RFG Advisory

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.

Visit Site
RFG Advisory
  • Description –  
    Wealth management technology platform and hybrid RIA for independent advisors
  • Investment Date –  
    September 2023
  • Location – Birmingham, Alabama
  • Sector(s) –  
    Financial Technology / Wealth / Asset Management
  • Long Ridge Team –