Wealth Partnering Old National Wealth Advisors operates within a large financial services ecosystem and relies on LPL Financial for securities and advisory services, presenting a sales opportunity to offer enhanced integration solutions, proprietary research, or alternative investment platforms that complement LPL offerings.

Tech Enablement The tech stack includes Snowplow, Salesforce, Microsoft SQL Server, and Teams, indicating receptiveness to data analytics, CRM optimization, and collaboration tools; target with data-driven client segmentation services, CRM onboarding, or cybersecurity and compliance enhancements.

Growth Signals Recent leadership moves and high-profile promotions in the affiliated bank’s division (1834) suggest a strategic push into high-net-worth services, creating a cross-sell window for private wealth, trust services, family office solutions, and integrated financial planning.

Community & ESG Recognition as a Civic 50 sector leader and involvement in volunteer initiatives indicate strong community and ESG positioning, presenting opportunities for ESG reporting tools, impact investing solutions, and stakeholder communications platforms.

Scale & Revenue With 51-200 employees and revenue in the 100-250 million range, there is potential to target mid-market financial technology, operations outsourcing, and scalable advisor platforms that support growth without massive onboarding costs.