Copper Financial, formerly known as Cetera Financial Institutions, is a technology-forward financial services company that partners with financial institutions and fintech firms to power their investment and advisory offerings. As a registered broker-dealer (member FINRA/SIPC) and an SEC-registered investment adviser (RIA), the company provides "Brokerage-as-a-Service" and "RIA-as-a-Service" solutions. Their mission is to enable other businesses to seamlessly embed modern investment capabilities into their own platforms, serving a wide range of needs from self-directed trading to full-service advisory programs.

Founded in

United States