Succession Link was founded to create a dedicated platform for financial professionals to manage their business succession needs. The company operates as the largest online marketplace for financial advisors and RIAs (Registered Investment Advisors) seeking to buy, sell, merge, or find succession plans for their practices. It provides tools for valuation, matching algorithms to connect compatible buyers and sellers, and resources to facilitate the transition process, effectively serving as a specialized M&A hub for the financial advisory industry.

Founded in

United States