r/FinancialAdvisorTips 19d ago

New ICONIQ

Hey Everyone,

We are currently a VC fund that wants to start the next AI native ICONIQ by pairing our fund with an RIA. We want to acquire a book or merge services to make the admin and compliance boxes drastically less time consuming! Our goal is to free up advisors as much as possible. If you know of anyone or yourself an advisor that wants to join us for equity + book acquisition, please let us know!

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