Private Wealth Fit Solenture specializes in aligning owner and employee interests through consulting, total rewards, and wealth management, presenting an opportunity to cross-sell integrated financial planning, executive compensation design, and wealth strategies to owners and key executives.

mid-market focus With 11-50 employees and revenue in the 25 to 50 million range, Solenture targets mid-market businesses that likely need scalable total rewards, succession planning, and wealth management services for founders and management teams.

Compliance Growth Recent leadership move elevating Chief Compliance Officer signals a strong emphasis on regulatory, fiduciary, and risk management—a potential entry point for offering enhanced compliance tooling, governance services, and payer/retirement plan consulting.

Tech Stack Alignment Current technologies include web and UI tooling like jQuery, RequireJS, and Bootstrap, suggesting appetite for efficiency, data integration, and digital client experiences—opportunities to propose modernized client portals, analytics, and security enhancements.

Wealth and Advisory Synergy Securities and advisory services are channeled through affiliated entities, indicating potential for partnerships around integrated wealth, tax, and legal planning services, with a focus on cross-sell to existing clients of Integrity Alliance and Reedmark Advisors.