Nimble Independent Independent fee-based South Florida firm serving nationwide clients with a financial planning and investment management focus, presenting a growth opportunity for fee-based advisory partnerships and scalable client acquisition programs.

Tech Stack Leverage Limited but modern tech footprint spanning Calendly, Wix/WordPress, Shopify, Google Cloud and Mailchimp presents an opportunity to upsell a unified platform solution, marketing automation, CRM integration, and client portal enhancements for efficiency and branding.

Revenue Tier Current revenue in the 1M-10M range indicates a growth phase with potential for larger asset growth, cross-sell of advanced advisory services, and added services like managed accounts or strategic planning for high-net-worth prospects.

Market Positioning Operating in a competitive landscape of large incumbents, there is potential to differentiate through independence, fiduciary certainty, and nationwide reach, suggesting partnerships around transparent fee structures and education-forward client engagement.

Growth Opportunities Small team size (2-10 employees) signals high leverage for bundled outsourced services, back-office support, recruiting as a service, and scalable back-office solutions to fuel client onboarding and compliance without compromising service quality.