Small but growing Purpose Planning is a small independent financial planning firm with 2-10 employees and annual revenue in the $1M-$10M range, indicating an agility advantage and potential appetite for scalable technology or process optimization solutions to support growth.

Geographic reach Although based in Colorado, the firm serves clients across more than 20 states, suggesting a need for scalable client onboarding, compliance, and digital planning tools that can support multi-state advisory requirements and remote client engagement.

Compliance readiness Securities and advisory services are offered through Cetera Advisors LLC, highlighting a potential opportunity to upsell or cross-sell technology, RIA platform enhancements, or marketing services that align with broker-dealer and registered investment advisor frameworks.

Tech footprint Their tech stack includes cloud hosting, web analytics, email, and collaboration tools, signaling openness to further modernization such as client portal enhancements, cybersecurity upgrades, and data analytics to improve client insights and retention.

Community and purpose Active in local Colorado communities and retirement planning for individuals and business owners, presenting a sales angle for practice management solutions, educational content offerings, and retirement/investment planning services aimed at niche markets and referrals.