Strategic Acquisition Resource Advisory Services was acquired by The Mather Group for 116 million dollars, indicating a strategic move to expand its wealth management footprint and asset base, which presents opportunities for cross-selling additional financial advisory services.
Growth Potential With assets under management of 116 million dollars and a revenue range of one to ten million, the company is positioned for growth within the financial advisory sector, highlighting potential for upselling advanced investment solutions or technology platforms.
Niche Focus As a fiduciary-only firm, Resource Advisory Services emphasizes a client-first approach that could be attractive to high-net-worth individuals and institutions seeking trusted, conflict-free financial guidance, opening avenues for premium service offerings.
Technology Use The company's tech stack includes popular tools like WordPress and Google Fonts API, suggesting an emphasis on digital presence and client engagement, which offers opportunities to introduce innovative digital financial planning and client portal solutions.
Market Expansion Being part of a nationwide wealth management group with offices across the US, Resource Advisory Services presents potential for sales of country-wide financial products and services tailored to diverse client demographics and regional market trends.