Strong Industry Position Cardinal Investment Advisors operates as a highly focused, independent investment consulting firm with a long-standing reputation of 20 years, emphasizing its stability and specialized expertise in institutional investment advising.
Recent Acquisition Opportunity The recent acquisition by Mariner Wealth Advisors for $292 billion signifies strategic expansion and potential collaboration opportunities for complementary financial services or integration of advisory assets.
Growth Potential With annual revenues estimated between $10 million and $25 million and a relatively small, dedicated team of 11 to 50 employees, there is scope for scaling operational efficiencies and expanding client engagement.
Technological Stack Utilizing a modern set of tools including Open Graph, MySQL, and jQuery, Cardinal displays an emphasis on integrating current technologies, which could provide avenues for tailored digital solutions or upgrades.
Market Focus As a specialized institutional investment consultant, the firm presents opportunities for customized financial products, advisory services, and strategic partnerships in the competitive financial services landscape.