Wealth Tech The firm operates in financial services with a focus on wealth management for individuals and institutions, presenting opportunities to cross-sell advisory, portfolio construction, lending, mortgage strategies, and estate planning services to affluent clients and corporate entities.

Tax & Planning Recent partnership to offer annual tax preparation and filing services through Rock Creek Advisors expands capabilities in tax planning and preparatory services, creating a sales angle for bundled financial planning, tax optimization, and ongoing compliance offerings.

Executive Transition There has been leadership change with the CIO departure, suggesting a potential window to engage on technology modernization, data governance, secure portfolio management solutions, and strategic tech enhancements to attract new tech-driven clients.

Tech Stack Current technologies include Site Kit, Sucuri, Wix, WordPress, MySQL, Microsoft 365, Google Cloud, and Yoast SEO, indicating potential opportunities to offer optimized platform integrations, cybersecurity upgrades, data analytics, and digital marketing enhancements.

Growth Signals Revenue range indicates a small-to-mid market firm with growth ambitions; mid-scale operations and partnerships point to upsell possibilities in wealth management, lending strategies, estate planning, and expanded tax services for both individuals and institutions.