Established Market Presence Capital Management Group has been operating since 1992 and manages a substantial client base with assets under advisement exceeding 1 billion dollars, indicating a strong reputation and a ready base of high-value clients.

Comprehensive Wealth Services The firm offers a range of financial services including estate planning, tax-advantaged investing, charitable gifting, and legacy strategies, opening opportunities for advanced financial technology solutions and wealth management tools.

Recent Leadership Expansion The addition of experienced professionals like Kevin, Brian, and Philip suggests a growth focus and openness to new service offerings, which could benefit from innovative engagement platforms or client relationship management solutions.

Targeted Technology Stack Utilizing platforms such as HubSpot Analytics, WordPress, and AWS indicates a focus on digital marketing and online client engagement, presenting potential for advanced analytics, marketing automation, or client portal integrations.

Growth-Oriented Revenue With annual revenues between 25 and 50 million dollars, the firm has scale that supports enterprise-level software solutions, data security, and efficiencies in operational workflows tailored for mid-sized financial services firms.