Transformative Growth in Wealth Management
RLR Strategic Partners is a strategic consultancy, private investment and M&A advisory firm focused on the wealth management space.
We collaborate with enterprises of all sizes, across all business models and at each stage of their lifecycle.
Portfolio Companies & Strategic Partnerships
Strategic Consulting
M&A Advisory
Renew.
Launch.
Reimagine.
Are there profitable expansion strategies for your business that are being overlooked?
We seamlessly combine strategic planning, execution solutions and unique resources with our unparalleled network of industry relationships to transform your business and position it for accelerated growth.
Strategic Consulting and M&A Advisory Clients
We support the following types of businesses
Registered investment adviser (RIA), hybrid advisor aggregators and other independent wealth management firms focused on leveraging technology and innovative capital structures to improve outcomes for key stakeholders, including financial advisors and their end clients.
Private equity and venture capital firms seeking to enter the wealth management space, expand on an existing presence or find the best possible transaction partners (both strategic and financial buyers) for the divestiture of portfolio companies within the industry.
Asset managers using technology-driven marketing and communications tools that integrate financial advisor-driven and direct-to-consumer approaches.
Digital media outlets, tech-enabled lead generation platforms and fast-growing marketing communications businesses that are leading providers of insights, analytics, client prospecting, communications and positioning support for wealth management businesses and financial advisors.
SaaS and other technology providers whose services not only simplify complex workflow streams for wealth management professionals and firms but make investing and planning simpler for consumers.
Our Portfolio Companies & Strategic Partnerships
