Growing Market Presence Following its acquisition by CAPTRUST, Freedom One Financial has significantly expanded its national footprint in the retirement advisory sector, presenting opportunities to target similar firms seeking strategic growth and scalable advisory services.

Specialized Retirement Expertise With nearly 25 years of experience in providing unbiased retirement plan solutions and high-touch employee advice, the company serves a niche market of emerging growth companies, indicating a potential for tailored financial technology solutions and consulting services.

Technology Adoption Utilizing a modern tech stack including analytics tools like Google Analytics and automation platforms such as Marketo, the company emphasizes digital engagement and operational efficiency—potential upsell opportunities in fintech integrations or client engagement platforms.

Mid-Size Growth Potential Operating with an employee count of 51-200 and revenue between $10 million and $25 million, Freedom One Financial represents a mid-sized firm poised for expansion, making it a prime target for scalable financial services, compliance solutions, and operational support to facilitate growth.

Industry Alignment As part of the broader $10 billion revenue advisory landscape alongside competitors like Wells Fargo Advisors and Morgan Stanley, Freedom One offers opportunities to position comprehensive wealth management, fiduciary oversight, and compliance solutions aimed at firms seeking differentiation in a competitive market.