SOURCE: Advisorbox


January 16, 2013 12:15 ET

Advisorbox Announces Official Launch for Supporting Financial and Investment Advisors

DENVER, CO--(Marketwire - January 16, 2013) - Advisorbox announced their official launch this morning. Advisorbox provides financial industry advisor solutions directly to advisors and firms who work with advisors. Solutions are provided through Advisorbox corporate solutions, the Advisorbox family of firms and websites.

Their website offers a wide variety of advisor solutions categorized into Career, Manage, Connect and Growth "Boxes." Advisorbox offers extensive solutions for advisors including mergers and acquisitions, recruiting, compliance, payroll, HR and benefit plans, organic and inorganic growth, lending and funding, and practice valuations.

The Advisorbox family of websites includes the, which is a free directory of advisor solutions for advisors. Over 100 companies have already created a profile on the Directory. The is an M&A and recruiting portal providing matchmaking and consulting solutions. matches the public with financial, insurance, tax and legal advisors by geography or service. 

Advisorbox is uniquely organized and positioned to capture market share. The firm was started by a handful of leading advisor solution firms who believed combining resources within a family of firms and consolidating marketing efforts under the Advisorbox brand would maximize the benefits each firm could provide to advisors.

"We are excited to be open for business. We feel we have industry leading solutions to offer advisors, financial firms such as RIAs and broker dealers, and to advisor solution service firms," said Ryan Shanks, Managing Partner.

There are ten firms comprising Advisorbox and more solution providers are being evaluated for addition to the family. The current family of firms are:

  • Fusionbox: Web solutions and internet marketing arm of Advisorbox
  • Paychex: Payroll and tax services, HR outsourcing and benefit plans
  • Finetooth Consulting: Independent and RIA evaluation and integration
  • DeVoe & Company: M&A and practice valuations
  • Regulatory Compliance: Everything regulatory and compliance
  • RIA Growth: Sales and organic growth solutions
  • Live Oak Bank: Lending to RIAs and practice principals for acquisitions, operating capital, debt consolidation and commercial real estate purchase and refinance
  • FocusPoint Consulting: Reporting, billing and trading solutions
  • RJ & Makay: Recruiting and staffing

Advisorbox markets advisor solutions provided by its family firms through strategic partners, a family of websites, a consultant and support team, internet marketing channels, professional alliances, webinars and social media. Their mantra is to help one advisor at a time to open your potential, a tagline Advisorbox trademarked.

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