For Advisors

Keep your independence.

Expand your possibilities.

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You manage your client relationships and grow your business

Rely on us for everything else.

Advisors can tap into our array of sophisticated investment options, premium services, and world-class network while preserving their autonomy.

At Centerfin, we provide the platform, and you bring your expertise, upholding our commitment to excellence and integrity in wealth management.

Technology Driven

Tech first approach allows integration with third-party providers as well as proprietary tools built for you.

What We Offer

Partner With Us
Partner with the platform redefining Wealth Management
Turnkey Asset Management Platform
Actively managed, utilizing an endowment style approach.
Succession Planning
Let’s work together to form a tailored solution for your practice
Sell Your Practice
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