UHNW targeting Kovitz serves high net worth individuals and institutions, presenting a sales opportunity to offer expanded customized asset management and long-term advisory solutions to additional affluent clients or family offices seeking tailored strategies.

Institutional push As an SEC-registered advisory with institutional clients, Kovitz may be receptive to co-management, sub-advisory arrangements, or partnerships that broaden their capabilities and client base within larger asset pools.

Tech leverage Kovitz utilizes Salesforce, SAP, Google Cloud, HubSpot and other platforms, indicating openness to technology-enabled sales, onboarding, CRM enhancements, and data integrations that could streamline client acquisition and retention efforts.

Growth signals Recent positive financial indicators such as revenue levels and ETF activity suggest readiness for scaled product offerings, cross-sell opportunities across asset classes, and expanded advisory services to existing clients.

Talent channel With a dedicated Talent Acquisition contact, there is an opportunity to engage through career-focused partnerships and talent-led business development initiatives, potentially uncovering strategic referrals and industry connections.