Acquired Resources Waypoint Advisors was acquired by Cary Street Partners in 2020, creating a larger combined firm with substantial client assets. This signals potential contact points for cross-sell opportunities across a broader client base and integrated wealth management solutions.

DonnellinFFocus The firm targets high net worth families and foundations, indicating a preference for tailored, holistic wealth management. This presents opportunities to offer complementary services such as estate planning, tax optimization, and philanthropic giving strategies.

AssetScale Post-merger assets reach roughly several billions, suggesting potential need for enhanced advisory platforms, risk management, family office services, and scalable tech-enabled reporting capabilities to serve larger UHNW client profiles.

TechStack Current technology includes PHP, Apache, jQuery, Google Analytics, and Google Maps. There may be opportunities to modernize cybersecurity, data integration, client portals, and performance analytics to improve client experience and regulatory compliance.

GrowthPotential Revenue is in the low single-digit millions with a small employee base. As a merged entity with strong backing, there is room to expand service lines (retirement, trust services, family governance) and scale operations through targeted partnerships with custodian banks and specialty financial services firms.