Unclaimed brand
Freedom Advisors is a modern, seamless turnkey asset management platform (TAMP) with a curated model marketplace and high-touch service.
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RGB
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#1BA3DE
Curious Blue
27, 163, 222
198, 78, 49
88, 27, 0, 13
#DEE958
Confetti
222, 233, 88
65, 77, 63
5, 0, 62, 9
#035189
Venice Blue
3, 81, 137
205, 96, 27
98, 41, 0, 46
Freedom Advisors is a turnkey asset management platform (TAMP) serving independent financial advisors and registered investment advisers. Formed through the combination of EQIS and 3D/L, the company helps advisory practices operate independently while providing investment, technology, and operational resources in one place. Its platform supports portfolio management and offers a curated marketplace of 600 pre-built models from 100 money managers and model providers. Advisors can choose among custodians offering fractional-share and whole-share options, and access investment partners, secure technology, and flexible fees.
Freedom Advisors emphasizes a white-label experience: advisors can present the platform and selected marketing materials under their own brand, keeping their practice prominent in client relationships. Its experienced service team provides high-touch operational support, helping reduce the need for in-house operations staffing. The company also offers group retirement plan services, connecting advisors with resources and support from established plan service providers. Additional resources include market commentary, articles, videos, and podcasts.
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Finance
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The Freedom Advisors name, logos and brand assets are trademarks of Freedom Advisors and its affiliates. Brandfetch isn't affiliated with or endorsed by Freedom Advisors. Their use is subject to Freedom Advisors's brand guidelines.