Ms. Pratt has participated in nine acquisitions, four sales, and an IPO. This experience gives her a unique lens and ability to guide private equity and venture capital firms that are seeking to enter the wealth management space or to grow an existing presence.
We work with Registered Investment Advisors (RIAs) and Independent Wealth Management firms on organic and inorganic growth strategies to create value for the company, the advisor, and the end client.
Asset managers rely on independent wealth management platforms for distribution. We have 30 years of experience in growing strategic partner market share with the largest independent wealth management firms in the country.
