San Diego, CA – August 12, 2025 – Elite Resource Team (ERT), a leading provider of Virtual Family Office solutions for financial advisors, insurance agents and accountants, today announced it has been named to the prestigious Inc. 5000 list of America's fastest-growing private companies, ranking #647. This recognition highlights ERT's rapid expansion and the growing adoption of its innovative Virtual Family Office model across the financial services industry.
"Making it high on the Inc. 5000 list validates the transformative impact the Virtual Family Office approach is having for advisors and accountants nationwide," said Anton Anderson, CEO of Elite Resource Team. "Our growth is a direct reflection of our members' success. They're building profitable partnerships and landing high-net-worth clients because they can deliver more holistic services. We can’t thank our members enough for their commitment and hard work."
Elite Resource Team has pioneered the Virtual Family Office model, providing advisors and accountants with on-demand access to over 75 vetted specialists across five key areas: tax planning, risk mitigation, wealth management, legal services, and business advisory. This innovative approach enables financial professionals to offer comprehensive, family office-level services without the overhead and complexity of building large in-house teams.
ERT’s rapid growth comes as financial advisors increasingly seek alternatives to traditional practice models, with many advisors facing mounting pressures from commoditization, fee compression, and increasing client expectations for comprehensive services. The company’s Virtual Family Office model addresses these challenges by enabling advisors to escape the "red ocean" of commoditized investment management and provide holistic planning services across multiple disciplines.
As Elite Resource Team continues its growth trajectory, the company remains committed to maintaining and improving its curated team of vetted specialists while enhancing the quality of its Virtual Family Office services. Plans include expanding the internal support team, enhancing its technology platform, and developing new programs and resources to support member success.
"Making the Inc. 5000 list is just the beginning," said Anton Anderson. "We're committed to continuing our innovation and helping more advisors and accountants transform their practices through the Virtual Family Office model. The same strategies that propelled us to this recognition are available to help any ambitious advisor or accountant achieve extraordinary growth."
The Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing private companies in the United States. The prestigious ranking provides a data-driven look at the most successful companies within the American economy's most dynamic segment—its independent, entrepreneurial businesses. Microsoft, Meta, Chobani, Under Armour, KIND, Peloton, and many other well-known brands gained their first national exposure as honorees on the Inc. 5000.