targeted wealth A boutique financial services firm with 11-50 employees and revenue in the mid-market range suggests opportunities to engage high-net-worth families, foundations, and endowments that may value personalized, independent investment guidance beyond what larger, product-driven firms offer.

legacy expertise Founded in 1974 and backed by a diverse team of attorneys, MBAs, and CFAs, Howard Capital Management can be positioned as a stable, experienced partner for complex wealth strategies, estate planning collaborations, and legacy preservation services.

expansion potential With offices in Los Angeles and New York, there may be opportunities to scale client coverage, enhance cross-market services, and attract additional UHNW clients seeking regional expertise combined with national investment insights.

tech enablement The tech stack includes modern web and security tools like PWA, reCAPTCHA, and oEmbed, indicating openness to further digital engagement improvements, client portals, and scalable advisory workflows that can improve client experience and efficiency.

growth signals Current revenue range and mid-sized employee base align with advisory firms of similar scale; this presents a chance to offer scalable fintech solutions, CRM/data analytics, and compliance or risk management services to support sustainable growth and regulatory alignment.