StageUnattributed - II | Alive
Last Raised$6.13M | 9 yrs ago
About Continuity Partners Group
Continuity Partners is a comprehensive approach to succession planning, including locating buyers if a potential internal successor cannot be identified, and providing flexible financing, structure, and expertise to help Rep/Advisors practice through all aspects of succession planning and financing. In addition, it is designed to offer opportunities and financing to assist with practice building and recruiting as Rep/Advisors seek to acquire practices. Continuity Partners is also designed to leverage the power of partnership and deliver unique services and creative growth and efficiency options through its alliance of independent financial professionals.
Missing: Continuity Partners Group's Product Demo & Case Studies
Promote your product offering to tech buyers.
Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.
Missing: Continuity Partners Group's Product & Differentiators
Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).
Latest Continuity Partners Group News
Nov 12, 2015
11/12/2015 | 11:51am US/Eastern (You can enter multiple email addresses separated by commas) Message : *Required fields Continuity Partners Group announced today the expansion of its relationship management and partner development team with the addition of Jeff Wick, Assistant Vice President, Relationship Management. Wick will work with Continuity Partners Group owners in supporting and growing their financial advisory businesses, in addition to bringing new owners into the firm. Continuity Partners Group offers a turnkey approach to business continuity, succession planning, acquisition and growth strategies for independent financial advisors. Continuity Partners Group was formed in 2010, and today has 170 independent financial advisors in the organization. “Jeff has an extensive background in the areas of investments, brokerage, recruiting and business development,” said Jeff Vivacqua, Executive Vice President. “He has spent the past 15 years cultivating relationships and helping to grow advisor practices. He will provide excellent support and guidance to the owners of Continuity Partners Group and to our organization.” Wick joined Continuity Partners Group with over 15 years of industry experience in investments, brokerage, recruiting and business development. He has held regional management positions with Feltl and Company, US Bancorp and Wells Fargo Investments, working in the areas of marketing, compliance and education. He worked in wholesaling with Federated Securities Corporation and Van Kampen Investments, working with advisors on business growth and development and providing training for various products and services. Wick began his career as a financial advisor for Prudential where he was named Iowa Agency Rookie of the Year. He is a graduate of the University of Iowa with a BA in Communications Studies and Political Science, as well as a four-year letterman for the Iowa baseball team. Wick holds FINRA Series 7, 9, 10 and 66, Life and Health licenses. About Continuity Partners Group Continuity Partners Group is a special purpose broker-dealer and investment adviser within the Cambridge Investment Group family, which includes one of the largest privately owned independent broker-dealers – Cambridge Investment Research, Inc. Eric Schwartz founded Cambridge in the 1980s and has dedicated more than 30 years to supporting the independent ownership and objective advice model for independent financial professionals. Schwartz began his focus on the challenges related to succession planning in 2007, resulting in his formation of Continuity Partners Group. Initially intended to specifically address succession planning for independent advisors with Cambridge, Continuity Partners Group also supports independent RIA firms in their development of effective long-term succession plans and strategies for continued business growth. Continuity Partners Group and Cambridge Investment Research, Inc. are separate broker-dealers, members of FINRA/SIPC. Continuity Partners Group and Cambridge Investment Research Advisors, Inc. are separate Registered Investment Advisers. All entities are wholly-owned subsidiaries of Cambridge Investment Group, Inc. View source version on businesswire.com: http://www.businesswire.com/news/home/20151112006171/en/ © Business Wire 2015
Continuity Partners Group Frequently Asked Questions (FAQ)
Where is Continuity Partners Group's headquarters?
Continuity Partners Group's headquarters is located at 1776 Pleasant Plain Road, Fairfield.
What is Continuity Partners Group's latest funding round?
Continuity Partners Group's latest funding round is Unattributed - II.
How much did Continuity Partners Group raise?
Continuity Partners Group raised a total of $13.98M.
Discover the right solution for your team
The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.