Brand Transition Opportunity Hilliard Lyons has recently rebranded and joined Baird, presenting an opportunity to engage them with tailored solutions that support their ongoing integration and brand positioning efforts.

Growth Potential With a revenue range of 500 million to 1 billion and a sizable workforce, Hilliard Lyons is positioned for expansion and could benefit from technology and services that enhance operational efficiency and client experience.

Market Alignment As part of the wealth management industry alongside large firms like Charles Schwab and Fidelity, Hilliard Lyons may be interested in scalable solutions that support competitive differentiation and regulatory compliance.

Technology Adoption Given their operational scale, Hilliard Lyons may be seeking advanced financial technologies, data analytics, or cybersecurity services to maintain client trust and improve decision-making processes.

Community and Values Their emphasis on deep values and community involvement suggests opportunities for partnership with ESG-focused investment platforms or corporate social responsibility solutions that resonate with their client-first approach.