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 | Source |
| 01.03.2023 | Mercer Advisors Chooses Indyfin for Client Feedback, Reviews... | This partnership enables Mercer Advisors to leverage Indyfin’s platform to gather and measure client... | prweb.com/... |
| 19.07.2022 | Indyfin Named a Finalist in wealthmanagement.com’s “Wealthie... | A judging panel of industry experts and luminaries recognized Indyfin in the Industry Disruptor cate... | prweb.com/... |
| 17.05.2022 | New Research from Indyfin Shows Advisors Are Not Prepared fo... | The new SEC marketing rule is a once in a generation chance to differentiate themselves and to moder... | prweb.com/... |
| 03.03.2022 | Indyfin Launches New “Investor Experience Platform” for Weal... | With the release of the SEC’s new marketing rule, advisors can now highlight their most valuable ass... | prweb.com/... |