Ownership and Independence As a 100% employee-owned and independent firm with a 20-year history, Cardinal Investment Advisors may value customized, unbiased investment consulting services and may be interested in solutions that support long-term growth and operational stability.

Recent Acquisition The company's recent acquisition by Mariner Wealth Advisors, adding $292 billion in assets under advisement, indicates potential opportunities to offer scalable wealth management technology or integration solutions to large advisory networks.

Financial Range With revenues between $10 million and $25 million, Cardinal Investment Advisors is a mid-sized firm likely seeking efficient ways to optimize processes and expand its client offerings without large-scale infrastructural investments.

Technology Stack Utilizing common web technologies such as MySQL and jQuery, the firm might be receptive to modernizing or enhancing its IT infrastructure, especially in areas like data management and cybersecurity to support its consulting services.

Market Focus Focusing solely on institutional investment consulting within the competitive financial services industry, Cardinal Advisors may be interested in innovative asset management products, regulatory compliance tools, or market analytics to differentiate itself.