Specialized industries

  • Wealth Advisors

    We are part of building a platform of Portfolio Managers and Financial Advisors. If you are a CFP, RIA, CMFC. we would like to talk to you.

  • CPA/Accounting Firms

    We will be Launching a CPA platform in 2024. If you have a diversified book of business we would like to talk.

  • Pool Services

    We are currently adding Pool maintenance services to existing platforms.

  • E-Commerce

    We are working with businesses that are $500 000 in net income and up.

Active Industries