Wealth Management That Puts Your Interests First.
Our value is simple to understand: the traditional, paper-based application process is manual, slow, expensive, and error-prone. We eliminate the paper and automate the process. Doing so allows advisors to measure turnaround time in minutes rather than days, substantially reduce costs, and largely eliminate errors.
We attribute much of our success to our market-leading investment in technology and infrastructure – four years and multiple software partnerships later, we have the 8Financial platform.
The result is a platform that can handle the most demanding advisor requirements. We deliver over 99.99% availability of mutual fund, variable annuity, clearing and custody, private equity Reg D, DST, and custodial partners, provide highly advanced security, and offer hundreds of prebuilt partner connectors, along with an extensive API for embedding and connecting Salesforce with other systems—all behind a simple and friendly user interface.
Stay an independent financial advisor but be backed by Infinity's robust set of business tools found at top independent broker dealers
It’s never been easier to work with clients remotely, to transition to an RIA, or streamline your hybrid business model.
Find a financial advisor you can trust. Our national network of professionals is here to guide you through wealth management, investments, estate planning, and so much more.
Get advice on market trends, retirement planning, and support. Stay abreast of the latest financial regulations and learn the best ways to manage your funds.
About Infinity Financial Services
Infinity Financial Services is a national hybrid broker dealer and registered investment advisory firm. We provide support to financial advisors, which allows them to spend more time working with their clients. Our platform provides streamlined support in a secure environment.
Contact us and find out about our financial advisor transition services and back office support for customized practice management at a modernized wealth management firm.
Infinity Financial Services caters to wirehouse advisors transitioning to independence, regional advisors moving firms, and independent financial advisor representatives nationally.
We offer an array of services, including asset management, brokerage, insurance, financial and benefits planning, and risk management.
Leading Edge Technology
Meet remotely with your clients, provide digital signatures utilizing Docusign through Docupace, read your most recent account reports, and stay secure while doing it.
Infinity has invested in the most comprehensive suite of online tools to help keep financial advisors connected and in charge of overseeing client finances.
Infinity uses the top software company for independent broker dealers and Registered Investment Advisors. Docupace as a platform automates how front-end and back offices operate, streamlining communications and helping generate new business.
We equip our financial advisors with advanced tools to help navigate the market, diversify investments, and develop a sound financial strategy.
Spend More Time Advising
and Less Time On Operations
As an Independent financial advisor, your partnership with Infinity Financial Services will put you back in front of your clients instead of drowning in your day-to-day business tasks. That is what a modernized wealth management platform can achieve.
Whether you seek a hybrid RIA, hybrid broker dealer, or prefer to register your license at a broker dealer for future business while concentrating in RIA only business - Infinity Financial Services will support your transition package.
Efficient and Easy Access
Our digital platform provides scalability to your business. No matter where you’re located, you’ll be able to advise your clients, deliver returns, and promote diversification potential to your high-net-worth clients.
Use our powerful analytics capabilities to prove your worth to investors. Pull accurate and intuitive portfolio reports that will keep your clients informed.
Private and Secure
Take advantage of our robust, cloud-based management system for communicating with your clients. Our centralized document management and paperless e-processing ensures security as you provide service over the life of the investment.
Ready to grow?
Book a completely confidential call and demonstration with Gregory B. Gilbert, CFP(r), President and CEO of Infinity, to discuss the benefits of joining our firm.
In the demo, we will show you exactly how we can optimize your practice, customize it to your needs, and give you the exact support you need to take your business to the next level.