Market Niche RJ20 specializes in providing outsourced participant education, advice, and wellness solutions for retirement plan advisors, presenting an opportunity to target financial advisory firms looking to enhance their client engagement and outcomes.

Growth Potential With a focus on increasing assets under management (AUM) through improved client results, RJ20's solutions can appeal to mid-sized advisory firms seeking scalable and impact-driven service enhancements.

Technology Stack Utilizing widely adopted tools like Microsoft 365, Google Analytics, and jQuery suggests RJ20 is tech-savvy, which can be leveraged to demonstrate seamless integration and modern digital engagement capabilities to prospective clients.

Industry Environment Operating within the competitive retirement and financial services sector, RJ20 can position itself as a value-adding partner to firms wanting to differentiate through participant education and wellness programs.

Financial Opportunity While currently generating up to one million dollars in revenue, RJ20 presents growth opportunities by expanding its client base among the thousands of smaller financial service firms listed as similar companies, many of which are seeking cost-effective participant engagement solutions.