FP Transitions vs Indyfin

FP TransitionsOther

IndyfinFinancial Advisory Practice

	FP Transitions Other Specialized Consulting for Wealth Managers View profile Visit	Indyfin Financial Advisory Practice Find a Financial Advisor you trust View profile Visit
Overview
Category	Other	Financial Advisory Practice
What it is	Succession planning and M&A platform for financial advisors	Client acquisition platform for financial advisors.
Pricing
Published price	Not published	Not published
Pricing model	Not available	Per seat
Deal on Cubbie	None right now	None right now
Company
Founded	1999	2018
Team size	51-200 employees	11-50 employees
Headquarters	Lake Oswego, OR	Dallas, TX

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