Growth momentum Nepsis, Inc. is expanding its advisory and retirement planning capabilities in 2024 with new senior hires in marketing, enterprise strategy, estate planning, and retirement solutions, signaling a strategic push to scale client acquisition and cross-sell opportunities.

Family Office focus The firm promotes a Family Office Framework and full-suite financial services, presenting a compelling cross-sell case to high-net-worth individuals seeking integrated wealth management, tax optimization, and legacy planning.

Strategic partnerships Recent collaboration with Dinkytown Athletes suggests a pathway for NIL-related financial advisory services and growth in specialized, asset-rich segments tied to athletes and college-related branding.

Digital modernization Tech stack includes WordPress, SEO tooling, and analytics integrations, indicating readiness for enhanced digital engagement, lead capture, and personalized client experiences to support growth and marketing ROI.

Revenue potential Reported revenue in the range of 50 to 100 million positions Nepsis as a mid-market RIA with scale to leverage expanded retirement, estate, and tax planning services for an expanded client base.