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Ensemble Team connects professional service firms with vetted financial advisors to offer wealth management services to their clients. The platform handles all compliance, logistics, marketing, and accounting, allowing partners to add value-added services and generate recurring revenue streams. This RIA acts as a referral source, ensuring a non-salesy environment while facilitating win-win solutions for professionals, their clients, and partner advisors.
Updated 2 months ago
Funding
Funding not disclosed
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Founders
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Product
Features
- Ensemble Team connects professional service firms with vetted financial advisors to offer wealth management services to their clients. The platform handles all compliance, logistics, marketing, and accounting, allowing partners to add value-added services and generate recurring revenue streams. This RIA acts as a referral source, ensuring a non-salesy environment while facilitating win-win solutions for professionals, their clients, and partner advisors.