Acquired by Wealthspire Recent news indicates RoundAngle Advisors was acquired by Wealthspire Advisors LLC. Sales opportunity: engage with Wealthspire to offer integration services, upgrade support, or cross-sell complementary financial planning tools and technology platforms that enhance post-acquisition integration and client experience.

RIA Focused As a registered investment advisor with a lean team, RoundAngle targets individuals, families, executives, and business owners nationwide. Sales angle: introduce scalable, high-touch but cost-efficient advisory solutions, digital client onboarding, and white-label or white-glove servicing options suitable for an expanded client base.

Limited Revenue Reported revenue of zero to one million suggests a small, potentially under-optimized revenue stream. Sales angle: present growth services such as portfolio optimization, fee engineering, and retirement planning monetization strategies, plus marketing and lead generation partnerships to accelerate top-line growth.

Tech Stack Utilizes AWS, analytics/tracking tools, and web optimization technologies. Sales opportunity: offer cybersecurity hardening, data migration, CRM/ROA analytics enhancements, and compliance-friendly fintech integrations that complement their current stack and support scalable growth.

Geographic Footprint Offices in New York City, Long Island, and New Jersey with nationwide client reach and a focus on professionals and business owners. Sales angle: propose regional expansion services, partner programs, and targeted marketing campaigns to deepen penetration in Northeast markets while leveraging remote advisory capabilities.