Financial Expertise EPIC Financial Strategies operates within the financial services industry targeting clients seeking comprehensive wealth management and financial planning, presenting opportunities to offer advanced financial products and personalized advisory services.

Growing Revenue With annual revenues estimated between 25 and 50 million dollars, the company demonstrates strong market positioning and openness to premium financial solutions that can enhance client portfolios and operational efficiency.

Tech-Driven Solutions Utilizing advanced digital tools such as Google Cloud, Stripe, and Cloudflare suggests a technology-savvy approach, indicating potential for selling innovative financial technology integrations or cybersecurity enhancements.

Market Position Compared to larger competitors like USI Insurance Services and Aon, EPIC’s more boutique scale offers tailored service opportunities and flexibility for clients seeking personalized financial strategies and niche market segments.

Employee Engagement With a relatively small team of 11-50 employees, there are opportunities to provide scalable HR, training, or operational solutions aimed at supporting growth and improving internal efficiencies.