Strategic Acquisitions EP Wealth Management has been actively growing through acquisitions, including Clearview Wealth Advisors, Better Money Decisions, and Rappaport Reiches Capital Management, indicating a willingness to expand client base and assets through strategic mergers and acquisitions.

Growth Capital Investment Recent investment from Ares Management provides EP Wealth with additional growth capital, supporting initiatives in technology, talent acquisition, and expanded client services, presenting opportunities for IT vendors and recruitment firms aiming to partner with a rapidly scaling firm.

Geographic Expansion The firm has recently expanded its physical presence in key markets like Chicago and Idaho, signifying potential interest in local financial technology solutions, compliance, and regional marketing services for new offices.

Technology Modernization With recent hires of a Chief Product and Technology Officer and a focus on integrating tech tools such as SQL, Pardot, and Lessonly, EP Wealth is investing in upgrading its operational infrastructure, opening prospects for software providers and digital transformation partners.

Market Positioning As a mid-sized player in the financial services industry with revenue between $25M and $50M, EP Wealth is positioned for targeted growth in competitive markets, making it a strategic partner for firms offering scalable technology solutions, talent acquisition, and M&A advisory services.