unLocked is a B2B financial technology company that offers a comprehensive, integrated platform for Registered Investment Advisors (RIAs). Their mission is to empower independent financial advisors by providing them with the necessary technology, tools, and community to efficiently manage and scale their practices. The platform consolidates key functions such as client relationship management (CRM), billing, compliance, and reporting into a single, streamlined solution, aiming to replace the fragmented and often outdated software stack commonly used by advisors.

Founded in

United States