Acquisition Growth FormulaFolios was acquired by Brookstone Capital Management, creating one of the fastest growing and largest RIAs for independent retirement advisors. This presents a sales opportunity to offer consolidation-friendly tech, practice management, and scalable back-office services to a rapidly expanding platform.

Technology Stack Brookstone uses a diverse tech stack including Tableau, Azure DevOps, Zendesk, NetSuite, Jira, Trello, Imperva and Vimeo. There is potential to upsell integrated analytics, workflow automation, security enhancements, client support optimization, and collaboration tools tailored for a larger RIA ecosystem.

Financial Growth Reported revenue range of 10 to 25 million with aspirations to scale through acquisitions and asset growth. This signals demand for scalable compliance, performance reporting, and financial planning software of appropriate cost and integration depth for mid-market RIAs.

Active Investments Brookstone has active investment activity across technology and financial assets (Zscaler stake, 2x Long VIX ETFs, Estée Lauder stake, Humacyte). This indicates openness to outside-in asset management services, data-driven research, and portfolio analytics partnerships.

Growth Opportunities As a rapidly expanding RIA with a focus on retirement advisors, there is strong cross-sell potential for retirement planning tools, practice management consulting, client experience enhancements, and cybersecurity or data protection services to support a growing advisor network.