Acquisition Highlight Wacker Wealth Partners was acquired by EP Wealth Advisors for 1.2B in April 2024, signaling a potential interest in strategic partnerships or integration opportunities with growing RIAs and firms seeking scale.

CNBC Ranking Ranked No. 86 on the 2023 CNBC Financial Advisor 100, indicating a proven track record and visibility in the advisory space, which can attract acquirers or collaborative ventures looking for established book of business.

Growth Potential Revenue is in the 10M to 25M range with a 11-50 employee base, suggesting moderate size and potential for scalable tech-enabled services, white-label offerings, or back-office outsourcing deals with larger platforms.

Technology Stack Utilizes a modern marketing and analytics stack (Hotjar, HubSpot, Google Cloud, Visual Website Optimizer, Microsoft Clarity), offering opportunities to upsell advanced digital marketing, CRM optimization, client portal enhancements, or data-driven advisory services.

Service Breadth Comprehensive planning services (estate, tax, education, multigenerational planning) combined with investment management and fiduciary, presenting cross-sell opportunities to custodians, tech-enabled platform providers, or insurers targeting integrated financial planning offerings.