Independent Growth WestStar serves more than sixty independent advisors and practices seeking growth and autonomy, presenting a channel to offer practice management, marketing, and onboarding solutions that help them scale while remaining independent.

Tech Stack Opportunity Their tech stack includes iCIMS, Google Analytics, and performance tools, signaling openness to integrated tech offerings such as CRM upgrades, marketing automation, client onboarding, and data analytics services to boost efficiency and outcomes.

Cetera Partnership Upsell Backed by Cetera, WestStar has access to scalable infrastructure and shared resources, creating a ready path to cross sell Cetera backed services, compliance support, and platform enhancements to multiple advisor firms.

Lean Operations Operating with a lean team two to ten employees across a partner network implies strong demand for back office outsourcing, automation, and seamless integrations to reduce workload and free up advisor time for client service.

Regional Expansion Currently focused on the Pacific Northwest and West Coast, WestStar presents a growth opportunity to accelerate regional expansion, attract new advisor partners, and capitalize on the ongoing shift toward independent practices.