Strong Industry Presence BTA Advisory Group has over 40 years of experience in the financial services sector in Southern California, demonstrating longstanding stability and deep market expertise that can be leveraged for strategic partnerships and trust-based sales opportunities.
Recent Acquisition The company was recently acquired by Sedulo Group, indicating potential new channels for collaboration or access to expanded resources and client networks, which could facilitate cross-selling and joint service offerings.
High Revenue Range With revenues estimated between $25 million and $50 million, BTA Advisory Group represents a sizable opportunity for tailored financial technology, service enhancements, or consulting partnerships aimed at mid-sized financial advisory firms.
Market Recognition The firm's leadership, including Guy Baker recognized as a top US wealth advisor, suggests a reputable brand that can help in establishing credibility for new financial products or solutions targeting high-net-worth clients.
Technology Stack Insights Utilizing common platforms such as WordPress, MySQL, and Apache indicates that BTA Advisory Group is tech-enabled and potentially receptive to innovative digital solutions, data management tools, and cybersecurity services to optimize operations.
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$10BBTA Advisory Group uses 8 technology products and services including WordPress, RSS, MySQL, and more. Explore BTA Advisory Group's tech stack below.
| BTA Advisory Group Email Formats | Percentage |
| First@btagroup.net | 55% |
| FLast@btagroup.net | 33% |
| Last@btagroup.net | 10% |
| First.Last@btagroup.net | 2% |
Financial ServicesUnited States11-50 Employees
BTA Advisory Group has over 40 years of financial services experience in Southern California. Guy Baker, Managing Director of BTA, was recently named one of the Top 250 Wealth Advisors in the US by WORTH Magazine, and in 2010, Guy served as the President for the Million Dollar Round Table, a leading organization for financial advisors.
Company Overview
Funding & FinancialsBTA Advisory Group's revenue is estimated to be in the range of $25M$50M
Funding & FinancialsBTA Advisory Group's revenue is estimated to be in the range of $25M$50M
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