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ReDefine Independent Advisors

redefine-ria.com

Stage

Acquired | Acquired

About ReDefine Independent Advisors

ReDefine Independent Advisors (RIA) offers supported independence to financial advisors who want to own their own business.On January 7th, 2021, ReDefine Independent Advisors was acquired by Integrated Advisors Network. The terms of the transaction were not disclosed.

Headquarters Location

1700 N Lincoln Street Suite 2260

Denver, Colorado, 80203,

United States

(720) 543-9191

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Latest ReDefine Independent Advisors News

Integrated Advisors Network acquires ReDefine to bolster platform capabilities

Jan 8, 2021

Share Article Integrated Advisors Network has acquired ReDefine Independent Advisors, an RIA consulting firm that focuses on transitioning breakaway wirehouse advisers. The deal, whose financial terms are unknown, is said to enable Integrated to boost its Advisor Solutions Platform by attracting more financial advisers. At present, Integrated’s platform caters to more than 50 financial advisers representing over 30 practices in 13 states. Integrated co-founder and CEO Jeff Groves said: “Our mission is to shape the future of financial services by creating independent ownership opportunities for every financial professional through innovative strategies and unparalleled service. This acquisition represents the next step in our evolution.” As part of the deal, former ReDefine CEO Jason Inglis will join Integrated’s management team as its president. In his new role, Inglis will oversee the development and implementation of the company’s strategic growth plans. He will also lead the firm’s sales and marketing, and counsel financial advisers on Integrated’s Advisor Solutions Platform, practice transition, business structuring, and brand development as well as other operational, regulatory, and protocol matters. Inglis said: “What Integrated has been able to accomplish in five short years – going from zero to $2 billion in platform AUM – is a testament to their business model as well as their people. “Their real success lies in the quality relationships that they have been able to foster with network advisers, strategic partners, custodians, and the industry as a whole. They have a great team, and I am delighted to be part of it.” In 2014, tru Independence partnered with Integrated to allow RIAs to maintain complete ownership of their practices. Top 5 Most Read

ReDefine Independent Advisors Frequently Asked Questions (FAQ)

  • Where is ReDefine Independent Advisors's headquarters?

    ReDefine Independent Advisors's headquarters is located at 1700 N Lincoln Street, Denver.

  • What is ReDefine Independent Advisors's latest funding round?

    ReDefine Independent Advisors's latest funding round is Acquired.

  • Who are the investors of ReDefine Independent Advisors?

    Investors of ReDefine Independent Advisors include Integrated Advisors Network.

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