Acquisition History StrategIQ Financial Group was acquired by Waverly Advisors in early 2021, indicating a recent consolidation trend and potential integration opportunities for cross-sell, inherited client bases, and data-driven wealth management enhancements.

Mid-market Focus Serves business owners, executives, managers and key employees, professionals, and corporate retirement plans, signaling opportunities to upsell retirement planning, ESPPs, executive compensation strategies, and corporate wealth solutions.

Revenue Scale Current revenue range of 10 to 25 million suggests mid-market positioning with room to grow through enhanced advisory services, scalable technology, and expanded asset management offerings.

Tech Footprint Utilizes Drupal and WordPress with MySQL and modern hosting, plus analytics pixels, offering a foothold for digital marketing optimization, client portal enhancements, and data-driven outreach to attract new high-net-worth clients.

Growth signals Longstanding advisory heritage (over 25 years) and a focus on tailored, integrated wealth strategies imply opportunities to propose scalable planning platforms, ongoing education programs for advisors, and partnerships around best-of-breed investment solutions.