Jobs at Indyfin

Indyfin is the first platform that helps financial advisors win new client business from a market of $50Trillion of US Wealth Management assets. Financial advisors today are departing from established brand names like Merrill Lynch to start their independent firms. 30% of almost half a million advisors today are independent and winning market share from established brand name firms. To win business online, financial advisors need to connect with the right digital venues where their prospective clients are looking, showcase their services, personally engage with prospects in real-time, offer free consultations, and keep their prospect pipeline moving. Today, advisors use different tools to manage these activities—and spend a lot of time and money figuring out the right systems, stitching together the right processes, and hiring additional staff to help them run this complex client acquisition machine. Indyfin's platform makes automates these exhaustive tasks and makes it snappy for advisors to win new clients. Since our launch during Covid, Indyfin has created a pipeline of over $1.5Billion in assets for financial advisors in the US. We are on target to 10x that in over the next year.