Strategic Change Small woman-owned firm led by a Deloitte alumna with expertise in organizational change management and leadership alignment. Opportunity to position advisory services for mid-market clients navigating complex transformations and regulatory shifts.

TL Relationships Focus on consultative facilitation, client relationship management, and communications strategy suggests upsell potential with CRM, stakeholder engagement, and change communications programs for progressive organizations undergoing mergers, restructures, or digital initiatives.

Tech Enablement Tech stack includes Snowplow, WordPress, Google Cloud and Microsoft 365 indicating comfort with data-driven marketing, digital collaboration, and cloud platforms. Cross-sell analytics, workflow automation, and security/compliance services to clients adopting modern tech ecosystems.

Funding Footprint Recent high-profile funding and board-level involvement from notable investors and a strategic board addition signals credibility. Target financiaI services, wealth platforms, and retirement ecosystem players seeking advisory on governance, client experience, and scalable programs.

Growth Signals Past partnerships with wealth management firms and crypto asset offerings point to expansion into alternative assets and self-directed IRA markets. Sales focus could target RIAs, custodians, and fintechs seeking change management, adoption coaching, and program management for new product launches.