Growth momentum EP Wealth Management has pursued significant expansion through acquisitions and leadership changes in 2026, including acquiring Opes Wealth, Divergent Planning, and expanding the East Coast footprint. This signals a need for scalable onboarding, integration support, and client experience technology to harmonize new assets and teams.

AUM expansion With recent acquisitions adding over $900 million in assets under management and a revenue range of 25 to 50 million, there are opportunities to offer advanced tax planning, estate and real estate integration solutions, and consolidated reporting tools to serve a larger, more complex client base.

Leadership signals Executive promotions and new appointments such as chief client solutions officer and chief financial officer indicate emphasis on client experience, governance, and scalable operations—opening doors for partnerships in client-centric technology, CRM, and workflow automation.

Tech stack fit Current technologies (AWS, New Relic, Pardot, Active Directory, and analytics tools) show a modern, cloud-enabled setup with marketing automation and security posture—potential to propose integrated data analytics, security hardening, and optimization for client data platforms.

Talent and services Hiring activity in 2026 across financial planning and regional leadership suggests a growing advisory capability; sales opportunities exist for training services, advisor enablement, and scalable client engagement programs to enhance productivity and retention.