Expanding Market Presence Trajan Wealth has recently partnered with Overlay Capital to explore private market opportunities, indicating growth initiatives and a strategic focus on diversifying asset options for clients.

Client Engagement The company's community involvement, such as partnering with the Sojourner Center and encouraging holiday donations, shows a commitment to social responsibility that can be leveraged to connect with socially-conscious investors.

Thought Leadership By publishing the August Financial Market Review, Trajan Wealth demonstrates its expertise in market analysis, creating an opportunity to offer advanced financial insights or subscription-based advisory services.

Digital Presence With a robust tech stack including SEO tools and marketing platforms, Trajan Wealth is well-positioned to enhance digital marketing efforts; offering solutions that boost online visibility could align with their growth strategies.

High Revenue Tier Managing over $1 billion in assets with revenues between $100 million and $250 million, Trajan Wealth is a substantial player in the financial advisory space, making it an attractive target for premium financial technology and service solutions.