At 3xEquity, we specialize in helping financial advisors navigate the complexities of transitioning to a new broker-dealer or RIA. With access to over 200 elite broker-dealer and RIA partners, we ensure advisors uncover and maximize transition packages tailored to their unique needs and goals.
As a trusted transition consultant, we simplify the process, allowing advisors to focus on what matters most: their clients and their business. Our expertise goes beyond transitions—we also provide comprehensive practice valuations, identifying untapped growth opportunities that empower advisors to scale their practices with confidence.
With a proven track record of delivering results and industry insights, 3xEquity is your go-to resource for navigating change and fostering sustainable success.
Learn more at 3xEquity.com.
Additionally, 3xEquity is positioned to purchase or partner with other practices. It can also bring an outside buyer and seller together and, in some cases, provide private financing for the potential acquisition.
Company Details
- Employees
- 9
- Founded
- -
- Address
- 4055 Lake Washington Blvd Ne, Kirkland,wa 98033,united States
- Phone
- +1-855-491-2910
- su****@****ity.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- 3xequity.com
- Keywords
- Financial Advisor Practice Valuations, Financial Advisor Transition Comparison Reports, Financial Advisor Online Valuation Tool, Financial Advisor Independent Benchmark Report, financial advisor transition consultant.
- HQ
- Kirkland, WA
3xequity Questions
3Xequity's helpline number is +1-855-491-2910
3Xequity's website is 3xequity.com
3Xequity's LinkedIn profile is https://www.linkedin.com/company/3xequity
3Xequity has
9 employees.
View email and phone details for 9
employees at 3Xequity.
3Xequity's industry is
Financial Services
3Xequity's top competitors are
University Of Washington Department Of Economics,
Andes Wealth Management,
Risr,
Cranbrook Group, Inc.,
Testimonial Iq,
Pgp Capital Advisors, Llc,
Allocaterite,
Iagon,
Couplr Ai ™,
Camelot Wealth Management Partners.
3Xequity's support email address is support@3xequity.com
3Xequity's categories are Financial Services
3Xequity's founding year is 2013
