Transforming the way the Financial Service Industry Discovers Opportunity

According to Accenture, $30 trillion of intergenerational wealth is about to exchange hands. Historically wealth transfers from one generation to the next have resulted in 90% of heirs changing advisors, presenting both an opportunity and a major threat for wealth management firms and enterprises. We call this The Great Transition.  It is our mission to help the financial services industry attract, grow, and retain advisory businesses while also reducing time and costs related to transitions.