RFG provides a turn-key integrated platform that provides independent wealth management advisors with tools and resources to manage and grow their practices. The platform includes cutting-edge technology, institutional-caliber investment management, marketing, compliance, business consulting and operational support.
RFG Advisory
Visit SiteDescription
Wealth management technology platform and hybrid RIA for independent advisors
Investment Date
September 2023
Location
Birmingham, Alabama
Status
Active
Sector(s)
Asset & Wealth Management, Financial Technology, Innovative Services
Long Ridge Team