Boutique Scale Independent wealth management firm with a small team (2-10 employees) and revenue in the 1M-10M range, presenting an opportunity to upsell enhanced advisory platforms, back-office support, and scalable technology to support growth.

Technology Stack Active use of cloud and web technologies (Google Cloud, JSON-LD, reCAPTCHA, YouTube) indicating openness to digital onboarding, client portals, and digital marketing enhancements to attract and service more clients.

Target Market Fit Clients include individuals, business entities, and nonprofits; potential to upsell specialized services such as fiduciary planning, tax-efficient investing, and ESG or impact investing solutions for diverse client segments.

Geographic Focus Based in Indianapolis with local presence, opportunity to expand into nearby markets leveraging existing connections, referrals, and a reputation for prudent, unbiased investment guidance.

Competitive Position Small independent firm with solid revenue visibility; can differentiate through personalized service, fee transparency, and accelerated onboarding, while leveraging digital marketing to compete with larger advisory firms.