Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Financials

Overview

To help financial advisors achieve the growth they seek. And to do it in less time than they thought possible.

News

Blog 2 months ago
Maximizing Your Strategic Advantage
Maximizing Your Strategic Advantage What I Wish You Knew About Your Team That's Costing You Money Bill Good ran what were likely the first systematic time studies in the financial advice industry. The finding held up for decades: an advisor is worth rough
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Report
Blog 2 months ago
What Nearly 50 Years of Consulting Inside Advisor Offices Taught Us About Best Practices
Most financial advisors have a CRM. Most have integrations. Most have data coming out of their ears. And most are still spending roughly 70% of their time on non-revenue generating tasks. Data entry. Meeting prep. Documentation. Follow-ups. Reconciliation
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Report
Blog 3 months ago
Growth in the Age of AI
Growth in the Age of AI The #1 Change You Must Make to Close More HNW Households High-net-worth prospects are now using AI for a "first opinion" before they ever call an advisor. Here's how to win their business by transforming your discovery meeting - an
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Report
Blog 4 months ago
The Total Advisor
The Total Advisor The Service Your HNW Clients Want and Don't Know You Can Provide The wealthiest families in America are sitting ducks.Not at work - at work, they're surrounded by enterprise-grade security teams, multi-factor authentication, threat monit
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Report
Press release 5 months ago
Lessons from the Grizzly Read more
Report
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Technologies

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Data Science
Microsoft Excel
Other
Salesforce
Stack modernity Modern
64/100
How modern this stack is, based on technology relevance, AI adoption and the share of legacy tools.
In-demand technologies
Microsoft Excel 1 job Required
$148k +41% vs market
Salary medians are calculated from this company's open jobs and compared with the market.
Industry adoption
Salesforce
8%
Microsoft Excel
3%
Share of companies in the same industry that use each technology.
Stack changes
Microsoft Excel Sep 2026
Salesforce Sep 2026
Technologies recently added to or removed from this company's stack - a signal of tech migrations and new initiatives.

Salary insights

Compensation ranges based on this company's open jobs
Median
$90k
Typical range
$54k – $148k
Open positions
10
2 Jobs
Senior 50%
Architect 50%
Level Jobs Median Typical range
Senior 1 $148k $148k
Architect 1 $98k $98k
Highest paying role Senior Wealth Stategist $148k
Normalized to USD per year

Growth

Hiring Momentum
58/100
Growing
Open positions
10
0 opened / 0 closed in 30 days
Median time-to-fill
36 days
faster than 31% of the market
ATS activity
Every ~19 hours
Today
Hiring Dynamics +100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
45%
Customer Success
36%
Administrative
18%
Activity Timeline
New location: State College Sep 2026
New location: Butler Sep 2026
New location: Novi Sep 2026
New location: Prairie Village Sep 2026
New location: Wilmington Sep 2026
New location: New Orleans Sep 2026
New location: Atlanta Sep 2026
Added Salesforce to stack Sep 2026

Offices

Where the company hires and what each office is for
Cities
8
Hiring now
8
Countries
1
Busiest office
Atlanta
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Headquarters Builds here Office with open vacancies Tap a pin for the office
Atlanta United States
2 open roles 2 posted in 90 days $80k Avg Salary
hires for Administrative, Finance
seen since Jul 2026 job postings
State College United States
2 open roles 2 posted in 90 days $78k Avg Salary
hires for Finance, Customer Success
seen since Aug 2026 job postings
Novi United States
1 open roles 2 posted in 90 days $54k Avg Salary
hires for Administrative
seen since Aug 2026 job postings
New Orleans United States
1 open roles 1 posted in 90 days $148k Avg Salary
hires for Finance
seen since Jul 2026 job postings
Wilmington United States
1 open roles 1 posted in 90 days $110k Avg Salary
hires for Finance
seen since Aug 2026 job postings
Richmond United States
1 open roles 1 posted in 90 days $98k Avg Salary
hires for Finance
seen since Jul 2026 job postings
Prairie Village United States
1 open roles 1 posted in 90 days $90k Avg Salary
hires for Customer Success
seen since Jun 2026 job postings
Butler United States
1 open roles 1 posted in 90 days $62k Avg Salary
hires for Customer Success
seen since Aug 2026 job postings