Overview

• Founded in 2017 and headquartered in the United States
• Operates with 1 employee as a staffing and recruiting firm
• Specializes in wealth management transitions for financial advisers and private bankers
• Relies on referrals and an active network of top producers and leaders in wealth management
• Provides a pressure-free experience with rigorous candidate vetting before referrals

Specializations

• Wealth Management practice transitions
• Private Banking talent recruitment
• Financial Advisory career transitions

Services & Approach

• Executive recruiting for wealth management professionals
• Retainer search assignments for financial institutions
• Contingency recruiting services
• Candidate referral with interview-worthiness verification
• Transition assistance for financial advisers and private bankers