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FocusPoint Solutions
United States
For over 15 years, FocusPoint Solutions has been EMPOWERING INDEPENDENT ADVISORS through our custom back/middle office outsourcing and practice management services. Our solution becomes your unique roadmap for outsourcing, growth, and practice management. Interested in back-office outsourcing while maintaining your own brand? Transitioning to independence? Growing your business? An experienced...
Tags: financial services ria backoffice solutions backoffice solutions financial advisors +6 more

Elite Consulting Partners
United States
Elite Consulting Partners is a consulting firm dedicated to the financial services industry. The company provides strategic advisory services in recruiting, mergers and acquisitions (M&A), and business transitions. Their goal is to empower financial advisors and firms with unbiased guidance, leveraging their deep industry relationships and expertise. The firm offers...
Tags: ria consulting advisor transitions advisor recruiting brokerdealer m a ria rollups +4 more