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Greg Bogich

Oct 27, 2026

2:24
Sure.
2:26
The merger was facilitated by our private equity partner, a company called Rockbridge Growth Equity.
2:31
Rockbridge Growth Equity loves the space because it's a huge addressable market.
2:37
Wealth management's a big market.
2:39
It's also a very fragmented market.
2:41
It's also a very regulated market.
2:43
And it's also a market where there are no real dominant marketing services companies.

11 MINS LATER

14:04
I'll walk you through

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