Empowering Wealth Managers to Grow
Location: United States, Texas, Dallas
Phone: +1 833-463-9346
Investors 1
| Date | Name | Website |
| - | Neon | neon.fund/ |
Mentions in press and media 4
| Date | Title | Description |
| 01.03.2023 | Mercer Advisors Chooses Indyfin for Client Feedback, Reviews, and Online Matchmaking | This partnership enables Mercer Advisors to leverage Indyfin’s platform to gather and measure client feedback and uncover how each of their financial advisors implements a financial and investment plan for their clients. DALLAS (PRWEB) Marc... |
| 19.07.2022 | Indyfin Named a Finalist in wealthmanagement.com’s “Wealthies” Industry Awards Program for 2022 | A judging panel of industry experts and luminaries recognized Indyfin in the Industry Disruptor category for its use of feedback to unlock ratings and reviews in one of the most competitive categories in the entire program. DALLAS (PRWEB) J... |
| 17.05.2022 | New Research from Indyfin Shows Advisors Are Not Prepared for the SEC’s New Marketing Rule | The new SEC marketing rule is a once in a generation chance to differentiate themselves and to modernize how advisors can market their firms, particularly when it comes to digital channels, one of the fastest-growing channels available. DAL... |
| 03.03.2022 | Indyfin Launches New “Investor Experience Platform” for Wealth Management | With the release of the SEC’s new marketing rule, advisors can now highlight their most valuable asset – their clients – in being able to tell their unique value proposition directly from the individuals who have experienced the tremendous ... |