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