Established Fiduciary Trust Human Investing's long-standing fiduciary standard, established in 2004, highlights their commitment to client-first financial advisory services, making them an attractive partner for high-net-worth clients seeking ethical financial guidance.
Growth Potential With a revenue range of 25 to 50 million dollars and a relatively small team of 11 to 50 employees, the company shows significant growth potential and scalability opportunities for technology solutions that enhance operational efficiency and client engagement.
Technology Stack Usage Utilizing tools like Google Analytics, Zendesk, and WordPress, Human Investing demonstrates a focus on digital presence and client communication, indicating opportunities to introduce advanced client engagement or analytics solutions to optimize their service delivery.
Market Positioning Competing with firms like Stonepath Wealth Management and Great Waters Financial, Human Investing operates in a competitive landscape with a focus on personalized ethical services, presenting opportunities for targeted marketing or value-added technology solutions.
Client-Centric Approach Since the firm emphasizes a no-pressure, transparent approach grounded in fiduciary principles, sales strategies should highlight solutions that reinforce trust and ethical practices, aligning with their core values to deepen client relationships.