Hybrid Advice
Financial Services • • 1-10 Employees
Company overview
| Headquarters | XX |
| Website | |
| NAICS | 52 |
| Keywords | IFA, Consolidation, Wealth Management, Financial Planning, Fintech |
| Founded | 2024 |
| Employees | 1-10 |
Key Contact at Hybrid Advice
Emma Watson
Chief Executive Officer
About Hybrid Advice
Hybrid Advice offers a unique partnership model for independent financial advisers. Our approach enables our IFA partners to focus on their core strengths: offering high quality advice to existing and new clients and growing their businesses via acquisition. We look to partner with ambitious firms, enabling them to act as hubs for future growth. We provide our IFA partners with access to long-term flexible capital, a suite of centralised functions, acquisition and integration support and access to end-to-end adviser technology. This enables the streamlining of processes, reduces manual tasks and aims to deliver superior user experience to clients. We offer clients Hybrid Advice’s Centralised Investment and Retirement Proposition (CIRP) which aligns client segmentation, platform use, and investment advice across the Group. It is whole-of-market, transparent, and built with Consumer Duty at its core.
Hybrid Advice revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Hybrid Advice has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Hybrid Advice has never raised funding before.
United States
Spain
Australia
Ireland
Frequently asked questions
4.8
40,000 users
