We believe that dynamic mid-size RIAs deserve a better partner to support their growth: aligned, committed and proven.
By providing strategic capital, serving as expert M&A partners, and powering growth through our innovative organic growth engine, we help dynamic RIAs reach escape velocity. Our commitment is to transform our partners into leading platforms , guiding each step of their journey to the pinnacle of the financial landscape.
We offer strategic minority equity investments, allowing you to retain full control of your business while providing the primary capital necessary for growth. Our focused approach to partnering with only a limited number of platforms ensures that our dedicated team can fully align with your goals, delivering transformative results tailored to your firm's unique vision and needs.
Our expert team has spent 10+ years in sourcing, executing, and integrating strategic mergers and acquisitions and will now deploy these skills on your behalf. We streamline this complex process, ensuring a seamless transition that enhances your firm’s scale, capabilities, talent and overall value.
At Accelerated Wealth Partners, we understand that organic growth is the lifeblood of your RIA. That is why we have created a repeatable and scalable program for organic growth, that will allow you to bring in new clients and continuously offer them a better experience.