Business Brief
United Advisors is an aggregator of financial advisors founded by Mark Penske and supported by F/m Acceleration. United Advisors aggregates independent wealth managers across the US. F/m provides the back-office functionality and investment support to enable the wealth managers to focus on client relations and business development.
Snapshot
Founded — 2004
Launch of Model Platform — 2019
Headquarters — New York, NY
Investment Focus — Wealth management
Business Strategy — Full service back office and investment platform for financial advisors
Total Advisors — Serving independent advisors active in 20 states across the US
Additional Partners
