When you work with us, you can do more.
The financial services industry is in the midst of rapid, wide-reaching change. Succeeding in it as an independent financial advisor, broker/dealer or RIA today requires intelligent decision making, advanced technology, superior products, adherence to standards and flawless execution. These are the kind of benefits you can expect when you partner with Cantella. The future of your business demands it.
Independent Financial AdvisorsYou want to maximize your independence
Broker/DealersYou want access to top tier service providers
Registered Investment AdvisorsYou want to be able to focus on client relationships
Technology AcquirersYou understand the value of an integrated solution
So you can work with confidence.
SAYING YES We believe there is often wide latitude for our advisors to pursue their business interests within the boundaries of prudent management.
DOL SAVVY Focused on the DOL for years, we are well positioned to help our advisors successfully navigate the regulatory environment ahead.
ADVOCATES Members of Cantella are actively involved in industry groups in order to represent the best interests of our advisors.
Our leadership is young, diverse and you can always reach them.
So you can work more productively.
The breadth and depth of our technology capabilities is one of the strengths our clients value most about us. Our goal is to deliver customized solutions that help you work more securely and effectively. We do that not by turning to third party vendors, but by building our technology in-house. It’s a difference that makes a difference.