Small Firm Growth NovaDius is a boutique, fee-based independent RIA with a small team (2-10 employees) and revenue in the multi-million range. Sales opportunity: position scalable wealth management and succession planning services tailored for growing independent shops or affiliated advisor networks seeking expanded platform capabilities and back-office support.

Comprehensive Wealth The firm offers personalized investment strategies across stocks, bonds, ETFs and alternatives, plus retirement planning and holistic financial guidance. Sales opportunity: introduce integrated planning and access to broader product wrappers, risk management solutions, and expanded alternative investments to deepen client engagement and wallet share.

Insurance & Risk An affiliate partnership enables tailored insurance and risk management through top providers. Sales opportunity: cross-sell insurance solutions and risk analytics to existing clients, and offer expanded due diligence services to high-net-worth and business-owner clients.

Employer Solutions Provides a modern, competitive 401(k) platform for employers navigating retirement plan landscapes. Sales opportunity: collaborate on upgrading or consolidating retirement offerings for small to mid-sized employers, leveraging advisory services to optimize plan design, fiduciary oversight, and employee education.

Digital Presence Tech stack includes WordPress, Shopify, Gravity Forms, and analytics tools like Microsoft Clarity; active online channels. Sales opportunity: propose digital modernization, client acquisition funnels, and marketing partnerships to scale client outreach and improve lead capture for advisor services.