Client Profile Small team financial services firm focused on wealth, insurance, and retirement planning presenting a cross-sell opportunity to expand product adoption with life insurance, retirement savings, and lifetime income solutions for individuals and small businesses.

Revenue & Growth Annual revenue in the 10 to 25 million range indicates a scalable, service-driven model with potential interest in expanded advisory platforms, technology integration, and employee benefits programs to support growth and client retention.

Tech Stack Lean marketing and client engagement tools including LinkedIn Ads, Calendly, Salesforce, and SendGrid suggest openness to sales enablement enhancements, CRM optimization, and automated outreach to deepen client acquisition and cross-sell opportunities.

Regulatory & Partnerships Affiliation with New York Life and NYLIFE Securities LLC signals a compliant product suite and potential for bundled offerings; there is room to discuss additional licensed product lines, risk management solutions, and advisor support services.

Market position Operating in consumer services with a focus on financial protection and retirement planning positions the firm to capitalize on growing demand for holistic financial planning, enabling opportunities for targeted advisory services, practice management, and scalable wealth strategies.