Niche RIA Target a boutique investment management firm with a low-cost, goals-based, fee-only model and emphasize opportunities to augment their portfolio offerings and client advisory capabilities.

Growth Potential With revenue in the 10-25 million range and a lean team, there may be opportunities to upsell technology, reporting, compliance, or outsourced operations to scale efficiently.

Tech Stack Leverage their use of cloud CDN, WordPress, React, and HTTP/3 as a gateway to offer performance optimization, digital marketing enhancements, secure client portals, and scalable web infrastructure.

Asset Diversification Recent activity includes a stake in Lockheed Martin; explore product partnerships or research tools that support broad, globally diversified, low-cost portfolios aligned with their philosophy.

SMB Focus With 2-10 employees, position solutions that deliver automation, CRM integration, and back-office efficiency to reduce manual work and improve client experience as a compelling value proposition.