Small firm scale Target Andersen Wealth Management as a potential client to expand from their current small team. Their 2-10 employees with $10M-$25M revenue suggest a need for scalable advisory platforms, client onboarding automation, and outsourced compliance or back-office support.

RIA focus Leverage their status as a Registered Investment Adviser to propose vendor solutions that align with regulated advisory practices, such as fiduciary-grade fintech tools, CRM compliance add-ons, and SOC 2/ISO-aligned security offerings.

Tech stack Engage on modernization opportunities around their current stack (WordPress plugins, cache/CDN tools, analytics, and security). Offer lightweight, secure, cloud-based practice management, marketing automation, and client portal enhancements that integrate with Office 365.

Security posture Position cybersecurity and data protection services to reinforce client trust, highlighting DigiCert and Google Tag Manager usage as signals for needing robust threat monitoring, incident response, and secure document workflows.

Growth potential With revenue in the 10-25M range and growth-oriented messaging, present value-added services such as practice management consulting, digital marketing for client acquisition, and scalability solutions to support future hiring and client base expansion.