Financial Tech Advisors, LLC
Information by Research TrustFinance
Founded in 2016, Financial Tech Advisors, LLC is a B2B financial services firm that functions as a Turnkey Asset Management Platform (TAMP). The company's mission is to empower independent financial advisors by providing them with a comprehensive suite of tools, technology, and support services. This includes investment management, advanced financial planning software, and back-office operational support, allowing partner advisors to enhance their client services, scale their practices, and focus on building client relationships rather than administrative tasks.
United States
Industry
- Wealth ManagementPRIMARY
- Other Service
Financial