Strategic merger Running Point has merged with Cerity Partners, signaling a transition to a larger, integrated wealth management platform. This presents an opportunity to engage Cerity Partners’ broader client base and offer services that complement the combined platform, such as multi-family office capabilities, tax advisory, and estate planning resources.

Integrated family office The firm emphasizes holistic, family-centric financial services under one roof. This creates sales potential for cross-sell to affluent families and business owners, including financial planning, tax, insurance, trusts and estates, and bookkeeping services.

SMB business leadership Client focus includes business-owning families, suggesting a strong opening to offer business owner services such as succession planning, executive compensation strategies, and cash flow optimization tailored to closely held enterprises.

Affluent revenue signal Reported revenue range of one to ten million and a small employee base imply a niche, high-touch model with potential upsell to higher-margin investment solutions, advanced planning, and premium advisory services as the platform scales.

Tech-enabled scale Adoption of cloud, data, and web technologies indicates readiness for digital onboarding, client portal enhancements, and enhanced reporting. This provides a chance to propose scalable technology-enabled offerings, data-driven financial planning, and streamlined tax/estate workflows.