Independent Advisory Oakmont operates as an independent registered investment advisor offering tailored retirement solutions, indicating a potential opportunity to discuss enhanced financial planning tools, expanded asset management tech, or fee optimization services to improve client outcomes.

Growth Opportunity With a small team of 2-10 employees and revenue between 1M-10M, there may be a need for scalable software, CRM, and back-office support to sustain growth, onboarding new clients, and improving service delivery efficiency.

Recent Platform The launch of Smpl Wealth signals an openness to modern planning and investment management platforms, suggesting prospects for partnerships in fintech integrations, data analytics tools, and marketing automation to attract and retain clients.

Regional Focus Headquartered in Albuquerque with NM-only advisory licensing highlighted, there is potential to tailor solutions for state-specific regulatory compliance, local marketing, and community engagement programs to deepen market penetration in New Mexico.

Tech Stack & Engagement Existing tech stack includes RSS, MySQL, Typeform, Google Tag Manager, and Tawk.to, indicating an opportunity to upsell client experience enhancements, data integration, and analytics to improve lead capture, client onboarding, and service responsiveness.