Small firm growth Planned Results operates with a very small team (2-10 employees) in the financial services sector, indicating a potential need for scalable back-office, CRM, and financial operations automation to support growth without proportionally increasing headcount.

Technology stack Existing tech includes QuickBooks, iCIMS, Salesforce Lightning, SAS, Docker, OneTrust, ServiceNow, and Qualys, suggesting opportunities to upsell integrated financial planning, client relationship optimization, data analytics, and security/compliance solutions aligned with these platforms.

Mid-market alignment Revenue range ($10M-$25M) positions the firm between small and mid-market advisory services, presenting a sales path for scalable fintech, advisory, and back-office efficiency tools tailored to growth-stage financial services firms.

Strategic hiring signals Notable recent hiring activity in executive and advisor channels within Raymond James signals market expansion and potential collaboration opportunities, suggesting a window to offer practice management, recruitment tech, or client onboarding enhancements to support new hires.

Compliance and security emphasis Utilization of OneTrust and Qualys indicates emphasis on governance, risk, and compliance, creating openings for enhanced cybersecurity, data privacy, vendor risk management, and regulatory reporting solutions.