Overview

We are looking for independent RIAs and advisors who are looking to either (1) maintain their independence but associate with a firm who provides all the necessary wealth management bells and whistles at a competitive price (2) sell their business or develop a succession plan (3) merge their practice with a firm that can help drive asset growth. We are a unique turnkey-asset management platform for independent RIA firms built by Fin-Tech pros and seasoned operations, product management, and business development experts. Our TAMP was launched in early April of this year to provide IARs a cost-competitive means to manage their own portfolios, build models from a variety of liquid and illiquid (alternative investments) or simply choose third party strategists. We minimize the administrative tasks of risk profiling, proposal generation, account opening, trading, rebalancing, reporting, billing, etc. and provide extensive support as the custodial liaison so that client issues are resolved expeditiously. We currently have relationships with TD, Schwab, Fidelity, Interactive Brokers, and Kingdom Trust and are in negotiations to add Pershing and AXOS to this roster. I have many years experience in the industry and a lot of contacts so there is a good chance I can help you find what you are looking for (if not with my firm than with someone else's).

Market
RIA
Last Activity
this week

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