Expanding Service Portfolio Edge Advisors offers a comprehensive suite of consulting services including practice sales, recruiting, accounting and tax, branding and marketing, insurance, and financial planning, presenting multiple cross-selling opportunities across their core expertise areas.

Midwest Presence Based in Appleton, Wisconsin, Edge Advisors has a strong regional influence in the Midwest, making them a prime partner for organizations seeking localized consulting and services within this geographic market.

Growth Potential With an annual revenue estimated between $25 million and $50 million and a relatively small team, Edge Advisors is likely seeking strategic partnerships for expansion, technology integration, or new service development.

Innovative Approach Recognized with the MMAC Future 50 award, Edge Advisors emphasizes a fresh, holistic, and relationship-focused approach, which can appeal to clients looking for modern, personalized consulting solutions.

Digital Engagement Utilizing advanced digital tools like Shopify, Cloudflare, and SEO strategies, Edge Advisors demonstrates a robust online presence that can be leveraged for targeted marketing campaigns and lead generation strategies.