New Jersey-based Sylvan Financial Advisors recently joined the Ƶapp Community, concluding their search for a partner who could meet their clients’ growing financial planning needs.
Read MoreAli Kazemi said he was initially drawn to Ƶapp because of their technology, and became even more attracted once he observed the engaged, active and collaborative community of Financial Professionals.
Read MoreFinancial Professionals Josh Linton, Mike Koltz and Danielle Boutwell affiliate with Ƶapp.
Read MoreGrowth-minded advisors John Surace and Kelly Powers attracted by Ƶapp’s network of affiliated CPAs, higher levels of service, and direct access to Ƶapp leadership.
Read MoreƵapp is a 2024 "Wealthies" finalist for “Ƶapp Rise to Elite,” its home-grown, complimentary peer-to-peer coaching program for firms aspiring to achieve significant growth in their wealth management business.
Read MoreFinancial advisor leaves Ameriprise seeking growth opportunities, access to tax-advantaged investment products, and Ƶapp’s advanced case solutions team for complex-case support
Read MorePennsylvania-based firm’s financial advisors and wealth management team have become investment adviser representatives of Ƶapp Planning Partners through the employee-based model of Ƶapp
Read MoreThe annual event gives attendees the opportunity to hear ideas, strategies and best practices they can take back to their firms to build on client successes.
Read MoreIntegrated Tax & Wealth Strategies’ founder – highly successful independent financial advisor Brian Stephens – will continue with the tax practice. Integrated Tax & Wealth Management’s other financial advisors and wealth management team have become W-2 investment adviser representatives of Ƶapp Planning Partners℠.
Read MoreHaving been part of a family-owned business for many years, personal relationships are key to Heidi and Nic, and they said they’ve seen that reflected in the culture of the Ƶapp Community.
Read MoreTax-focused Financial Professional transferred from Crown Capital Securities to leverage Ƶapp’s tax-intelligent tools, technology and Home Office’s 40 years of experience supporting tax professionals
Read MoreƵapp to operate as a unique community within Cetera Holdings, bringing more than 3,100 financial professionals and over $82 billion in assets to Cetera
Read MoreFocused on growth and expanding partnerships with tax professionals, Heims and Gnoinski bring their New York-based Lincoln Sparrow Advisors team to Ƶapp from SagePoint Financial
Read MoreThe event’s “Profound Approach, Enduring Impact” theme reflects how independent Ƶapp Financial Professionals’ tax-intelligent approach to financial planning changes clients’ lives.
Read MoreNearly $564 million in third quarter newly recruited assets more than doubles the year-ago quarter.
Read MoreOne year after transferring to Cambridge Investment Research, Inc., Watson rejoins Ƶapp to regain the benefits of its tax-centric platform, technology and Home Office
Read More25-year industry veteran advisor attracted by close-knit Ƶapp Community, ease of doing business, and opportunities to partner with CPAs in the Ƶapp network.
Read MoreƵapp’s ratio of women Financial Professionals also compares favorably to the industry average of 18%.
Read MoreƵapp Financial Professionals and Accounting Firms to Expand and Enhance Cetera’s Wealth Management Group Ecosystem
Read More30-year-old, California-based wealth management firm attracted by opportunities to partner with CPAs across the Ƶapp Community to deliver unified services to clients.
Read MoreScottsdale-based firm attracted by Ƶapp’s technology, tax-focus and collaborative community.
Read MoreFirm's proactive service journey and subsequent results earn nod from notable industry awards.
Read MoreƵapp® has acquired Summit Wealth Advocates (Summit), a Minnesota-based wealth management firm with approximately $330 million in total client assets as of June 30, 2023.
Read MoreMore than 100 independent Financial Professionals have joined Ƶapp this year through the second quarter as they seek better support, resources and more collaboration on tax-intelligent planning.
Read MoreƵapp®, a leader in tax-focused financial planning and wealth management, announced it has earned the Great Place to Work certification.
Read MoreHutchins and Co-CIO Ivan Gruhl will further enhance impact of research and investment management for Ƶapp’s independent Financial Professionals and accounting firms.
Read MoreBruce Tuckey and Dave Renko bring decades of experience to their roles at Ƶapp and will help expand the Ƶapp Community of accounting firms and tax-focused Financial Professionals.
Read MoreƵapp reports more than $228 million in newly recruited assets during 2023’s first quarter with continued interest from growth-minded independent financial professionals and accounting firms.
Read MoreA successful and growth-minded financial advisor, Pardo chose Ƶapp for its tax-focused approach to wealth management, specialized Home Office support teams, and deep network of CPAs and tax professionals
Read MoreGrowth-minded Financial Professionals want the competitive advantage of Ƶapp’s tax-focused wealth management, service excellence and close-knit Ƶapp community of like-minded Financial Professionals
Read MoreƵapp continued its record-breaking recruiting results during the fourth quarter of 2022, contributing to full-year 2022 newly recruited assets of approximately $1.7 billion, an increase of approximately 79% over 2021.
Read More“I am pleased to welcome Melissa who joins an energized Ƶapp leadership team committed to creating value for our Financial Professionals, CPA firms, Home Office staff, and investors,” said Chris Walters, CEO of Ƶapp, Inc.
Read More“Power of Community” themed event showcases success of the Ƶapp Community, and the company’s focus on helping Financial Professionals grow their businesses
Read MoreA series of acquisitions has helped the Ƶapp® employee-based model to significantly grow total client assets and its geographic footprint.
Read MoreFinancial Professionals transferring to Ƶapp to access its deep network of CPAs and tax pros; recruits also looking to leverage Ƶapp’s tax-smart investing tools to better serve clients
Read More120-person firm chooses Ƶapp for its proven model, successful track record partnering with accounting firms
Read MoreGrowth-minded Financial Professionals want the competitive advantage of Ƶapp’s tax-focused wealth management, service excellence and close-knit Ƶapp community of like-minded Financial Professionals
Read More20-year financial services veteran leverages flexible Ƶapp affiliation models to create a future focused on consistent client service and growth opportunities
Read MoreƵapp Planning Partners Recognizes Affiliate Accomplishments During Largest-ever National Conference. Annual Elevate Conference showcases high-performance individuals and firms.
Read MoreAnnual Elevate Conference showcases highest performing individuals and firms
Read MoreHighly successful veteran advisor Sandeep Varma chooses Ƶapp to access its vast network of CPAs, tax pros and accounting firms, and for direct access to Ƶapp senior leadership.
Read MoreFinancial Professionals are transferring to Ƶapp for better service levels, enhanced technology and products, direct access to senior Ƶapp leadership, and a strong sense of community.
Read MoreMedica’s experience includes leadership roles with Cetera Financial Group, a large LPL-affiliated OSJ, and several other national sales positions for brokerage and mutual fund companies
Read MoreThomas Sullivan chooses Ƶapp for its responsiveness, product lineup, and strong network of accounting firms to further enhance growth opportunities in Las Vegas
Read MoreWell-known tax expert and Financial Professional Gene Bell joins Ƶapp, further strengthening the firm’s value to CPAs and tax pros serving clients at the intersection of tax and financial planning
Read MoreSeveral Ƶapp leaders slated as featured speakers on FSI OneVoice panels in Dallas
Read MoreƵapp® reported today that it has entered into a settlement with the U.S. Securities and Exchange Commission (SEC) on behalf of 1st Global Advisors, Inc., which was acquired by Ƶapp’s parent in May 2019.
Read MoreƵapp®, a leader in tax-focused financial planning, has acquired Pennsylvania-based Warner Finance, with approximately $258 million in total client assets as of Oct. 11, 2021.
Read MoreƵapp®, a leader in tax-focused financial planning, has added Chief of Staff, Holly Manton, and Vice President of Software Engineering, Suman Aluru, to the company’s Senior Leadership Team.
Read MoreƵapp℠, a leader in tax-focused financial planning, has closed its acquisition of New Jersey-based Headquarters Advisory Group, LLC, with approximately $1.1 billion in total client assets as of June 30, 2021.
Read MoreTransaction would enable independent affiliate to monetize its firm, shift administrative tasks to Ƶapp, and fully focus on growth and superior end-client service
Read MoreFSI annual conference brings together independent financial services firm executives to share critical insights on the most important issues affecting their businesses
Read MoreFrom in-person meetings at Booth #225, to hosting a session on developing a business succession plan, Ƶapp will show how offering holistic financial services enhances accounting firm value
Read MoreIn-person meetings, collaboration and celebration of affiliates’ successes launch Ƶapp and its unique community of Financial Professionals into the second half of 2021 and beyond
Read More