We have built the RIA industry's biggest brands. It's your turn.
From Point-A to RIA. Launchig an RIA is a full time management project. Our friends become your friends. Fusion leverages deep insider expertise gained from years of executive leadership roles and decades of old industry relationships to act as advocate, educator, tactical support, strategic guide and negotiator for advisor practices & institutions looking to make the move to independence. In essence, we become your "acting COO" managing your launch project while allowing you to focus on cultivating your clients that will be transitioning with you.
Not all advisor teams are built alike. Whether you are launching a new RIA or taking the time to optimize your current tech stack, your tech build is one of the most important decisions you will make.
Assessing your business technology and operational needs through our proprietary Fusion ScoreCard™ illuminates technology stack needs bespoke to your business. We then act on your behalf to negotiate and implement vendors that offer the most relevant solutions for your needs.
Through our sister firm, Wingman Strategic Partners (www.wingmansp.com), we provide estate planning and risk mitigation resources for the fiduciary-minded advisor. Let us asset mapping legacy positions to fee-based solutions or help you create your own in-house agency. Our service is designed to meet the needs of RIAs, hybrid advisors, and national platforms seeking to add risk mitigation solutions in a fiduciary world.
We provide guidance through a vast array of market options with our experienced M&A consultants and strategic partners. Whether you are a buyer, seller, or PE Firm seeking to expand, Fusion offers industry insider experience, including target firm evaluation, integration services, lending/capital solutions, succession planning solutions, and transition management to accomplish your M&A goals.
Your Outsourced RIA Architects
Mike & Kimberly Papedis Fusion founders Mike and Kimberly Papedis know the independence process inside and out. Over the course of their 50 collective years in the industry, they have helped thousands of advisory teams make the move to independence. More importantly, they have led the execution of creating the fastest-growing businesses in the wealth-management industry both as inside executives at large national firms and now as independent consultants aligned with your fiduciary mindset.
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