The Build is Done for You
Scale Your Business with an Established Partner
Join the platform, tech, and national brand built to help independent RIAs grow without losing what made them successful.
Want to explore what partnership looks like? Gain access to our portal, no strings attached.
Go Where You Can Grow
Take the M&A Readiness Quiz
Are You Truly Ready to Sell Your Firm?
Most founders sell once. The firms across the table do it constantly. Score yourself across 20 questions covering your motivation, your firm’s readiness, your alternatives, and the firm you’d join.
Get a clear read on whether you’re exploring, getting close, or ready to engage. Takes 30 to 40 minutes.
A Force Multiplier for Independent RIAs
What You Gain When You Join Verdence
Key pieces of infrastructure an RIA needs to scale are already in place. Research. Due Diligence. Trading. Planning. Compliance. Technology. Access to alternative investments. Marketing.
Many independent RIAs face the same decision Verdence once faced. Build it, or join a firm that already has. We built it so you don’t have to.
Reduce Manual Effort
Improve client experience and save hours of manual effort each week:
- Integrated tech and infrastructure to simplify financial planning
- Dedicated back office and compliance support
- Business continuity planning done for you
Improve Client Experience
Expand and elevate your advisory service without building from scratch:
- Consistent pipeline of alternative investment opportunities
- Institutional-level investment analysis
- Independent oversight on portfolio construction and manager selection
Grow Your Business Faster
Gain the systems and support you need, intended to grow your marketing presence, reach, and AUM:
- In-house marketing team with established national press relationships
- Business development support and referral sourcing strategies
- Infrastructure for tracking, managing, and converting new clients
Our Culture
Independent Thinking. Collective Strength.
We’ve built a hyper-collaborative culture that encourages individual conviction and runs on camaraderie. We share knowledge, celebrate achievements, and together we are transforming an industry.
Advisors join Verdence for sophisticated plug-and-play tech, resources designed to accelerate growth, and a support team I’d put up against any in our industry. ”
Faster Growth.
Fewer Bottlenecks.
Seamless Transition.
You spent years building a business your clients trust. Verdence gives you the platform to grow it without building it all again.
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