3xEquity
Business Services · Washington, United States · 11-50 Employees
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Overview
Headquarters
4055 Lake Washington Blvd NE Ste 200, Ki...Phone Number
(855) 491-2910Website
www.3xequity.comRevenue
$5.2 MillionIndustry
ZI Rank: 1
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ZI Rank
1
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About 3xEquity
3xEquity specializes in transition consulting and certified practice valuations for financial advisors looking to change broker-dealers. They provide a no-cost service that helps advisors secure multiple offers from over 200 broker-dealers, facilitating a smoother transition process. The company is dedicated to offering personalized support, allowing advisors to maintain control while navigating their options. With a focus on empowering advisors, 3xEquity aims to simplify the transition process and maximize compensation packages.Explore more
3xEquity Org Chart
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Activity Insights
3xEquity is experiencing very low activity levels compared to other companies in the Business Services sector.
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3xEquity is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about 3xEquity.
3xEquity Tech Stack
A closer look at the technologies used by 3xEquity
3xEquity News & Media
3xEquity Launches Annual Advisor Transition Survey
3xEquity, the authority on advisor transitions, has launched its 2021 survey of financial advisors who have recently switched broker-dealers/firms. SEATTLE, WA, UNITED STATES, March 11, 2021 /EINPresswire.com/ -- 3xEquity, the authority on advisor …3xEquity To Host 3/3/21 Webinar “10,000 financial advisors growing faster than key competitors – What’s the secret?
This webinar focuses on Ameriprise Financial and the tools and support they provide that have enabled their advisors to grow 2.5x faster than key competitors. SEATTLE, WA, USA, March 1, 2021 /EINPresswire.com/ -- 3x Equity, the authority on advisor …3xEquity Launches Mobile App For Advisors Curious About Changing Broker Dealers
For financial advisors curious about changing broker-dealer, 3xEquity’s app for iPhone/Android includes Instant Offer tool providing multiple transition offers. SEATTLE, WA, USA, February 26, 2021 /EINPresswire.com/ -- Built for financial advisors who …3xEQUITY SURVEY FINDS FINANCIAL ADVISORS VIEW THEMSELVES AS FREE AGENTS
Annual Survey Of Advisors Reveals Truths About Switching BDs; Multiple Transition Offers is The Norm SEATTLE, WA, UNITED STATES, February 18, 2020 /EINPresswire.com/ -- Remarkable truths were revealed in a survey conducted by 3xEquity of advisors that …
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Frequently Asked Questions Regarding 3xEquity
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3xEquity specializes in transition consulting and certified practice valuations for financial advisors looking to change broker-dealers. They provide a no-cost service that helps advisors secure multiple offers from over 200 broker-dealers, facilitating a smoother transition process. The company is dedicated to offering personalized support, allowi... Read More
