Wealth Management Opportunity Leverage their long-standing focus on wealth management, retirement services, and insurance to propose scalable advisory offerings, digital onboarding experiences, and personalized financial planning solutions that align with a client-centric growth strategy.

Mid-market Targeting With a team size of 11-50 employees and revenue in the 25 to 50 million range, position Sandvold as a mid-market client for outsourced CFO, compliance, reporting automation, and scale-enabled advisory platforms.

Tech Stack Fit Their current stack includes AWS, S3, Drupal, Salesforce, Datadog, and Google Analytics. Offer integrations, security hardening, data analytics, and marketing tech modernization that maximize efficiency and client experience.

Regulatory & Compliance Securities and investment advisory services are provided through Osaic Wealth, Inc. and FINRA/SIPC. Propose compliance automation, RIA operational services, and enhanced disclosures to reduce risk and streamline audits.

Growth & Partnerships Revenue growth signals potential for scalable partnerships in wealth management tech, insurance solutions, and retirement planning services; propose co-branded educational content, partner-led client acquisition, or white-labeled platforms.