Live Oak Bank
Acquisition, succession and transition loans for investment advisory firms
- RIAs
- Broker-dealers
- Asset managers
Practice management & M&ACustom quote
Alternatives to Advisor Legacy
Advisor Legacy sells valuation, succession, continuity, deal support and coaching services to independent financial advisors and to the broker-dealers and lenders that work with them. The company says it has guided more than 2,000 independent advisors and worked on practice transitions totaling $15B in AUM. Read the Advisor Legacy profile.
Maus
Exit-planning software with business valuations and owner engagement tools for advisors
- Broker-dealers
FastTrackr AI
AI platform that automates repapering and account transfers when advisors move books between firms
- RIAs
- Broker-dealers
Practice management & M&ACustom quote
AdvisorEconomics
KPI dashboard that benchmarks an advisory firm's accounting data against peer firms
- RIAs
- Broker-dealers
Practice management & M&ASubscription
FINTRXIn the news
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
- Asset managers
- RIAs
Data & researchCustom quote
Forms Logic
Forms, account-opening and advisor-transition workflow platform for broker-dealers, RIAs and wealth firms
- Broker-dealers
- RIAs
Client experienceCustom quote
Sowell ManagementIn the news
TAMP and RIA platform for independent financial advisors
- RIAs
TAMP & managed accountsCustom quote