Independent advisory Cooper/Haims is a long-standing fee-based Registered Investment Advisor with a no proprietary products stance, signaling a selling point for firms seeking unbiased financial guidance and potential partnerships around transparent fee structures.

Mid-size focus With 11-50 employees and annual revenue in the 10M–25M range, there is likely appetite for scalable tech enhancements, practice management solutions, or vendor services that fit a growing, mid-market advisory firm.

Technology stack The use of Google Hosted Libraries, Node.js, Google Tag Manager, Adobe Experience Cloud and other tools suggests opportunities to discuss modernizing digital client experiences, CRM integrations, data analytics, and marketing automation tailored for financial services.

Succession & growth Established since 1981 with a fee-based model, the firm may be exploring growth, succession planning, or geographic expansion, opening potential for advisory M&A consulting, practice growth services, or strategic partnerships.

Competitive landscape Operating in a market with large incumbents and wealth management platforms, Cooper/Haims could benefit from solutions that differentiate client experience, enhance onboarding, and improve efficiency to compete with bigger firms.