Founders Financial Alliance
Investment Details
Investor Type
Other
Asset Class Focus
Private Equity, Venture Capital
Stage Focus
Seed, Early Stage, Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Real Estate
- Insurance
- Asset Management
- Wealth Management
- Private Equity
- Venture Capital
- Estate Planning
- Financial Planning
- Philanthropy
- Retirement Planning
- Investment Advisory
- Tax Planning
- Education Planning
- Business Succession Planning
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details
Founders Financial Alliance is a financial advisory firm based in Chapel Hill, North Carolina, dedicated to supporting independent financial advisors and their clients. The firm offers a comprehensive suite of services designed to facilitate the transition to independence and the growth of successful practices. Their mission is to make transitioning to independence and building a successful practice as efficient and worry-free as possible. They provide personalized attention to meet the needs of every advisor, creating a collaborative work environment where advisors are valued and supported. Operating with the highest level of ethics and transparency, they aim to redefine the wealth management experience by simplifying the complex. Their services include licensed administrative support, risk tolerance assessments, operations and transition support, and investment strategy development. They also offer affiliation options for advisors seeking independence, providing a solid, supportive platform for both clients and advisors. The firm is committed to being one of the top wealth management advisory platforms in the country for independent financial advisors, with an unwavering commitment to the best interests of advisors and their clients.
Requirements
- Open to accredited investors
- Preference for long-term investment horizons
- Interest in private equity and venture capital opportunities
- Alignment with the firm's ethical and transparency standards
- Commitment to collaborative growth with independent financial advisors
Contact
[Official Website Hidden]
[HQ Location Hidden]
[Email Hidden]
[Contact Number Hidden]
Mentioned In
Claim this Investor
Are you an official representative of Founders Financial Alliance?
Claim this investor to update information, manage your profile, and get a verified seal.
Claim