Growth Opportunity Mid-sized financial services firm with revenue in the 10-25M range and a lean employee base suggests cross-sell potential for comprehensive asset management, retirement planning, and risk management solutions to scale alongside growth.

Tech Stack IO Reliance on cloud and web technologies (Snowplow, Google Workspace, Cloudflare, Apache) indicates a readiness to adopt data analytics, cybersecurity, and compliance enhancements; present targeted data governance, threat protection, and workflow automation offerings.

Regional Focus Located in Spokane, WA with a small team, offering localized marketing and community banking/financial advisory services; tailor outreach to regional regulatory requirements and local partner ecosystems.

Competitive Benchmarking Industry peers in the dataset are large players with expansive sales teams; position Sullivan Investments as a nimble, personalized advisory option with tailored client servicing, digital onboarding, and cost-efficient technology workflows.

Funding Signals Revenue visibility in the tens of millions; leverage growth trajectory conversations to propose scalable platform upgrades, performance analytics, and client experience enhancements to accelerate AUM growth and retention.