3xEquity

The Authority On Advisor Transitions

General Information
Company Name
3xEquity
Founded Year
2013
Location (Offices)
Kirkland, United States +1
Founders / Decision Makers
Number of Employees
8
Industries
Financial Services, Platforms
Funding Stage
-
Social Media

3xEquity - Company Profile

3xEquity, a privately owned practice valuation firm, serves as the authority on advisor transitions within the financial services industry. Founded in 2013, the company specializes in real-time valuations and future opportunities for financial practice companies. Leveraging their expertise in financial investments and valuation platforms, 3xEquity consistently forges value-adding relationships in valuation, management, and financing. Additionally, the firm is positioned to purchase or partner with other practices, bring together outside buyers and sellers, and in some cases, provide private financing for potential acquisitions. With a focus on the intricate world of financial services, 3xEquity presents an intriguing opportunity for investors interested in the development and consolidation of financial practice companies.

Taxonomy: Practice Valuation, Financial Investments, Valuation Platforms, Acquisition Financing, Financial Advisor Transition, Partnerships, Investment Analysis, Business Valuation, Financial Management, Private Financing, Valuation Reports, Strategic Partnerships

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