Infinity Financial Services

Infinity Financial Services is a leading financial technology company based in the Bay Area of Silicon Valley. As a FINTECH independent broker dealer, they are dedicated to providing a robust alternative investment platform for high net worth advisors. Infinity Financial Services offers tech-based solutions to financial advisors, empowering them to better serve their clients.

Their advisor practice management services include a wide range of offerings such as asset management, brokerage, insurance, financial planning, benefit plans, and risk management services. Their mission is to enable financial advisors to develop thriving independent practices while meeting compliance requirements. With a strong value system based on trust, intelligence, excellence, diligence, integrity, and introspection, Infinity Financial Services delivers what they promise and aim for added value in everything they do.

By partnering with Infinity Financial Services, financial professionals can spend more time advising their clients instead of getting caught up in day-to-day business tasks. They offer various models for financial advisors to choose from, allowing them to align with their preferred approach and branding. With a powerful technology platform and open architecture, Infinity Financial Services provides state-of-the-art tools and resources for independent financial advisors to grow their businesses effectively.

Join Infinity Financial Services and experience a truly independent and successful practice, supported by leading-edge technologies and firm support