Industry Expertise Reference Point's specialization in financial services positions it as a strategic partner for firms seeking advanced consulting solutions in banking, risk management, and housing finance, indicating opportunities to offer tailored technology and management services.

Leadership Expansion Recent high-profile hires of industry veterans and experts, such as Vicki Bott and William Coen, demonstrate the company's focus on strengthening its thought leadership and service offerings, making it a prime target for advanced consulting engagements.

Technological Capabilities With a tech stack including data visualization, cloud platforms, and analytics tools like Tableau, Snowflake, and Splunk, Reference Point is well-positioned to provide data-driven solutions, presenting opportunities to extend offerings in digital transformation projects.

Market Position Generating annual revenue between $100 million and $250 million with a mid-sized team, the company shows a strong foothold in the financial consulting sector, often competing with larger firms and seeking innovative solutions to expand its services.

Growth Potential Reference Point’s strategic hires and proven industry focus suggest ongoing growth ambitions, creating opportunities to partner with them on emerging financial technology initiatives and custom consulting services to support their expansion.