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Rfg Advisory Secures Significant Growth Investment From Long Ridge Equity Partners

Rfg Advisory Secures Significant Growth Investment From Long Ridge Equity Partners

08/01/23, 1:16 PM
Location
https://purecatamphetamine.github.io/country-flag-icons/3x2/US.svgbirmingham
Industry
software
Investors
President Shannon Spotswood, Founder And Ceo Bobby White, Long Ridge Equity Partners
RFG Advisory, an innovative and fast-growing platform for independent advisors, today announced that it has secured a substantial growth investment from Long Ridge Equity Partners, a private equity firm with significant experience in the financial services technology and wealth management sectors. The firm will continue to operate under its existing leadership team: Founder and CEO Bobby White, President Shannon Spotswood, and Chief Investment Officer Rick Wedell.

Company Info

Company
Rfg Advisory
Location
birmingham, alabama, united states
Additional Info
RFG Advisory is an innovator in the wealth management industry. Passionately committed to serving independent financial advisors and their clients, RFG Advisory prides itself on being a service company first, a technology company second and a hybrid-RIA third. RFG Advisory delivers a turn-key integrated platform that provides Advisors all of the tools and resources they need to be the CEO of their practice, not the COO, including turn-key technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support. Focused on amplifying independence, Advisors who affiliate with RFG Advisory maintain all of the equity in their business and pay a basis point fee for access to RFG's investment and technology platform. Additionally, through RFG Capital, the firm buys stakes in advisor practices to facilitate succession planning and provide loans to advisors to enable the move to full independence. Securities offered by Registered Representatives through Private Client Services. Member FINRA/SIPC. Advisory products and services offered by Investment Advisory Representatives through RFG Advisory, a Registered Investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities.

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