Established Industry Presence With over 33 years of experience as a founding firm in investment consulting, Evaluation Associates demonstrates deep industry expertise and a strong reputation that can be leveraged to build trust and expand relationships with institutional clients seeking reliable consulting services.

Focused Market Niche Operating exclusively within the financial services industry with a dedicated team of up to 200 employees, the company offers specialized investment consulting, making it well-positioned to provide targeted solutions to similar organizations looking to enhance their investment strategies.

Stable Financials Generating between $25 million and $50 million in revenue, Evaluation Associates shows solid financial performance, indicating a healthy organization that may be receptive to new technology integrations or expanded service offerings.

Parent Company Backing As an independently managed subsidiary of Milliman, a well-established global consulting firm, Evaluation Associates has access to broader resources and expertise, offering opportunities to cross-sell comprehensive consulting or actuarial services to its existing client base.

Potential for Technology Upgrades Although specific details on technology are limited, the firm's proactive approach and long-standing industry presence suggest an openness to adopting advanced investment management tools or data analytics services to enhance client solutions and operational efficiency.