Onyx Advisor Network

Onyx Advisor Network

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The Onyx Advisor Network is a comprehensive entrepreneurial support platform for minority-led financial advisory firms.

ABOUT ONYX ADVISOR NETWORK

The Onyx Advisor Network is a comprehensive entrepreneurial support platform for underrepresented financial advisors. Its mission is to change the complexion of wealth while empowering underrepresented advisors with tools, technology and resources needed to build sustainable careers in wealth management.

The Onyx Advisor Network is a comprehensive entrepreneurial support platform for minority-led financial advisory firms. The network is focused on helping underrepresented advisors start, scale and sustain their practices by providing them with a community of like-minded advisors and access to compliance solutions, custodians, coaching development resources and several technology resources—all at a discounted subscription cost. Partnering with a robust set of industry partners, Onyx will provide a bundled technology stack to help minority advisors effectively run their practice. Onyx will offer an investment management solution—the “Onyx Model Portfolios”—leveraging the model portfolio expertise of leading asset manager Vanguard. Network advisors will have an option to purchase additional technology at a discount from Altruist, MessageWatcher, Envestnet|MoneyGuide, RightCapital, Synergy RIA Compliance Solutions and Wealthbox. Onyx’s technology partners will enable advisors in the network to create financial plans, schedule meetings, log client events, automate mid- and back-office tasks and more.

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ONYX ADVISOR NETWORK