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.
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
Pennsylvania, • United States • Internet and Technology
Digital Information Gateways, Secure Information Exchange, Partnership Management Solutions, Third-party Verification Tools, Networked Collaboration Platform
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?