RIABiz

News, Vision & Voice for the Advisory Community

RIABiz

The RIABiz Directory

Sponsored by


Enter search or click dropdown arrow

Search by letter:

GET LISTED!

Adding your company to the RIABiz Directory is simple and quick.


Premium Listing
$ 950/year
Basic Listing
FREE

For More Info Contact:

Dawn Kodin: dawn@riabiz.com

(360)647-2842

John Kodin: john@riabiz.com

(360) 714-8662

Fusion Financial Partners logo

Company info:

Mike Papedis
Top executive: Mike Papedis

312-401-4890

2150 Palomar Airport Rd

Suite 206

Carlsbad, California, United States, 92011

RIA department info:

Contact: Kimberly Papedis

760-277-3232

kpapedis@fusionfp.com

Etcetera:

  • 6 FTEs

  • 4000000 FTEs

  • Founded in 2017


Q&A:

What is the service or product you offer to RIAs?

RIA Launch, Fusion Scorecard, Fusion Advisor Academy, Technology Consulting and Growth Services

How do you differentiate your offering from competitors?

We are a team of RIA insiders with unparalleled expertise. We have built some of the industry's biggest brands and bring an institutional approach to our teams.
What else would you like to say about your business?
We have transitioned thousands of advisors to the independent space and that's our specialty, whether launching a new firm or identifying a wealth platform for the teams.