You’ve built a $100M+ book. Now, stop managing the "business of wealth" and start leading your clients. Plug into an institutional-grade platform built for the complex UHNW advisory model.
Initiate Confidential DiscoverySuccessful advisors are increasingly trapped between two bad options: the rigid bureaucracy of a wirehouse or the exhausting operational burden of a solo RIA. We offer the third way.
Utilize our proprietary 193-point psychometric assessment (iEQ9-based) to differentiate your discovery process. We move clients from "What's my return?" to "What is my wealth for?"
Never lose a detail. Our AI-driven infrastructure (Zocks/Jump) ensures 100% of client interactions are logged, categorized, and actionable without manual data entry.
Access our event-led growth engine, including Private Wealth Summits and curated UHNW networking, designed to attract $5M–$50M+ enterprise value clients.
Our infrastructure is designed to solve for the professionalized advisor who demands elite back-office execution.
| Capability | The i10 Advantage |
|---|---|
| Client Onboarding | Documented 3-tier service architecture with digitized workflows. From first meeting to investment implementation in <7 days. |
| Investment Philosophy | Institutional ETF-first models, individual bond ladders, and "AI Sleeve" strategies. Tax-aware rebalancing via Raymond James platform. |
| Technology Stack | Fully integrated CRM, AI meeting intelligence, and advanced financial planning (eMoney/MoneyGuide) pre-configured for HNW complexity. |
| Transition Support | Dedicated operations support to handle the heavy lifting of client repapering and data migration. |
Keep your client relationships and your advisory voice. We provide the "armor" and the "weapons" to win larger mandates.
For advisors 5–10 years from retirement, we provide a clear, high-valuation path to transition your legacy to a team that shares your values.
Leverage our specialized expertise in pre-exit business coaching, complex estate tax strategy, and private capital alternatives.