APBOE Information

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The Advisory Practice Board of Exchange (APBOE®) is a financial advisor marketplace to buy and sell wealth management practices. APBOE® is a neutral site for multiple third-party valuation providers, M&A consultants, investment banks, and independent broker dealers to list sellers, search buyers, and ultimately sell practices. APBOE® provides access to bank financing to fund wealth management practices. Via our Pre-Approval portal, applicants are routed to an independent Lender Marketplace to find the best bank partner to fund your transaction. APBOE® provides a turnkey solution for independent and registered investment advisors to buy and sell wealth management practices with the requisite funding. Sellers on APBOE® can ascertain the creditworthiness and practice readiness of prospective buyers from our proprietary PurchasingPower™ scoring methodology. Buyers on APBOE® can increase their likelihood of acquiring practices by receiving a verified PurchasingPower™ score.

Website	https://apboe.com
Employees	4 (1 on RocketReach)
Founded	2019
Address	10 Times Square Suite 3000, New York, New York 10018, US
Phone	+1 800-263-4908
Technologies	JavaScript , HTML , Twitter +11 more (view full list)
Industry	Financial Services, Investment Banking, Finance
Keywords	Mergers And Acquisitions Advisory, Practice Valuation Services, Investment Banking Advisory, Advisor Succession Planning, Financial Advisor Consulting, Financial Advisor Network
Competitors	Fidelity Investments, Vanguard, Schwab Advisor Services, BMO, BlackRock, T. Rowe Price, State Street Global Advisors, Invesco Ltd., AllianceBernstein, Janus Henderson Investors +35 more (view full list)
SIC	SIC Code 62 Companies, SIC Code 628 Companies
NAICS	NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies