Indianapolis, Ind. (10 March 2025) – FINIQ, a leading fintech-enabled investment
bank, recently announced the launch of FINIQ Wealth, a multi-family
office platform designed to empower wealth managers and RIAs in delivering
sophisticated, institutional-quality solutions to their high-net-worth (HNW)
clients. By integrating alternative investments, private investment access, and
family governance solutions into a seamless financial ecosystem, FINIQ Wealth
enables advisors to strengthen client relationships and provide
institutional-caliber family office services.
Leading FINIQ Wealth is Bobby Dalzell, a Certified
Wealth Strategist, bringing deep expertise in advising business owners,
families, and institutions. Dalzell joins FINIQ Wealth from Indie Asset Partners
and previously Wells Fargo Advisors, LLC. As a second-generation advisor, he
upholds a half-century family legacy of financial stewardship, blending
classical investment principles with modern strategies to help clients build,
manage, and transition wealth.
“Bobby’s deep experience, industry
leadership, and commitment to client-focused wealth management make him the
ideal leader for FINIQ Wealth,” said Todd R. Ryden, CEO of FINIQ. As
President of FINIQ Wealth, Dalzell will oversee the firm’s wealth advisory
platform, focusing on providing comprehensive investment solutions, risk
management strategies, and intergenerational wealth planning.
With this
appointment, FINIQ Wealth strengthens its position as a premier destination for
private market investment opportunities and bespoke wealth solutions, continuing
to expand its offerings for clients seeking differentiated, high-performance
strategies.
About FINIQ Wealth
FINIQ Wealth is the
multi-family office division of FINIQ Capital, a leading fintech-enabled
investment bank and private securities liquidity platform. Founded in 2012,
FINIQ
Capital has executed over $15 billion in transactions across M&A, private
equity, venture capital, private credit, and alternative investments, with a
presence spanning multiple states and international markets. Designed for wealth
managers and RIAs, FINIQ Wealth provides institutional-grade investment access,
multi-family office infrastructure, and strategic wealth solutions for
ultra-high-net-worth clients.
For more information about FINIQ Wealth,
email info@www.
Press Release on PR Web: https://www.prweb.com/releases/fnex-appoints-bobby-dalzell-as-president-of-fnex-wealth-302392817.html#
