Strategic M&A SOL Capital Management recently merged with Cerity Partners, signaling a potential shift in advisory capabilities and client reach. This indicates an opportunity to engage as a trusted wealth management partner to support integration, cross-sell services, and expand offerings to a larger ultra-high-net-worth clientele.

AUM Growth With a revenue range of 10M-25M and history of asset investments, SOL operates in a competitive RIA space with potential for growth. Engage on enhanced investment solutions, alternative strategies, or technology-enabled advisory platforms to help scale AUM and improve client outcomes.

Global Reach SOL combines global strategy with localized client focus across US and Israel. This presents a sales angle for cross-border wealth planning, multi-jurisdictional investment products, and scalable technology to support global family offices.

Tech Enablement Existing tech stack includes AWS, HubSpot, The Trade Desk, Simpli.fi, and WP Engine among others, suggesting receptiveness to modern marketing, data analytics, and cloud-based advisory tools. Propose integrated marketing analytics, CRM workflows, and secure data solutions to enhance client engagement and efficiency.

Private Markets & Partnerships Past investments in assets like Assurant and collaborations with IFC indicate openness to private markets and strategic partnerships. Target opportunities around alternative investments, private credit, and deep-tech sector opportunities through co-investment, fund placement, or advisory alignments.