Acquisition Opportunity HAM was recently acquired by Allworth Financial for 450 million, indicating consolidation activity in the financial advisory sector. This presents a chance to engage with the parent network (Allworth) for services such as integration support, CRM/software modernization, or ongoing asset management solutions.

Asset Under Management HAM handles approximately 450 million in client assets. This level of AUM suggests a client base that could be shifted or expanded with enhanced advisory platforms, portfolio analytics, performance reporting, and institutional-grade custodial services.

Growth Readiness With a small team (2-10 employees) and revenue in the low single-digit millions, HAM appears positioned for scalable technology, marketing automation, and onboarding tools to support growth without a large headcount increase.

Tech Stack Fit Current technologies include Joomla, PHP, Bootstrap, jQuery UI, and Google Analytics. This indicates openness to cost-effective, customizable tech solutions, and potential upsell of modern CRM, marketing automation, or client portal platforms compatible with these stack elements.

Strategic Networking Given the acquisition by a larger advisory group, there is an opportunity to offer integration services with Allworth’s network, cross-sell financial planning and investment management tools, and provide training or change-management support to align systems post-merger.