At Infinex, we realize that each financial institution has a unique brand, definite vision, and specific issues. That is why we are committed to listening and working together towards your goals.  We customize every phase of our clients’ programs and provide tailored, specific, in-field support with value-added sophisticated solutions.  We provide ongoing, hands-on relationships to assist not only in the creation of the business plan, but the ongoing execution as well. This hands-on service makes all the difference in helping our partner institutions achieve greater revenue and in turn, help their clients achieve their financial goals. Because we are financial institution owned and employ highly experienced financial professionals, we clearly understand both the financial institution and investment industries. By aligning our goals and matching our industry expertise with our clients’ unique strengths, we create powerful long-term relationships that maximize the financial institutions' potential. We serve to help them plan, protect and fulfill their clients' financial dreams.

    Since its inception Infinex has:

    • Increased its number of subscribing institutions
    • Increased the amount of assets under management
    • Increased gross commissions generated
    • Provided thought leadership and shared best practices


    Simply put, we are in this together; we are committed to offering the professionals, technology, passion and dedication to help your financial services program exceed your goals.  Click here to learn more.


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    Custom Tailored Solutions

    Wealth Management designed to meet the diverse needs of our partners.

    We are more than a broker dealer.  We are committed to being a Third Party Marketing Firm.  Click here to learn more.



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