Diversified Investment Portfolio Brighton Jones has made significant investments in various companies such as Invesco FTSE RAFI Emerging Markets ETF, Simon Property Group, and Roper Technologies. This diversity in investments showcases potential opportunities for cross-selling financial services to clients interested in diverse investment portfolios.

Strategic Investment in Tech With a tech stack that includes Google Ads, Salesforce, and Microsoft Word, Brighton Jones demonstrates a commitment to technology. This presents a sales opportunity to provide tech-driven financial solutions to tech-savvy clients or companies looking to streamline their financial processes.

Significant Revenue Range Brighton Jones falls within the revenue range of $50M - $100M, indicating financial stability and potential for high-value partnerships or services. This revenue range positions them as a strong candidate for offering tailored financial services to clients with substantial wealth.

Strategic Investment Patterns The recent investment patterns of Brighton Jones in companies like Gartner, Rockwell Automation, and Tetra Tech suggest a focus on technology, sustainability, and innovation. Leveraging these investments, there is an opportunity to engage with clients who prioritize ESG investments or cutting-edge technologies.

Competitive Landscape Analysis By comparing Brighton Jones to similar companies like Fisher Investments and Edelman Financial Engines, sales teams can identify competitive advantages and unique selling propositions. Understanding the competitive landscape can help in crafting targeted sales strategies to attract clients seeking differentiated financial services.