Acquisition History WealthPlan Advisors has undergone a strategic acquisition by HUB International in 2022, indicating a shift in ownership and potential integration opportunities for bundled financial and risk management services.

Regional Focus With offices in Arizona, Utah, and Missouri and a Western United States client base, there is potential to upsell or cross-sell additional retirement, wealth, and fiduciary services to closely aligned regional enterprises and multistate institutions.

Mid Market Fit Revenue range and employee size place WealthPlan in a mid-market advisory niche, suggesting receptive target profiles among mid-sized businesses, educational institutions, and not-for-profits seeking cost-effective retirement plan and fiduciary support.

Technology Stack Current tech usage includes Google Fonts API, RequireJS, TweenMax, and Zepto; opportunities exist to modernize client portals, data analytics, or digital onboarding to enhance scalability and differentiate from competitors.

Growth Levers Post-acquisition integration and continued expansion in the Western states present chances to propose bundled services such as broader employee benefits consulting, risk management, and enhanced fiduciary governance for current and prospective clients.