What Intervest International does

Intervest International is an SEC-registered investment advisor founded in 1980 that provides an open-architecture platform enabling independent financial advisors to deliver securities and advisory services to individual clients. The company's mission is to create the environment — products, services, and delivery systems — and the structural support — personnel and back-office infrastructure — that financial service professionals need to compete in a changing marketplace. Headquartered at 5187 Utica Ridge Rd, Davenport, Iowa, Intervest operates independently from its distribution partner while serving primarily Midwest United States clients.

The firm's core technology consists of web-based client and advisor access portals. Client access is provided through a third-party statement platform (mainaccount.com), while advisor access runs on a Salesforce-based portal. Securities and advisory services are delivered exclusively through the firm's channel partnership with Ausdal Financial Partners, Inc., a registered broker-dealer and investment adviser that is a Member of FINRA and SIPC. Ausdal provides the regulatory and operational infrastructure for Intervest's service delivery; the two entities are separately owned and operated. Intervest itself does not hold direct FINRA/SIPC membership, which is provided via the Ausdal arrangement.

The revenue model is built on recurring securities and advisory fees generated through the advisor network serving individual clients seeking comprehensive personal financial planning, wealth management, and retirement planning services. Pricing is not publicly disclosed and is determined through the individual advisory relationship. The company emphasizes trust, loyalty, empathy, integrity, and a family-first philosophy as its differentiators. The horizontal customer segmentation across individual investors and families, combined with the absence of disclosed enterprise customers or institutional accounts, suggests a distributed advisor-led model. No quantitative scale signals — headcount, AUM, advisor count, or revenue — are disclosed in the available source data.

Name

Intervest International

Legal name

Intervest International

Website

https://intervestintl.com

Company type

Private

Founded year

1980

Operating status

Operating

Short description

Intervest International is an SEC-registered investment advisor, founded in 1980, that provides an open-architecture platform for independent financial advisors to deliver securities and advisory services to individual clients, operating through a channel partnership with Ausdal Financial Partners, Inc. (Member FINRA/SIPC).

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Multi-Asset / Cross-Asset Brokerage (FSAEACAM)

Keywords

• Investment advisory services
• Financial planning services
• Wealth management advisory
• Securities brokerage services
• Retirement planning services

Headquarters

HQ city

Colorado Springs

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Securities and Advisory Services: Intervest International provides securities and advisory services through Ausdal Financial Partners, Inc. (Member FINRA/SIPC), generating revenue from financial planning and advisory fees for individual clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Intervest International is an SEC-Registered Investment Advisor that provides an open-architecture platform enabling financial service professionals to deliver investment advisory and securities services to their clients. The firm supplies the products, services, delivery systems, personnel, and support infrastructure advisors need, and routes securities transactions through its broker-dealer partner Ausdal Financial Partners, Inc. (Member FINRA/SIPC). Client-facing and advisor-facing web portals support ongoing account servicing and engagement.

Product overview

Intervest International is a financial services firm that provides a platform and support infrastructure for financial service professionals. The company offers securities and advisory services through its partnership with Ausdal Financial Partners, Inc., a FINRA/SIPC member firm. Their core offering focuses on creating the environment (products, services, and delivery systems) and organizational structure (personnel and support) needed by financial advisors to compete and thrive in the marketplace. The company provides client and advisor access portals for managing financial planning relationships.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Advisory Services SEC-Registered Investment Advisor services delivered on an open-architecture platform to financial service professionals and their clients, providing investment advisory guidance and portfolio management support.
• Securities Services via Ausdal Financial Partners, Inc. Brokerage and securities-related services (execution and custody-related functions) provided through Ausdal Financial Partners, Inc. (Member FINRA/SIPC) to support affiliated advisors and their clients.
• Personal Financial Planning Services Personal financial planning services for individual and family clients, delivered through affiliated financial advisors using Intervest's open-architecture platform.

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Ausdal Financial Partners, Inc.coreChannel Partner/ Reseller/ DistributorIntervest International offers securities and advisory services through Ausdal Financial Partners, Inc., a registered broker-dealer and investment adviser (Member FINRA/SIPC). Ausdal provides the regulatory and operational infrastructure for Intervest's financial services delivery.

Recent moves3 records

Expansion highlights2 records

Direct peers

• Kestra Financial: Kestra Financial is an independent wealth management platform built around supporting independent advisors with open architecture — directly comparable to Intervest's positioning as an advisor-focused platform.
• Lincoln Investment Planning: Lincoln Investment is an independent broker-dealer and RIA supporting financial advisors with open product access — comparable in scale and model to Intervest's advisor platform.
• Commonwealth Financial Network: Commonwealth is an independent broker-dealer/RIA serving independent advisors with open-architecture solutions — structurally similar to Intervest's advisor platform model.
• Cetera Financial Group: Cetera is an independent advisor network supporting RIAs and producing advisors with compliance, technology, and product access — directly comparable to Intervest's role as an advisor home.
• LPL Financial: LPL Financial is the largest independent broker-dealer in the U.S., offering an open-architecture platform for RIAs and financial advisors — directly comparable to Intervest's open-architecture advisor-support model, but at vastly greater scale.
• Cambridge Investment Research: Cambridge is a major independent broker-dealer and RIA platform serving independent financial advisors with open product architecture — the closest functional analog to Intervest's advisor-support value proposition.
• Osaic (formerly Advisor Group): Osaic is one of the largest independent broker-dealer networks, supporting thousands of advisors with an open-architecture approach — directly comparable to Intervest's advisor-support mission.

Broad incumbents

• Raymond James Financial: Raymond James operates a large independent advisor channel within its broader financial services platform. While much larger and more diversified, its independent-channel offering overlaps with Intervest's open-architecture advisor model.
• Ameriprise Financial: Ameriprise is a diversified financial services firm with a sizable independent advisor franchise. It competes in the same 'advisor-support platform' space as Intervest but with a much broader product set and captive-style integration.
• Charles Schwab (Advisor Services): Schwab is the dominant custodian for independent RIAs and provides the technology and clearing backbone that platforms like Intervest rely on. It is an enabling incumbent rather than a direct competitor, but its scale shapes the competitive context for any small RIA platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Intervest International