potential affiliate or referral programs to accelerate client acquisition.