Infinex
On Sale
$60.00
$60.00
Infinex is not a single public bank but refers to different entities, primarily Infinex Financial Group, a U.S.-based independent broker-dealer that was acquired by Advisor Group (now known as Osaic) in 2022 and is focused on serving financial institutions. Another entity is a DeFi platform called Infinex, and a third is an Uzbek bank named InFinBank
- Unified Technology Platform: Access to a shared, modern, cloud-based technology stack, including the eQuipt account opening and maintenance platform, without relying on older legacy systems.
- Scale and Resources: Being part of a larger network (Osaic) provides increased scale, better peer-to-peer connections, and enhanced service and support resources.
- Succession Planning: The unified structure offers improved opportunities for succession planning and firm acquisition within the larger organization.
- Streamlined Compliance: Consistent regulatory and compliance policies across the entire network simplify operations for advisors.