Partnering With

Canter Wealth

We help advisors grow their business by providing qualified leads, leveraging technology and removing back office tasks.

With a proven track record for growth, learn how we can help your advisory business excel.

We'll help drive prospects through the funnel. Our marketing and business development team set your first appointments from hundreds of new, qualified prospects each year.
LEADS
We invest in technology to create a better experience for you and your clients. Built for scale, ready to adapt.
Integrated
Tech Stack
Streamline your day-to-day operations and reduce overhead. Our in-house resources include portfolio management, compliance, marketing, and operations support.
In-house resources

How Your Clients Benefit

Customized trading + rebalancing


Comprehensive financial + tax planning


Nobel-prize investment strategies


Low cost institutional funds


Fiduciary standard of care


Account aggregation in custom portal


Interactive retirement tools


Fee-only advice


A Proven Growth Model

Firm's Stats: 2019-2021
0
New Leads
0
Prospects Seen
0
New Clients
$0
Growth of Assets Under Management

Your Opportunity Set

Annual Lead & Prospect Data Per Advisor: 2019-2021*

0
Leads Per Year
$0
prospect aum per year
*Averages are lower due to COVID-19

Net Promotor Score

How likely clients are to refer

Canter Wealth

Industry Average

In-house Resources

Portfolio Management

Compliance

Marketing + Web Design

Operations

Business Development

Transition Team

Human Resources

Accounting + Data Analytics

Ever Evolving Integrated Tech Stack

tamarac
right capital advisors
lacerte tax advisors
Image
Image

Marketing Resources

Lead Generation

Content Creation

Web Development

SEO

Video Production

Event Coordination

Social Media Strategy

Digital Advertising

Tailored marketing campaigns, executed from start to finish, to deliver qualified leads

2019-2021 AUM Growth:
$21,915,191 - $211,587,445