Targeted financial sector RJ & Makay exclusively services the financial sector, presenting an opportunity to position complementary consultative services or advanced talent solutions tailored to banks, broker-dealers, RIAs, custodians, and ratings agencies.

Mid-sized firm scale With 11-50 employees and revenue in the 10-25 million range, they are a growing, mid-market client likely receptive to scalable recruitment tech, outsourcing options, and process automation that improve time-to-fill and candidate quality.

Tech stack footprint Reliance on common enterprise tools (WordPress, Microsoft 365) and legacy JS frameworks (Backbone.js, Underscore.js, YUI) suggests openness to modernization, CMS enhancements, and secure, staff-facing productivity solutions.

Executive and client base Serving Fortune 300 financial services firms, broker dealers, RIAs, custodians, banks, and insurers indicates high standards for compliance, data security, and scalable recruitment processes—opportunities to offer ATS integrations, contract staffing, and compliance-friendly offerings.

Growth and expansion potential Revenue size and narrow employee count imply potential for upsell in strategic partnerships, talent pipelines, referral networks, and blended pricing models that align with their growth trajectory and client demand in financial services.