Palm Financial Partners

We built Palm for RIA Owners who are looking for a financially attractive option to transition ownership while preserving their legacy and unlocking their firm’s next chapter of growth. Palm’s unique supoorted and decentralized model enables a transition of ownership while minimizing disruption for their clients and taking care of their people. Palm is the permanent capital partner that will guarantee the firms’ continued independence for generations, ensuring their people have rich and engaging careers and their clients can continue to rely on the same great service they are accustom to. Palm supports their leadership teams with world class talent development programs, strong marketing and business development teams, compliance support programs, and a path-to-partnership for high performing advisors. By partnering with Palm, firms a) gain critical capabilities, b) maintain what is special about their firm, and c) avoid common pain points associated with other aggregators and integrators: By partnering with Palm, firms a) gain critical capabilities, b) maintain what is special about their firm, and c) avoid common pain points associated with other aggregators and integrators. Our firms gain: an open community of high-performing peers and trusted partnerships with tax accountants and estate planning attorneys, group purchasing and negotiating power, world-class marketing, sales, and recruiting teams to support growth efforts and centralized HR, recruiting, compliance, investing, and accounting support. Our firms maintain: their sense of independence and entrepreneurship, local client and investing strategy, their local brand and culture, and control over their tech stack... and the ability to do what is best for their clients based on local needs. Our firms avoid: repapering of clients, heavy tech integrations, and losing or watering down their local culture and identity. Palm is backed by Evergreen Services Group and Alpine Investors.

Website

https://palmfinancialpartners.com/

External link for Palm Financial Partners

Industry

Investment Management

Company size

11-50 employees

Headquarters

San Francisco, California

Type

Privately Held

Founded

2024

Specialties

Wealth Management, Registered Investment Advisors, M&A, Private Equity, Organic Growth, Centralized Support, Value Added Services, Recruiting, Financial Advisor Development, Marketing, and Business Development