Infinity Financial Services
- Company typePrivate
- Founded2007
- HeadquartersOakland, United States
- Headcount101–250
- GTM typeB2B
- OfferingServices
Infinity Financial Services firmographics
Firmographics- Name
- Infinity Financial Services
- Legal name
- Infinity Financial Services
- Website
- https://infinitysecurities.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 101–250 employees
- Ownership category
- akta.pro rank
Infinity Financial Services industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282), Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC), Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
Keywords
Where Infinity Financial Services is headquartered
LocationHeadquarters
- HQ city
- Oakland
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Infinity Financial Services business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- Broker-Dealer Services: Infinity generates revenue as a hybrid broker-dealer providing brokerage services to financial advisors. Revenue likely comes from transaction fees, advisory fees, and platform/administrative fees charged to affiliated advisors.
- Advisory Services: Through Infinity Financial Services Advisory (registered with SEC), the company provides registered investment advisory services. Revenue model includes asset management fees, financial planning fees, and potentially wrap fees as indicated by their wrap brochure offering.
- Financial Planning Fees: The company accepts payment for Financial Plans, Estate Plans, and Trust Plans through PayPal, Visa, MasterCard, American Express, and Discover via Authorize.net. This indicates fee-based financial planning services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Advisory and brokerage platform services with payout grid for advisors |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Infinity Financial Services product offering
Product offeringCore offering
Infinity Financial Services is a national hybrid broker-dealer and registered investment advisor (RIA) that supports independent financial advisors with brokerage execution, asset management, insurance, financial planning, benefits planning, risk management, alternative investments, and 1031 exchange services. The firm is structured as a dual entity, comprising Infinity Financial Services (FINRA-member broker-dealer) and Infinity Financial Services Advisory (SEC-registered RIA), supported by the proprietary 8financial technology platform and clearing through RBC Correspondent Services.
Product overview
Infinity Financial Services operates as a dual-entity platform comprising Infinity Financial Services (a FINRA-member hybrid broker-dealer) and Infinity Financial Services Advisory (an SEC-registered RIA). The core offering is supported by the proprietary 8financial Platform, which provides paperless processing, Salesforce CRM integration, and payment processing capabilities. The firm serves independent financial advisors transitioning from wirehouse firms and provides services including asset management, brokerage, insurance, financial planning, 1031 exchanges, and alternative investment access via the AIX platform integration. Advisor transition support and practice management solutions round out the service portfolio.
Differentiator
Problem solved
Functional benefit
Brands
- 8financial Platform: Technology platform for independent broker dealers and Registered Investment Advisors that automates front-end and back-office operations, integrates with Salesforce CRM, and enables fee charging via credit card processing.
Products and services
- Infinity Financial Services (Hybrid Broker-Dealer)
- Infinity Financial Services Advisory (RIA)
- 8financial Platform
- Wealth Management Services
- 1031 Exchange Services
- Advisor Transition Services
- Alternative Investment Platform (AIX Integration)
- Financial Planning Services
Companies that use Infinity Financial Services
Customer profileNamed customers2 records
Segments4 records
Ideal customer profiles4 records
Infinity Financial Services technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
Feature4 records
Infinity Financial Services partnerships and signals
Strategic signalPartnerships
Seven partnerships are on record, tiered core and minor.
- Alternative Investment Exchange (AIX)coreInfinity Financial Services deployed on AIX's alternative investment platform, which makes it easy to buy, own, and sell alternative investments. AIX supports a fast, powerful, and intuitive alternative investment environment with functionality for ease of use, operational efficiency, regulatory compliance, and cybersecurity.
- DocupacecoreInfinity uses Docupace as the top software company for independent broker dealers and Registered Investment Advisors. Docupace automates front-end and back-office operations, streamlining communications and helping generate new business. The platform enables digital signatures via DocuSign and integrates with Infinity's operations.
- RBC Correspondent Services (RBC CS)coreTransactions effected by Infinity Financial Services are executed and settled through clearing firm RBC Correspondent Services (RBC CS), a division of RBC Capital Markets Corp., Minneapolis, Minnesota. RBC CS makes routing decisions concerning customer orders without regard to Infinity's identity as introducing broker-dealer.
- SalesforcecoreInfinity's 8financial Platform offers paperless processing integrated with the industry-leading Salesforce CRM system, enabling advisors to manage client relationships and practice operations through the Salesforce platform.
- NexPointminorNexPoint sponsors 1031 DST (Delaware Statutory Trust) programs offered through Infinity Financial Services. DST programs are IRS-recognized tax deferral strategies allowing investors to exchange investment properties while deferring capital gains taxes.
- Mar Vista Insurance AgencyminorMar Vista Insurance Agency is listed as an affiliate company related by common ownership or control with Infinity Financial Services.
- 8financial PlatformcoreThe 8financial Platform is Infinity's technology offering that puts them on par with top broker dealers for independent financial advisors. It offers paperless processing integrated with Salesforce CRM and functionality to charge financial, estate, and trust-planning fees via credit card.
Scale indicators2 records
Recent moves6 records
Expansion highlights4 records
Infinity Financial Services competitors and assessment
Company assessmentMarket position
Competitive moat5 records
Key highlights7 records
Customer concentration
Infinity Financial Services social profiles
Digital presenceInfinity Financial Services compliance and trust
Trust signalCompliance6 records
Infinity Financial Services financial estimates
Financial estimateRevenue estimate
Valuation estimate
Infinity Financial Services leadership team
Management profileNumber of profiles
Profiles1 record
Infinity Financial Services subsidiaries and ownership
Company hierarchySubsidiaries1 record
Infinity Financial Services funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Infinity Financial Services M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Infinity Financial Services
What does Infinity Financial Services do?
Infinity Financial Services is a national hybrid broker-dealer and registered investment advisor (RIA) that supports independent financial advisors with brokerage execution, asset management, insurance, financial planning, benefits planning, risk management, alternative investments, and 1031 exchange services. The firm is structured as a dual entity, comprising Infinity Financial Services (FINRA-member broker-dealer) and Infinity Financial Services Advisory (SEC-registered RIA), supported by the proprietary 8financial technology platform and clearing through RBC Correspondent Services.
Is Infinity Financial Services a public or private company?
Infinity Financial Services is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Infinity Financial Services founded?
Infinity Financial Services was founded in 2007. It employs 101 to 250 people.
Where is Infinity Financial Services based?
Infinity Financial Services is headquartered in Oakland, United States, in the North America region.
How does Infinity Financial Services make money?
Three revenue lines are on record. Broker-Dealer Services are the primary driver. The others are advisory Services and financial Planning Fees.
Does Infinity Financial Services have an API?
No public API is recorded for Infinity Financial Services.
What industry is Infinity Financial Services in?
Infinity Financial Services's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.