RIA Expansion Storen Financial has recently launched its own Registered Investment Advisor entity, Storen Legacy Partners, in collaboration with Dynasty Financial Partners. This creates an opportunity to position services aimed at RIAs, including practice management, technology enablement, and compliance support to scale the new advisory platform.

Tech Modernization With a technology stack that includes QuickBooks Online, Salesforce, Zendesk, Jira, and Microsoft 365, there is potential to upsell integrated financial operations optimization, CRM-driven client journeys, and security enhancements to protect digital assets across its growing advisory and tax teams.

Shred Day Engagement The firm’s active community involvement, such as hosting Shred Day events in Zionsville, signals opportunities for cross-sell of client education programs, digital security services, and employee engagement solutions that align with community outreach.

Growth and Hiring Recent hiring and a revenue range of 10 to 25 million indicate scaling needs. This points to potential demand for scalable back-office services, onboarding platforms, and outsourced tax/accounting support to sustain growth without compromising service quality.

Strategic Partnerships Formal alliances with Dynasty Financial Partners and the launch of Storen Legacy Partners suggest an openness to vendor collaborations. This presents a pathway to propose consulting, compliance frameworks, and tech integrations tailored for independent advisory networks.