Client Wealth Focus Brouwer & Janachowski specializes in high-net-worth individuals and families, emphasizing long-term wealth preservation and generational planning, making them a prime target for advanced financial technology solutions and premium advisory services.

Recent Merger Opportunity Following their acquisition by Cerity Partners and subsequent merger, there is potential to offer integration tools, compliance solutions, and infrastructure upgrades to support their expanded operations and streamline post-merger integration processes.

Technology Stack The firm utilizes cloud services like AWS and diverse management tools, indicating openness to innovative fintech platforms, cybersecurity solutions, and digital advisory tools to enhance client engagement and operational efficiency.

Growth Potential With a managed asset base of approximately 1.7 billion dollars and a revenue range of 1 to 10 million, targeted financial products or growth-oriented software could help accelerate their asset growth and expand service offerings.

Market Positioning As a boutique firm with nearly three decades of service, Brouwer & Janachowski may be interested in scalable enterprise solutions that can support their personalized client approach while maintaining high service quality amidst industry consolidation.