A Private Marketplace

Solution For Your Firm

Built for broker dealers and RIAs to allow their financial advisors to confidentially communicate. Our white label solution will be customized specifically for the needs of your firm.  

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Wealth Management
Financial Advisor Magazine
The Wall Street Journal

Key Benefits

  • Increase succession planning activity amongst advisors 
  • Create a central marketplace for advisors to view practices for sale 
  • Increase intra firm practice sales 
  • Increase intra firm practice mergers 
  • Asset retention from exiting advisors 
  • Give advisors the ability to conduct their own business valuation 
  • Give advisors the ability to forecast deal terms for acquiring a practice

The Fin.Link White Label Solution

The SL white label solution is an internal web-based platform built for broker dealers and RIAs to allow their financial advisors to confidentially communicate within a defined community for the purposes of buying, selling, merging, and succession of their businesses.

Our white label solution will be customized specifically for the needs of your firm.  

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Solution and Technology

Included is our proprietary Valuation Tool and SL Compatibility Score Technology™️. Please keep in mind that Fin.Link can also be customized to allow your community of advisors access to listings from our public version of Fin.Link.

New listings that are created on the public site can be sent to a specific pool of advisors within the white label solution or to a home office contact. For more information, please inquire about customization and pricing!

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Fin.Link Success Stories

$23MM in AUM
Successful Seller

I highly recommended your platform because it puts your practice out in front of a lot of different people who are potential buyers. Not everything is going to be a right fit… You certainly have a choice of who you want to deal with and who might be a good fit.
Gary Gilbert
Capitol Financial Services

$28MM in AUM
Successful Seller

Everything from Fin.Link was professional. They guided me through updating and refining my profile, so we got the right people to look at it and the right people to contact us. We are just very pleased with the way things progressed.
Wayne Peck
Savage & Associates

$5MM in AUM
Successful Seller

I like the platform of Fin.Link better than the others. The process was certainly made smoother through Fin.Link and I would use their service again if I needed to.
Dana Braham
LPL Financial

$140MM AUM
Successful Buyer

We are very pleased with the site, traffic is excellent, participation, number of firms registered on the site… website is very good, very robust and has been an excellent source of M&A activity for Mercer.
David Barton
Mercer Advisors

$61MM in AUM
Successful Seller

I realized that I couldn’t have made this many contacts even by calling all the BDS and asking if anyone was interested. That would take too much time. The social aspect of Fin.Link was really powerful.
Rick Sany
Sagepoint Financial

$65MM AUM
Successful Buyer

My experience with Fin.Link has been so positive and rewarding. One of the things I have deeply valued in my engagements through Fin.Link is that advisors understand the importance of the value proposition of advanced and comprehensive financial planning.
Vance Barse
Manning Wealth Management

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