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Prosperity Investment Management Joins LPL Financial

Nov 14, 2024•over 1 year ago

Contract Type

partnership

ChicoFinancial ServicesFinanceLending

Description

LPL Financial LLC announced that the financial advisors at Prosperity Investment Management have joined LPL Financial’s broker-dealer, RIA, and custodial platforms. Prosperity Investment Management, with approximately $140 million in assets, decided to find a new strategic partner and chose to move their business to LPL Financial due to its industry-leading technology, scale, and commitment to service.

Company Information

Company

Prosperity Investment Management

Location

Chico, California, United States

About

Prosperity Investment Management is a financial firm based in downtown Chico, Calif., founded by seasoned financial advisor Robert “Rob” B. Anderson, CFP®. The firm offers a broad spectrum of financial services to individuals and business owners, including investment management, financial planning, retirement planning and estate planning.

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Strategic

ML-powered predictions for Prosperity Investment Management'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

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.