Digital Presence The company relies on WordPress, Google AdSense and Open Graph for online presence, suggesting opportunities to upsell modern website redesign, SEO/SEM, security hardening, and conversion optimization for banking services.

Cloud and Security Active use of Amazon ALB and Akamai indicates a cloud-based hosting approach; propose cloud optimization, managed hosting, security assessments, and data protection services tailored for financial institutions.

Financial Services Fit Revenue range of 10–25M with a very small staff hints at potential for scalable banking products such as merchant services, payment processing, treasury management, and credit facilities for SMB clients.

Local Growth Potential Based in Tacoma with mid-market revenue, there is an opportunity to target local SMEs with regional banking solutions, SBA loan programs, and streamlined digital onboarding to attract and retain clients.

Small Team Advantage With only 2–10 employees, they may benefit from outsourced IT and security services, Microsoft 365 optimization, and regulatory-compliant managed services to reduce overhead while supporting growth.