Press release

Succession Link Rebrands as Fin.Link; Unveils Enhanced Platform

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Sponsored by Businesswire

Succession Link, the leading platform for supporting financial professionals’ mergers and acquisitions, succession planning, and career transition needs, is proud to announce its rebrand as Fin.Link. This strategic move reflects the company’s expanded vision and commitment to assisting in its users’ growth, scaling, and succession with innovative engagement features and a robust career marketplace.

With a community of over 73,000 registered users, Fin.Link is now the go-to resource for financial advisors and professionals seeking to accelerate their careers, expand their businesses, or plan for a seamless transition. The platform’s new features facilitate deeper connections, streamline transactions, and foster a collaborative community.

Nicholas Gudz, Co-founder of Fin.Link, commented on the rebrand: “The rebranding of Succession Link to Fin.Link marks an exciting new chapter in our mission to support financial professionals at every stage of their careers. Our platform has always been about more than just matching buyers and sellers. It’s about helping advisors grow, plan their succession, and engage meaningfully with their peers. Fin.Link captures that broader vision, and we’re thrilled to introduce these new features that will further empower our users.”

Fin.Link’s expanded features include: a completely redesigned dashboard, innovative valuation tools, partnerships with industry leaders in M&A and finance, interactive advisor chat, career job postings, and, as always, advisors looking to buy or sell their books of business.

“Our updated site facilitates an engaged community of financial pros, with the capability to enhance all aspects of advisor growth,” Gudz adds.

“Fin.Link represents a significant evolution in the financial services industry,” added Tim Bello, a Co-Founder and Managing Partner at Merchant, which partnered with Fin.Link in December of 2022. “With its expanded capabilities, the platform demonstrates a profound understanding of today’s modern financial advisors’ unique challenges and aspirations. By prioritizing growth, succession planning, and client engagement, Fin.Link is redefining how advisors can scale and transition their practices, setting a new industry standard.”

As Fin.Link, the platform will continue to innovate and deliver unparalleled support for financial advisors and professionals navigating the complexities of their careers. The rebrand signals a renewed commitment to the community, ensuring that every user can confidently achieve their professional goals.

For more information about Fin.Link and its new features, please visit www.fin.link

About Fin.Link

Fin.Link (formerly Succession Link) is the leading platform for financial professionals focused on mergers and acquisitions, succession planning, and career transitions. With a commitment to growth, succession, and engagement, Fin.Link offers enhanced tools and resources designed to empower users at every stage of their careers. Fin.Link is dedicated to supporting the entire lifecycle of financial professionals, from building and scaling businesses to planning for succession.

About Merchant:

Merchant is a private partnership that provides growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management. Merchant’s ecosystem comprises 80+ partner firms and RIA practices in six countries, collectively managing more than $155 billion in assets as of the end of 2023. For additional information, please visit merchantim.com.