Battle Card: Maridea Wealth’s Hoot Wealth Deal
Fuel your pipeline with Maridea Wealth Management’s Hoot Wealth acquisition trigger. Key contacts, pain points, pitch angles, competitive intel & next touches.
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🚀 Battle Card: Maridea Wealth Management
Quick trigger:
👤 Decision Maker in the News
- Bryan Hinmon, Executive Leadership Team Member
💡 Why It Matters
- Combining Hoot’s entrepreneurial DNA with Maridea’s national platform and capital accelerates growth in the high-net-worth advisory market. → Source
🎯 Core Pain Point
- Scaling integrated wealth management services post-acquisition
- Retaining senior investment talent during integration
💰 What to Pitch
- Primary: Integrated wealth management platform → Scale advisory operations seamlessly
- Expansion: Talent retention solutions → Maintain advisor loyalty and productivity
🗺️ Quick Context
- HQ: Brooklyn, NY
- Employees: ≈ 30
- Rev: ≈ $25 M
- Website: marideawealth.com
🤼 Competitive Intel
Which other vendors you’ll probably face to win Maridea Wealth Management’s business.
- Envestnet — Wealth management platform
- Unique edge: API-first integration with custodians
- Evaluated by CIO & VP Ops for data consolidation
- eMoney Advisor — Financial planning software
- Unique edge: Client-facing portal and interactive planning
- Evaluated by COO & Dir. Advisory for client experience
- Orion Advisor Services — Portfolio management system
- Unique edge: Comprehensive reporting and billing
- Evaluated by CFO & IT for reporting accuracy
- Salesforce Financial Services Cloud — CRM for wealth firms
- Unique edge: Customizable workflows and compliance tracking
- Evaluated by CHRO & Ops for process standardization
- Workday — HR & talent management
- Unique edge: Unified HCM and analytics for retention
- Evaluated by CHRO & CEO for people strategy
✅ Do-Now Checklist
Connect with Nick Crow & Bryan Hinmon on LinkedIn
Use this Maridea Wealth Management sales trigger in your first touch
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
Keep this Maridea Wealth Management sales trigger top of mind—get intel like this daily.
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑<your company>❑
OFFER_BRIEF = ❑integrated wealth management platform❑
PROOF_METRIC = ❑45% faster advisor onboarding❑
CTA_STYLE = ❑quick_call❑
TONE = ❑friendly❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = Nick
COMPANY = Maridea Wealth Management
DEPT = Operations
SIZE = 30
BOTTLENECK = scaling integrated wealth management services post-acquisition
EVENT = Hoot Wealth Joins Maridea
DETAIL = Hoot Wealth Joins Maridea, Marking Transformational Step for Both Firms
PAIN = Retaining senior investment talent during integration
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20250808041642&div=41152219
SIM_CO = Pinnacle Wealth Management
WIN_METRIC = 45% faster advisor onboarding
NEXT_SIZE = 50
EMP_EST = 30
REV_EST = $25M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: 30-person Operations
Nick—noticed your Operations team is ≈ 30.
That’s when scaling integrated wealth management services post-acquisition slows growth.
We helped Pinnacle Wealth Management fix this with integrated wealth management platform.
Result: 45% faster advisor onboarding.
Quick call?
PS—next bottleneck hits ≈ 50.
DM ≤45 words, TONE:
Saw your post about Hoot Wealth Joins Maridea — Retaining senior investment talent during integration.
Integrated wealth management platform.
45% faster advisor onboarding.
Quick chat?