WealthCONNECT 360™
No Practice Grows Alone.
WealthCONNECT 360 connects financial professionals with trusted industry resources that support every stage of their business — from growth and operations to protection, marketing, valuation and succession.
Behind every growing practice is a team of professionals who keep the business moving forward. WealthCONNECT 360 brings those connections together — so the expertise you need is there when you need it, including:
Succession and M&A
Succession planning, valuations, buyer and seller matching, and deal structuring through Succession Point.
Recruiting and Transitions
Affiliation strategy, breakaway support and seamless client transitions.
Capital and Lending
Acquisition financing, transition lending and minority growth capital.
Investment Solutions
TAMP, outsourced CIO, model portfolios, direct indexing and alternatives platforms.
Technology and Integrations
CRM, financial planning and portfolio software, custodial data feeds and full tech-stack integration and migration.
Growth and Prospecting
Lead generation, prospecting data and money-in-motion signals.
Marketing and Branding
Websites, content, video, social media and brand positioning.
Compliance and Regulatory
Outsourced CCO support, registration, archiving and marketing rule review.
Cybersecurity and IT
Managed IT, data security, cyber audits and Reg S-P readiness.
Legal and Tax
Transaction counsel, entity structuring, CPA partnerships and tax planning resources.
Insurance and Risk
E&O, cyber liability, key-person coverage and buy-sell funding.
Practice Management and Consulting
Operations, team structure, compensation design and growth strategy.
One Source. More Possibilities.
A Trusted Starting Point
Skip the search for the right provider. Every resource is built around the needs of the Wealth Management industry.
The Right Connection
Whatever the challenge, we match you with the specialist best suited to solve it.
Built Around the Full Advisor Lifecycle
Your needs change as your business evolves. Support continues at every stage, through acquisitions, partnerships, succession and transition.
Ready to Unlock Your Firm’s Full Potential?
The right specialists at every stage of your firm’s growth.
Make the Connection