Acquisition Opportunity FirstWave Financial was acquired by Savant Wealth Management for 440M in January 2024, indicating strong strategic fit and ongoing integration opportunities for selling services that align with wealth management consolidation, transition support, and cross-firm scalability.

Florida Expansion With the acquisition, there is a presence expansion in Florida that can be leveraged to offer scalable technology, compliance, and client onboarding solutions to a larger regional footprint and to Savant’s growing Florida client base.

WealthCoaching Offering The firm emphasizes a WealthCoaches model with experienced advisors; this presents an opportunity to offer advanced coaching platforms, advisory workflow tools, and client engagement solutions that enhance relationship depth and retention.

Tech Stack Fit Existing tech stack includes HubSpot, MySQL, Elementor, and analytics tools, suggesting a need for integrated marketing automation, data analytics, client portal enhancements, and security hardening that align with mid-market wealth managers.

Growth Readiness Revenue in the reported range and a small to mid-size employee base signal readiness for scalable fintech solutions, risk/compliance enhancements, and operations software that support growth without proportional headcount increases.