Holistic Financial Approach Howe & Rusling employs a comprehensive, data-driven strategy in its wealth management services, providing an opportunity to introduce advanced financial technology solutions that can further enhance their holistic planning and client experience.

Growth and Stability With revenues estimated between $25 million and $50 million and a growing team of up to 50 employees, the company presents potential for expanding consulting or software solutions aimed at scaling their operations and improving efficiency.

Investment Strategies Recent investments in major assets like Apple and Ares Capital indicate an active and diversified investment portfolio, suggesting opportunities to offer sophisticated asset management tools or tailored investment analytics platforms.

Leadership Moves The promotion of Brian Lester to Chief Investment Officer signifies a focus on strategic investment management, opening doors for solutions in portfolio analysis, reporting tools, or executive advisory services to support leadership initiatives.

Digital Presence & Marketing Their use of multiple website optimization and analytics tools indicates a focus on digital engagement, presenting opportunities for advanced digital marketing services, SEO enhancements, or client engagement platforms to expand their online reach.