Company Research Report: Indivisible Partners
Company Overview
- Name: Indivisible Partners
- Mission: Indivisible Partners is dedicated to enabling advisors to improve the quality of decisions their clients make as they balance life and money. The firm is driven by the principle of aligning clients, advisors, and the firm.
- Founded by: No information is available
- Founded: Launching in Q1 2025
- Key People:
- Alok Kapoor
- Tom Corra, CFA
- John Thiel
- Paul T. Lambert
- Additional team: John Hogarty, Peter Cieszko, Bill Lorenz, Tom Fickinger, Michael Adornetto, Stephen Hostetler, CFA
- Headquarters: 114 Turner St, Clearwater, FL 33756
- Number of Employees: 11-50 employees
- Revenue: No information is available
- Known For: Indivisible Partners is known for being a purpose-driven, advisor-focused, and client-obsessed financial services firm.
Products
- Product Offerings: Indivisible Partners primarily offers advisory services that enhance the client-advisor relationship through improved decision-making processes. The firm focuses on:
- Ultra-wealth services.
- Cutting-edge technology to aid in financial decision-making.
- Entrepreneurial insights and support for advisor teams.
- High-Level Product Description: The company's offerings revolve around creating a cohesive and empowering environment for both advisors and clients.
- Key Features:
- Advanced technology integration for better decision-making.
- Services designed specifically for ultra-wealth clients.
- Strong emphasis on the alignment of advisor-client objectives.
Recent Developments
- New Developments:
- Indivisible Partners will be officially launching in Q1 2025, heralding a new approach to financial advisory services.
- New Products Launched: No information is available
- New Features Added: No information is available
- New Partnerships: No information is available
Note: The information provided is limited due to the upcoming launch of the company and its initially small team size. Expect further developments and refinements to service offerings as the company approaches its launch date.
