Mission statement · Company scope
“Our mission is to empower a community of top independent financial advisory firms though proprietary technology solutions, access to best-in-class independent products, as well as value-added business services.”
In use2022 – now1 sighting
First seenAug 2022Added
Last seenAug 2022Latest observation
Date created—Not published by the organization
Record
- Kind
- Mission
- Scope
- Company
- Style
- Impact (primary) · Democratization · Community
- Leads with
- Change
- Best for
- Mission-driven
- Formula
- A world where [change]
- Tone
- Aspirational · Technical
- Length
- 28 words · reading grade 20.5
- Review status
- unreviewed · classifier rules-v0
- Quality score
- 0.74
- Record
- st_eb79f76cf3046b06
- Classification confidence
- 0.67
Sources1 sighting
SEC
SEC EDGAR filingsObserved 2022-08-24 · sec_sentence · S-1/A · accession 0001104659-22-094002
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