Acquisition Opportunity Olympus Wealth Management was recently acquired by Lido Advisors, presenting an opportunity to offer complementary wealth management services, advanced technology integration, or strategic partnerships to expand their offerings and client base.

High-Net-Worth Focus With a client base serving ultra-high-net-worth families and sophisticated planning needs, there is potential to introduce specialized financial products, estate planning tools, and personalized service solutions tailored to their affluent clientele.

Growth Potential Operating with revenues estimated between 25 and 50 million dollars and a relatively small team, Olympus Wealth Management represents a scalable target for expanding wealth management technology platforms or premium financial services to accelerate growth.

Market Expansion Partnering with or competing against large firms like Merrill Lynch and Morgan Stanley suggests opportunities to differentiate through niche expertise, innovative advisory solutions, or enhanced digital engagement to attract similar high-net-worth clients.

Digital & Tech Stack With a modern and diverse technology stack including WordPress, Node.js, and Google Tag Manager, there is scope to implement advanced analytics, customer relationship management enhancements, or digital marketing tools to better target and serve their clients.