Recent Acquisition MRA Associates was acquired by CAPTRUST Financial Advisors in January 2021, presenting an opportunity to engage with the combined entity on expanding their client offerings and exploring cross-sell strategies within their integrated wealth management and investment advisory services.

Market Presence Operating in the Western United States with a focus on high-net-worth individuals, foundations, and sovereign nations, MRA Associates is positioned to benefit from advanced technology solutions to enhance client advisory capabilities and scale their wealth management services.

Growth & Recognition With recognition on industry lists such as the Financial Times 300 Top RIAs and as a top workplace, MRA Associates demonstrates stability and an attractive environment for talent, indicating potential needs for technology tools that support talent retention and productivity enhancement.

Firm Size & Revenue As a mid-sized firm with revenue between 25 and 50 million dollars and a staff of up to 200 employees, there is an opportunity to offer scalable financial technology, compliance, and client engagement solutions tailored to firms of similar size.

Technology Stack Utilizing a mix of industry-standard tools such as MySQL, Google Tag Manager, and Nginx, MRA Associates may be seeking additional innovative financial advisory technologies, client reporting enhancements, or data security solutions to stay competitive and meet fiduciary standards.