Merger Advantage Running Point has recently merged with Cerity Partners to form a more robust, integrated wealth management platform. This presents a sales opportunity to offer complementary services, enhanced technology, and expanded resources to clients who value holistic financial care.

Integrated Services Their multifamily office model combines investment management, financial planning, tax, insurance, trusts and estates, and bookkeeping. This creates cross-sell potential for partners offering specialized services such as advanced tax advisory, estate planning, or family office technology solutions.

Tech Stack Current technologies include AWS, WordPress, The Trade Desk, HubSpot Analytics, Calendly, and analytics tagging. These tools indicate receptiveness to digital marketing partnerships, CRM integrations, and client experience enhancements.

Growth Signals Revenue is in the one to ten million range with a small team, suggesting scalable advisory capacity and potential demand for scalable back-office and automation solutions, compliance support, and scalable client onboarding platforms.

Strategic Fit As a boutique, family-focused advisory with business owners among clients, there is clear opportunity to partner on succession planning, business owner liquidity events, and integrated tax and trust services to serve family-owned enterprises.