We’ve built a one-of-a-kind online tool that enables you to quickly and confidently secure multiple offers from top BDs all while remaining 100% anonymous.
Having options means you can compare and contrast BD's, ultimately finding the best fit for you and your career path. You'll have multiple offers in as little as 2 business days.
We've built deep relationships with all the top national and regional BD's. The one's your clients know. The one's you trust. The one's that are interested in your success.
Getting offers used to be a real leap of faith. At 3xEquity, we've removed the risk. We protect your identity, keeping you 100% anonymous until you decide the time is right. You control the conversation.
We’ve built deep relationships with all the top national and regional BD’s.
The one’s your clients know, the one’s you trust, the one’s that are interested in your success.
Changing broker dealers can feel like adding another full-time job to your plate. Let us handle all the heavy lifting, keeping everything organized and on-schedule.
Newest Employee-Advisor Model Independence without the hassle A host of exciting advisor options exist These days, it seems like new advisor models and advisor hybrid models (and hybrid of hybrid models) are popping up left and right! COVID-19 and the stay-at-home order gave advisors a taste of the freedom that some independent models have to […]
The future is tech Technology gaps The new normal of remote work Technology is a powerful tool that drives just about everything we do. It’s all around us: in our kitchens, in our cars, even on our wrists. And while there may be a large technology gap that’s evident all across the industry, in terms […]
OpenInvest has been making big headlines this July after being bought by J.P. Morgan. OpenInvest will retain its brand while being integrated into the J.P. Morgan Private Bank and Wealth Management client offerings — however, there are way more changes ahead! As part of the acquisition, OpenInvest is ending their days as a money manager […]
Founder & CEO
6-time Ironman Triathlon World Championship Qualified, 25 time Ironman finisher, Jeff has 30+ years of experience in the wealth management space and is a Barron's Top Advisor.
Well-known and respected by leaders at top regional and national firms, Jeff uses a "coach 'em up" style to empower advisors whether they are looking to change broker dealers or simply grow their practice.
Founder & CIO
Chris helped launch 3xEquity from its inception and has been directly involved in every aspect as CIO, including building the valuation methodologies and constructing the 3xEquity transition offer process.
Chris has also been a financial advisor and in the industry for over 26 years, which has given him invaluable experience and understanding of what it is like to walk in an advisor’s shoes.
Senior Analyst
Lisa quarterbacks our candidate process, coordinating meetings and offers, always ensuring a confidential client experience that financial advisors trust. Additionally, Lisa helps advisors fully understand their options, whether it’s transitioning, selling or buying a practice.
A high-school XCountry coach, Lisa understands how to get max effort from people. You'll be glad she's on your team.
You can’t grow what you don’t measure, that’s why getting a valuation is such an important next step for your practice. Whether you are looking towards succession planning, a merger/acquisition, or simply setting a baseline, 3xEquity has the tools to deliver a meaningful and actionable valuation.
We are proud to introduce our new mobile app for Apple IOS and Android. Easily access 3xEquity insights, events, and news plus communicate directly and discretely with our team about your transition.
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Transition packages from top regional and national broker-dealers like LPL, Ameriprise, Wells Fargo, RBC, Cetera, Dynasty, UBS, and more.
