Mid-market Focus Target Marathon Financial Advisors as a mid-sized RIA with 11-50 employees and revenue in the 10-25 million range, presenting scalable financial technology, security, and service solutions tailored for growing advisory firms.

Technology Stack Fit Leverage their existing cloud and security footprint (AWS, Google Cloud, Cloudflare, Proofpoint, Datadog) to propose integrated security, monitoring, and cloud optimization services that align with their current IT investments.

Compliance & Security Position offerings around FINRA/SIPC compliance support, data protection, and secure client communications to support their role as a registered securities and advisory entity partnered with LPL Financial.

Growth Enablement Provide scalable onboarding, CRM/marketing automation, and client experience enhancements to support growth as they scale from small to mid-sized RIAs and expand client acquisition channels.

Competitive Benchmark Identify opportunities by benchmarking against similar firms with higher revenue and employee counts to highlight premium services, efficiency gains, and differentiated technology stacks that drive market competitiveness.