Assets under management Strata manages over $300 million in brokerage and advisory assets through LPL Financial, indicating a sizable existing client base and potential upsell opportunities in wealth management, retirement planning, and advisory services.

Retirement solutions The firm works with businesses to establish 401(k) and profit-sharing plans, cash balance plans, and other retirement offerings, presenting a clear avenue for expanding retirement plan services and fiduciary offerings to current and prospective corporate clients.

Small team, personalized service With a lean employee base (2-10 staff) and offices in Ohio, Strata may benefit from scalable tech-enabled services, concierge client experiences, and targeted outreach to high-net-worth individuals seeking tailored financial planning.

Technology stack Utilizes common fintech and marketing technologies (Google Analytics, Hotjar, Cloudflare, Microsoft 365) which can support enhanced client onboarding, digital marketing, and data-driven advisory services to improve lead generation and client engagement.

Growth signals Revenue range of 10M to 25M and active advisory distribution through LPL Financial positions Strata as a potential partner for strategic alliances, co-branded financial products, or white-labeled wealth management solutions to scale services.