How can we help you today ?
Peer to Peer Finance Marketplace
- Success Story: $52MM in AUM | Chico, CA - Sold on Succession Link
- Success Story: $61MM in Assets | Portland, OR - Sold on Succession Link
- Talcott Financial Merger of $80MM in Assets through Succession Link
- Mercer Advisor Acquires $140M in AUM on Succession Link
- Success Story: $115M in AUM Acquisition - Ben Seelaus, COO - Granite Springs Asset Management
- Successful Seller Podcast: $27M in AUM in Upstate NY