Boutique scale Small financial services firm with a lean team and revenue under one million dollars, presenting an opportunity for scalable, low-cost advisory and outsourced services that can demonstrate measurable ROI.

Tech stack fit Current technologies include Smarsh, DreamWeaver, Microsoft 365, PHP, GoDaddy, and Apache, suggesting openings for modernization projects, security hardening, integration services, and cloud collaboration enhancements.

Securities and compliance As a financial services provider, there is potential to offer regulatory compliance, risk management, and data archiving solutions aligned with Smarsh capabilities and industry best practices.

Denver footprint Based in Denver with a very small team, presenting upsell opportunities for regional IT consulting, digital transformation, managed services, and back-office optimization to support growth.

Strategic partnerships Position as a flexible, high-touch advisory partner that can complement larger firms’ capabilities, offering targeted engagements in strategy, operations, or technology initiatives to diversify revenue.