External Links and Company Info
Buyer Fit
Target firm types
- RIAs
- Broker-dealers
- Hybrid firms
Target firm size
- Small
- Solo
Product Description
Product Positioning
Advisor transition platform offering certified practice valuations and broker-dealer matching for advisors changing firms.
Description
3xEquity provides certified practice valuations and transition consulting for financial advisors evaluating a move to a new broker-dealer, with side-by-side deal comparisons offered at no cost to the advisor.
APIs and Security
Security checks
None
Public APIs
No
API authentication
None
Data refreshed live via API
No
Developer portal exists
No
Developer sandbox URL
No
