FINIQ Wealth: Empowering Independent Advisors with Institutional Strength
FINIQ Wealth is a multi-family office and full-service wealth management platform built to support high-performing advisors who want more than a wirehouse or aggregator. We provide institutional-grade infrastructure including investment banking access, exclusive alternative investments, and full-service back-office support, while allowing you to maintain full ownership of your practice and client relationships.
JOIN US TODAYWhy Advisors Join FINIQ Wealth
- Competitive Compensation with Diverse Income Streams
Earn more through industry-leading payouts and unlock additional revenue from proprietary alternative investments, and investment banking deal flow.
- Entrepreneurial Culture with Institutional Backing
Operate with the independence of an entrepreneur while leveraging the scale and support of a fully integrated financial platform.
- Lead Generation to Grow Your Business
Accelerate growth with access to warm leads, strategic introductions, and a platform designed to expand your client base.
- Access to Unique Resources to Power Your Practice
Tap into full-service back-office support, a dedicated investment banking team, and direct access to curated alternatives investments.
- Succession Planning to Protect Your Legacy
Secure your future with structured transition options, long-term monetization strategies, and continuity support for your clients.
Finding an advisor who understands and aligns all aspects of wealth management is a challenge many clients face. FINIQ Wealth is designed to meet this challenge with a holistic approach, guiding you through every stage of your financial journey with clarity and consistency.
FINIQ Wealth acts as your dedicated Family CFO, providing comprehensive financial oversight and strategic planning to safeguard and grow your wealth across generations.
The FINIQ Edge
FINIQ Wealth is the multi-family office division of FINIQ, a leading fintech-enabled investment bank and private securities liquidity platform founded in 2012.
LEARN MORE ABOUT FINIQ WEALTHInstitutional Strength Built for Families
FINIQ Wealth is the multi-family office division of FINIQ, a leading fintech-enabled investment bank and private securities liquidity platform founded in 2012. With over $15 billion in completed transactions and a network of 120+ financial professionals across the globe, FINIQ brings deep market access and execution capabilities to serve the complex needs of affluent families.
Ready to Join FINIQ Wealth?
Reach out today to explore what FINIQ Wealth can unlock for your career and your clients.
