Boutique scale Settanni Financial is a small private wealth management firm in Westchester with 2-10 employees and a revenue range of 1M-10M, presenting an opportunity to upsell premium services to high net-worth clients in a nimble, client-centric setup.

Integrated services The firm emphasizes asset management, estate planning, and retirement planning and collaborates with estate attorneys and tax accountants, suggesting cross-sell potential for comprehensive financial planning packages and referrals to allied professionals.

Licensing trust Advisory services are offered through a registered advisor, Sutton Place Investors LLC dba Settanni Financial, indicating a need to highlight expanded compliance, fiduciary assurances, and scalable advisory capabilities for larger or more complex client profiles.

Technology leverage Current tech stack includes Calendly, AWS, Google Workspace, Freshchat and monitoring tools like Datadog, which can support scalable client onboarding, secure communications, and improved service delivery for affluent clients seeking digital-first experiences.

Growth potential With revenue in the applicable range and positioning against large incumbents, there is a clear opportunity to target succession planning, tax-efficient investing, and estate planning expansions to capture clients seeking specialized, personalized private wealth management in the Westchester market.