6S Integrative Solutions

What 6S Integrative Solutions does

6S Integrative Solutions, LLC is a privately held professional services firm founded in 2019 and headquartered in Orlando, Florida, that provides marketing, consulting, and operational support to independent financial advisors and Registered Investment Advisors across 20+ U.S. states. The firm's offering is structured around three integrated service pillars (Operations Services, Marketing Services, and Consulting Services) that can be purchased as standalone engagements or as a Hybrid bundle, and is delivered through a structured 5-Step Roadmap methodology beginning with a mandatory 30-60 minute fact-finding interview and continuing through contract, onboarding, weekly communications, and offboarding. The company maintains a selective client acceptance model with documented qualification criteria ($75MM+ AUA/AUM, clean U4 history, defined ideal client profile) and a waiting list for operational services, reflecting a high-touch, capacity-constrained service delivery posture.

The underlying technology stack is built entirely on third-party, industry-standard platforms rather than proprietary software; these include CRMs (RedTail, AdviceWorks), reporting and analytics tools (Black Diamond, Albridge Wealth Reporting, DST Vision, RightCapital, Morningstar), compliance and document tools (Laserfiche, Smarsh, DocuSign), and marketing automation platforms (Mailchimp, Constant Contact, FMG). The firm's intellectual property is concentrated in codified service frameworks, notably the 6S Client Experience Process Wheel, 4-Step Customer Experience, and 7-Step CFP Board Financial Process, along with the 5-Step Roadmap engagement methodology.

The business operates on a quote-based professional services model with arrears billing via ACH in U.S. Dollars, a no-refund policy, and an $85 administrative fee for failed payments. Go-to-market is consultative and direct, primarily through Calendly-scheduled fact-finding calls, organic social channels (LinkedIn, Facebook, Instagram, X, YouTube), email marketing, and a UCF College of Business internship program that functions as a talent pipeline. Ownership is founder-controlled, with no external investors, venture capital, or private equity backing disclosed. The leadership team consists of Founder/Creative Director Annie Steward (18+ years design/marketing, 11+ years broker-dealer/RIA ops, Six Sigma Green Belt, SIE certified) and Strategic Operations Executive Lena Paganelli (11+ years leadership).

Name

6S Integrative Solutions

Legal name

6S Integrative Solutions, LLC

Website

https://6sisolutions.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

6S Integrative Solutions, LLC is a privately held Orlando-based professional services firm providing marketing, consulting, and operational support to independent financial advisors and RIAs across 20+ U.S. states, delivered via a selective, quote-based, high-touch engagement model.

Ownership category

akta.pro rank

Product category

Financial Advisor Consulting Services

NAICS

Marketing Consulting Services (541613), Other Management Consulting Services (541618), Administrative Management and General Management Consulting Services (541611)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Operations & Process Improvement Consulting (BPAHACAB)

akta.pro secondary industry

Customer, Marketing & Sales Consulting (BPAHACAG)

Keywords

• Financial advisor consulting
• RIA operations support
• Wealth management marketing
• Advisory firm consulting
• Broker-dealer support services

Headquarters

HQ city

Orlando

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Professional Services - Consulting and Advisory: The company provides customized consulting, advisory, operational, and implementation services on a project-based or ongoing engagement basis. All services are billed in arrears. Payment is processed via ACH in U.S. Dollar currency. The company explicitly states a no-refund policy as services are custom, intangible, and non-returnable. Fees are earned upon performance of services and invoices are due immediately upon receipt.
2. Hybrid Operational and Marketing Services: The company offers combined ops services and marketing services, or either service line independently. Clients can select Ops Services only, Marketing Services only, or Hybrid (Ops + Marketing) engagements. Services include efficiency consulting, program optimization, client experience processes, paperwork processing, and design/marketing deliverables.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

6S Integrative Solutions, LLC provides customized marketing, consulting, and operational support services to independent financial professionals, IARs, and RIAs. Services span efficiency consulting, program optimization, CRM and software training, design and marketing communications, and strategic advisory delivered through a 5-step roadmap methodology. The firm also operates a UCF College of Business student internship program as a separate offering.

Product overview

6S Integrative Solutions is a dual-advocacy service firm providing a unified offering of marketing, consulting, and operational support services to independent financial professionals. The core portfolio consists of three integrated service pillars: Operations Services (efficiency consulting, program optimization, 6S Client Experience Process Wheel, CX Service Models, and paperwork/processing), Marketing Services (design and marketing support), and Consulting Services (strategic advisory and business optimization). These services are delivered through a structured 5-step roadmap methodology and support advisors across 20+ U.S. states. The company also operates a separate UCF Business Student Internship Program as a sub-brand offering real-time career experiences for university students.

Differentiator

Problem solved

Functional benefit

Products and services

• Operations Services Comprehensive operational support for independent financial advisors including efficiency consulting, program optimization, process gap analysis, AUM and growth analysis, software training, CRM database training and restructuring, and operational workflow frameworks delivered through the 5-Step Roadmap.
• Marketing Services Custom marketing support including design, marketing strategy, and professional communications tailored for independent financial professionals and their staff.
• Consulting Services Strategic consulting and advisory support providing business design, process optimization recommendations, and growth strategies aligned with each practice's structure, capacity, and long-term objectives.
• UCF Business Student Internship Program 12-week internship program for UCF College of Business students providing real-time career experiences through defined objectives and measurable results, at 10-25 hours per week; applications submitted via the Knightline student portal.

Named customers9 records

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration46 records

Partnerships

One partnership is on record.

• UCF College of BusinessminorStrategic or Co-development Partner6SIS operates an internship program specifically for UCF College of Business undergraduate and graduate students. The program is posted through the Knightline student portal and provides 12-week internships at 10-25 hours per week. Applications require active enrollment and career coach consultation.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Market position

Strengths4 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/6sisolutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about 6S Integrative Solutions