Merged with Cerity Edge Financial Advisors recently merged with Cerity Partners, presenting a cross-sell opportunity to Cerity’s existing client base and joint marketing potential to expand service offerings and leverage broader platform capabilities.

AUM Growth With over 375 million in client assets and a revenue range of 1 to 10 million, there is potential to upsell advanced wealth management services, retirement income planning, and tax/estate coordination to higher-net-worth individuals and business owners within their expanding AUM.

RIA Fiduciary As an independent fiduciary, Edge emphasizes transparent, client-first advisory. This positioning can be leveraged to target conservative buyers seeking regulated, conflict-free investment guidance, potentially expanding to higher-margin financial planning offerings and ongoing advisory engagements.

Succession & Business Edge customizes strategies for business owners including succession, exit, and retirement planning. This creates avenues for targeted outreach to owner-operators and SMEs seeking exit-planning, continuity solutions, and executive benefit planning.

Tech Stack & Ops Current technology footprint includes major platforms like HubSpot, AWS, Piwik PRO, and programmatic ad channels. There is an opportunity to position value-added data analytics, marketing automation, and scalable client onboarding services to improve efficiency and enable growth for a growing RIA.