Partners

Financial Tailor partners with several firms to help best serve our clients. This should not suggest that any of these partner firms endorse or otherwise recommend Financial Tailor.

Interactive Brokers is the sole custodian for client accounts held with Financial Tailor. Interactive Brokers Group, Inc. was founded by its Chairman and CEO Thomas Peterffy. Over the last 40 years, it has grown internally to become one of the premier securities firms with over $6 billion in equity capital. Interactive Brokers conducts its broker/dealer business on over 120 market destinations worldwide. In its broker dealer agency business, IB provides direct access ("on line") trade execution and clearing services to institutional and professional traders for a wide variety of electronically traded products including stocks, options, futures, forex, bonds, CFDs and funds worldwide. Interactive Brokers Group and its affiliates execute nearly 1,000,000 trades per day. Interactive Brokers is headquartered in Greenwich, Connecticut and has over 1,100 employees in its offices in the USA, Switzerland, Canada, Hong Kong, UK, Australia, Hungary, Russia, Japan, India, China and Estonia. IB is regulated by the SEC, FINRA, NYSE, FCA and other regulatory agencies around the world.

Website: Interactive Brokers

While some companies believe that technology will replace advisors, Vestwell believes that technology plays a vital role in helping advisors better deliver financial planning and advice. We built an independent 401(k) platform to allow advisors to efficiently sell, manage, and ultimately grow their retirement business.

Website: Vestwell