Solution introduction

The Smarter, Simpler Way To Switch

We’ve built deep relationships with all the top national and regional BD’s. The one’s your clients know, the one’s you trust, the one’s that are interested in your success

3xEquity is a privately owned practice valuation firm, focused on real time valuations and future opportunities for financial practice companies. 3xEquity principals leverage their expertise in financial investments and valuation platforms that enable the firm to consistently forge value-adding relationships in valuation, management, and financing.

Additionally, 3xEquity is positioned to purchase or partner with other practices. It can also bring an outside buyer and seller together and, in some cases, provide private financing for the potential acquisition.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.