Overview

• Founded in 2018 and headquartered in Rumson, New Jersey, United States, 07760
• Operates with 2 employees in the staffing & recruiting industry
• Specializes exclusively in the Registered Investment Advisor (RIA) industry
• National recruiting and consulting firm focused on being a growth partner
• Provides services centered on financial advisor transitions and enterprise-level M&A

Specializations

• Registered Investment Advisor (RIA) Industry expertise
• Financial Services M&A including equity structures and growth capital
• FinTech integration for client acquisition technology
• Nextgen advisor placement for succession planning
• Succession planning solutions for retiring financial advisors

Services & Approach

• Guiding advisors to firms that alleviate pain points and leverage growth
• Finding nextgen advisors and creating succession plans for retiring professionals
• Identifying buyers for advisors selling their book of business
• Enterprise M&A services: candidate sourcing, financing, equity partners, negotiation, and execution
• Introducing AI-driven client acquisition technology for quality leads