Indivisible provides an independent, fully integrated wealth‑planning platform for independent advisors and boutique firms, consolidating investment, lending, and private‑market data into a single customizable workstation.
Funding
Funding not disclosed
Founders
Product
Problem
Wealth advisors often rely on fragmented tools and disconnected data sources, making it difficult to provide clients with a holistic view of their assets, liabilities, and financial goals. This fragmentation can lead to inefficient workflows, limited access to private‑market investments, and challenges in scaling advisory practices.
Solution
Indivisible offers an independent, fully integrated wealth‑planning platform that consolidates data, analytics, and a customizable advisor workstation into a single solution. The platform delivers a comprehensive view of client portfolios, including investment, lending, and private‑market exposures, while supporting advanced planning and succession strategies. By unifying these capabilities, advisors can streamline their workflows, spend more time on client interaction, and maintain autonomy over product selection and service delivery. The open architecture enables access to private‑market solutions and a leading custodian’s family‑office services, enhancing the breadth of offerings without sacrificing flexibility. The technology is designed to scale with practice growth, supporting both day‑to‑day advising and long‑term business development.
Target Audience
Indivisible serves independent wealth advisors and boutique advisory firms seeking a unified technology stack to deliver comprehensive investment, lending, and private‑market solutions to high‑net‑worth clients.
Features
- Fully integrated core advisor workstation that combines investment, lending, and private‑market tools on a single customizable interface
- Open architecture allowing seamless access to private‑market investments and third‑party services
- Advanced wealth‑planning analytics that provide a holistic view of client assets, liabilities, goals, and needs
- Business services and consulting support for practice growth, succession planning, and operational efficiency
- Integration with a leading custodian offering family‑office services and comprehensive custody solutions
- Scalable platform designed to grow with the advisor’s practice, maintaining performance across shifting market cycles