Acquired Firm MAGIS Financial Partners was acquired by Cetera Advisors LLC for 490 million, indicating integration opportunities with Cetera’s broader advisor ecosystem and potential cross-sell of custody, wealth management technology, or practice management services.

AUM Presence With over 490 million in assets under management and a separate RIA transitioning to Cetera, there is a mandate and opportunity to offer scalable technology platforms, client reporting solutions, and compliance infrastructure to support growth.

Small Team Operating with a lean 2-10 employee base, MAGIS presents a clear opportunity to upsell efficiency tools, automation, CRM, and outsourced compliance or KYC services tailored for boutique advisory firms.

Tech Stack Current tools include Calendly, Amazon S3, Google Maps, and Datadog among others, signaling openness to modern cloud-based workflow, data security, analytics, and integration services that can improve client onboarding and service delivery.

Growth Potential As a focused financial services firm aligned with Cetera’s platform, MAGIS is positioned for expansion into additional advisory services, digital client experience enhancements, and scalable marketing automation to attract high-net-worth clients.