Recent Acquisition Madison Wealth Management was recently acquired by MAI Capital Management for $1.4 billion, indicating a significant expansion and increased resources which could support scaled growth and new service offerings.

Market Presence With offices in Cincinnati and Washington, DC, Madison is positioned to serve high-net-worth clients in key regional markets, offering opportunities to introduce supplementary wealth management solutions or expand client services.

Industry Recognition Recognition as a top financial advisory firm and finalist for best places to work highlights Madison’s strong reputation and stability, making it an attractive potential partner for strategic collaborations or joint initiatives.

Client Focus Serving clients with portfolios ranging from 1 million to 25 million dollars provides a fertile ground for premium financial products, estate planning services, and specialized investment solutions tailored to affluent individuals and families.

Technology Use Madison employs a range of technology tools including Google Analytics and MySQL, presenting opportunities to offer tailored fintech solutions, enhanced reporting, or digital platform integrations for their advisory services.