Nifty Advisor Support is a business process outsourcing (BPO) company dedicated to serving the financial advisory industry. Founded with the mission to help financial advisors focus on revenue-generating activities and client relationships, the company handles tedious and time-consuming back-office tasks. Their services encompass a wide range of support, including marketing assistance (social media, newsletters), client service tasks (onboarding, meeting prep), and operational support (billing, data management), enabling advisory firms to scale their operations efficiently.

Founded in

United States