Holistic services Independent and holistic financial services firm with nearly 90 years of combined experience, positioning Firenze Wealth Management as a trusted advisor for comprehensive financial planning and growth strategies.

Growth opportunity Revenue range of 10M to 25M suggests scale and potential cross-sell of advisory, retirement planning, and investment management services to mid-market clients seeking personalized, high-touch service.

Tech stack Uses cloud and analytics tools (HubSpot Analytics, AWS, Datadog, Google Console) indicating readiness for data-driven client engagement, marketing automation, and scalable service delivery to improve client onboarding and retention.

Partnership leverage Securities and advisory services offered through LPL Financial create a channel through a large network with potential for co-marketing, compliance-aligned product expansion, and access to a broader client base.

Expansion runway Small to mid-sized firm with established branding and philosophy inspired by Renaissance values; suitable for selective partnerships or platforms that amplify wealth management with holistic solutions to affluent or growth-focused clients.