The AmeriFlex Group
The AmeriFlex Group is a Las Vegas-based Registered Investment Adviser that delivers transitional wealth planning, premium advisory services, and advisor succession planning to individuals in career or life transitions and to financial advisors, with securities distributed through minority-owner Cambridge Investment Research.
- Company typePrivate
- Founded2019
- HeadquartersLas Vegas, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What The AmeriFlex Group does
The AmeriFlex Group is a privately held Registered Investment Adviser headquartered in Las Vegas, Nevada, founded circa 2018-2019 and operating with 51-100 employees. The firm specializes in transitional wealth planning — wealth management advice delivered to individuals navigating significant life events such as retirement, career changes, inheritance, and other financial transitions. Its product suite centers on the core Transitional Wealth Planning service, supplemented by AmeriFlex Premier™, a premium tier for high-net-worth clients, and SuccessionFlex, a succession-planning solution aimed at financial advisors transitioning their practices. The firm also distributes a complimentary book, 'Your Transitional Wealth Planner,' as a thought-leadership and client-acquisition asset.
The underlying technology is a relatively conventional wealth advisory stack: a secure client login portal, an internal advisor portal accessed via QuickConnect, and client-facing access through eMaplan. No proprietary AI/ML components, data assets, or differentiated technical architecture are documented in the available data.
AmeriFlex's business model combines recurring advisory fees on investment advisory services with transaction-based commissions on securities, with securities offered through Registered Representatives of Cambridge Investment Research, Inc., a FINRA/SIPC member broker-dealer that also holds a minority ownership stake in AmeriFlex. The go-to-market is sales-led and advisor-driven: the firm recruits licensed financial advisors who deliver services directly to clients in the jurisdictions where they are registered, and supplements this with content marketing, FINRA BrokerCheck verification, and a partner-firm referral channel. The customer base spans individuals in career/life transitions (primary), recruited financial advisors (primary), and partner firms (secondary). Pricing is not publicly disclosed.
The AmeriFlex Group firmographics
Firmographics- Name
- The AmeriFlex Group
- Legal name
- The AmeriFlex Group
- Website
- https://theameriflexgroup.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- The AmeriFlex Group is a Las Vegas-based Registered Investment Adviser that delivers transitional wealth planning, premium advisory services, and advisor succession planning to individuals in career or life transitions and to financial advisors, with securities distributed through minority-owner Cambridge Investment Research.
- Ownership category
- akta.pro rank
The AmeriFlex Group industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where The AmeriFlex Group is headquartered
LocationHeadquarters
- HQ city
- Las Vegas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
The AmeriFlex Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Advisory Services: Fee-based investment advisory services through registered investment advisers, providing wealth planning and management services to clients.
- Securities Brokerage: Securities offered through Cambridge Investment Research, Inc., a broker-dealer member of FINRA/SIPC, generating commissions on securities transactions.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
The AmeriFlex Group product offering
Product offeringCore offering
The AmeriFlex Group is a Registered Investment Adviser that delivers investment advisory, financial planning, and transitional wealth planning services to individuals and executives navigating career, retirement, and life-event transitions. Securities are offered through a partnership with Cambridge Investment Research, Inc. (FINRA/SIPC broker-dealer), and the firm provides financial advisors with SuccessionFlex practice transition support and an AmeriFlex Premier™ enhanced service tier for high-net-worth clients.
Product overview
The AmeriFlex Group is a Registered Investment Adviser that provides a suite of wealth planning services centered on transitional wealth planning. The core offering is Transitional Wealth Planning, supplemented by AmeriFlex Premier™ for premium clients and SuccessionFlex for advisor practice transitions. The company also offers a complimentary book titled 'Your Transitional Wealth Planner' as a client acquisition resource. Securities and advisory services are offered through partnerships with Cambridge Investment Research, Inc.
Differentiator
Problem solved
Functional benefit
Companies that use The AmeriFlex Group
Customer profileSegments3 records
Ideal customer profiles3 records
The AmeriFlex Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
The AmeriFlex Group partnerships and signals
Strategic signalScale indicators1 record
Recent moves5 records
Expansion highlights4 records
The AmeriFlex Group competitors and assessment
Company assessmentBroad incumbents
- Advisor Group: One of the largest independent broker-dealer and RIA networks in the U.S., offering wealth management platforms, succession planning, and advisory services to independent financial advisors — comparable to AmeriFlex's core offering.
- Mariner Wealth Advisors: Mariner is a large national RIA serving HNW clients with comprehensive wealth planning and practice acquisition services. It is also the parent of Cambridge Investment Research, making it an indirect parent and strategic peer of AmeriFlex.
- LPL Financial: The largest independent broker-dealer in the U.S., LPL provides RIA and broker-dealer services to thousands of independent financial advisors. Its advisor affiliation model, succession/transition programs, and wealth management offerings directly overlap with AmeriFlex's positioning.
- Cambridge Investment Research: Cambridge is AmeriFlex's minority owner and broker-dealer partner. As one of the largest independent broker-dealer networks in the U.S., Cambridge shares the same RIA-affiliated business model and serves independent financial advisors with compliance, technology, and product access — making it the most directly comparable incumbent.
- Cetera Financial Group: Cetera is a major independent broker-dealer and RIA network serving independent financial advisors with wealth management, succession, and transition support — directly comparable to AmeriFlex's advisor-services platform.
- Raymond James Financial Services: Raymond James operates a major independent contractor and RIA channel for financial advisors with wealth management and transition support, broadly overlapping with AmeriFlex's services for advisors in transitions.
- Focus Financial Partners: Focus is a partnership of independent RIAs serving HNW clients with wealth management and transition services. Its advisor-affiliation model and succession-oriented acquisitions closely parallel AmeriFlex's SuccessionFlex program.
Direct peers
- Hightower Advisors: Hightower is a national RIA platform serving high-net-worth clients with wealth planning, investment management, and advisor transition support — comparable to AmeriFlex's HNW-focused transitional planning niche.
- Wealth Enhancement Group: Wealth Enhancement Group is an RIA platform that acquires and partners with independent financial advisors, offering wealth planning for individuals and families — comparable to AmeriFlex's advisor-recruitment and client-services approach.
- Commonwealth Financial Network: Commonwealth is a privately held independent broker-dealer/RIA serving financial advisors with practice management, succession planning, and wealth management services — closely matching AmeriFlex's advisor-focused RIA model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
The AmeriFlex Group social profiles
Digital presenceThe AmeriFlex Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The AmeriFlex Group leadership team
Management profileNumber of profiles
The AmeriFlex Group funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The AmeriFlex Group 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 The AmeriFlex Group
What does The AmeriFlex Group do?
The AmeriFlex Group is a Registered Investment Adviser that delivers investment advisory, financial planning, and transitional wealth planning services to individuals and executives navigating career, retirement, and life-event transitions. Securities are offered through a partnership with Cambridge Investment Research, Inc. (FINRA/SIPC broker-dealer), and the firm provides financial advisors with SuccessionFlex practice transition support and an AmeriFlex Premier™ enhanced service tier for high-net-worth clients.
Is The AmeriFlex Group a public or private company?
The AmeriFlex Group is a private company. It is classified as corporate owned and is currently operating.
When was The AmeriFlex Group founded?
The AmeriFlex Group was founded in 2019. It employs 51 to 100 people.
Where is The AmeriFlex Group based?
The AmeriFlex Group is headquartered in Las Vegas, United States, in the North America region.
How does The AmeriFlex Group make money?
Two revenue lines are on record. Advisory Services are the primary driver. The others are securities Brokerage.
Who are The AmeriFlex Group's main competitors?
Broad incumbents on record are Advisor Group, Mariner Wealth Advisors, LPL Financial, Cambridge Investment Research, Cetera Financial Group, Raymond James Financial Services and Focus Financial Partners. Direct peers are Hightower Advisors, Wealth Enhancement Group and Commonwealth Financial Network.
Does The AmeriFlex Group have an API?
No public API is recorded for The AmeriFlex Group.
What industry is The AmeriFlex Group in?
The AmeriFlex Group's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.