Live Oak Bank
Acquisition, succession and transition loans for investment advisory firms
- RIAs
- Broker-dealers
- Asset managers
Practice management & M&ACustom quote
Alternatives to FP Transitions
FP Transitions provides valuation, succession planning, mergers and acquisitions and practice consulting to independent financial advisors and their firms. Its work centers on helping owners measure, grow and eventually transfer the equity value of an advisory business. Read the FP Transitions 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
Advisor Legacy
Practice valuation, succession, continuity and coaching for financial advisors
- RIAs
- Broker-dealers
Practice management & M&APer transaction
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