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SUCCESSION LINK

successionlink.comLa JollaUnited StatesFinancial Services

About Succession Link

Description

Succession Link is a trusted marketplace designed for financial professionals. It facilitates the buying, selling, and merging of financial practices, offering a streamlined platform to support transactions within the Financial Services, Media and Information Services, and E-commerce and Retail industries.

Specialties

Marketplace for Financial Practices
Facilitates Mergers and Acquisitions
Dedicated to Financial Professionals
User-Friendly Transaction Platform
Membership-Based Access Options

Products & Services

Marketplace for Practice Transactions
Membership Plans for Professionals
Practice Valuation Tools
Consulting Services for Mergers
Resource Hub for Financial Professionals

Competitors & Similar Companies(6)

WealthAccess logo

WealthAccess

Tennessee, • United States • Internet and Technology

Hyper-personalized client experiences, Data unification and enrichment, Privacy-first data security, Tailored solutions for banks and RIAs, Integration in fintech innovative platforms

Trust Exchange logo

Trust Exchange

Pennsylvania, • United States • Internet and Technology

Digital Information Gateways, Secure Information Exchange, Partnership Management Solutions, Third-party Verification Tools, Networked Collaboration Platform

Advisor Growth Network logo

Advisor Growth Network

M&A Advisors logo

M&A Advisors

Red Oak Compliance Solutions logo

Red Oak Compliance Solutions

Texas, • United States • Internet and Technology

AI-Powered Advertising Review, Disclosure Management Solutions, Registration Management Software, Regulatory Compliance Automation, Streamlined Compliance Processes

Fidelity Institutional logo

Fidelity Institutional

News & Media

Search Terms:
succession link
Search Topics:
AcquisitionAI: Product LaunchInvestment: Approval FundingProject: Bid and AuctionBusiness ExpansionFinancing and FundraisingInvestmentJoint VentureLeadership Change (CXO)MergerPartnershipProduct LaunchPublic Offering (IPO)RebrandingReorganizationRestructuringValuation
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Frequently Asked Questions about Succession Link

Where is Succession Link located?
The headquarter of Succession Link is located in La Jolla, California, United States
What is the email address of Succession Link?
The email addresses of Succession Link are [email protected], [email protected], [email protected]
What is the official website of Succession Link?
The official website of Succession Link is https://www.successionlink.com
What industry does Succession Link belong to?
Succession Link belongs to the Financial Services, Media and Information Services, E-commerce and Retail industry.
What are the specialties of Succession Link?
Succession Link specializes in Marketplace for Financial Practices, Facilitates Mergers and Acquisitions, Dedicated to Financial Professionals, User-Friendly Transaction Platform, Membership-Based Access Options.
What products and services is Succession Link likely to offer?
Succession Link offers Marketplace for Practice Transactions, Membership Plans for Professionals, Practice Valuation Tools, Consulting Services for Mergers, Resource Hub for Financial Professionals.
Who are the competitors of Succession Link?
Competitors of Succession Link are WealthAccess, Trust Exchange, Advisor Growth Network, M&A Advisors, Red Oak Compliance Solutions, Fidelity Institutional.
What does Succession Link do?
Succession Link is a trusted marketplace designed for financial professionals. It facilitates the buying, selling, and merging of financial practices, offering a streamlined platform to support transactions within the Financial Services, Media and Information Services, and E-commerce and Retail industries.
What are the social media links of Succession Link?
Social media links of Succession Link areTwitterLinkedInYouTube