Finlink

Fin.Link operates a specialized marketplace platform for financial professionals, streamlining strategic transitions and networking. Its core product enables advisors and firms to confidentially buy, sell, or merge practices, facilitating succession planning, recruitment, and advanced practice management within the financial services industry.

The company was co-founded by Nicholas Gudz and Phillip Flakes, initially as Succession Link. Their insight recognized a critical need for a dedicated online intermediary to manage financial advisory practice transitions. After an earlier divestment, Gudz and Flakes reacquired and rebranded the platform, demonstrating renewed commitment to their vision.

Fin.Link primarily serves independent financial advisors and Registered Investment Advisors. Users leverage the platform to expand businesses, find synergistic partnerships, or plan for practice retirement. The company’s vision is to cultivate a dynamic, interconnected ecosystem empowering financial professionals to achieve strategic growth and succession objectives effectively.