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Gateway Financial Partners Establishes Partnership with Wealth.com

Aug 27, 2024•almost 2 years ago

Contract Type

partnership

ConnecticutFinancial ServicesFinanceLending

Description

Gateway Financial Partners has announced a strategic partnership with wealth.com, the industry’s leading estate-planning platform. This collaboration will equip Gateway advisors with advanced, tech-driven estate planning tools, enabling them to serve clients more comprehensively and efficiently.

Company Information

Company

Gateway Financial Partners

Location

Connecticut, United States

About

Gateway Financial Partners is a hybrid RIA firm devoted to serving independent financial advisors. The company supports their advisors through leadership, operations, marketing, and technology, and operates around their core values of freedom, partnership, teamwork, innovation, superior customer experience, integrity, and respect, empowering independent financial advisors and providing them with the tools and flexibility they need to serve clients effectively.

Predictive Intelligence
Strategic

ML-powered predictions for Gateway Financial Partners's next move

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months