Leveridge?

At Leveridge?, we empower financial advisors to revolutionize their practices by making real estate a core component of financial planning. Real estate is more than just an investment—it’s a vital part of a client’s wealth, life goals, and legacy. Yet, it remains underutilized in traditional financial advising. Our mission is to bridge this gap. Leveridge? provides advisors with personalized consulting, actionable insights, and innovative tools to seamlessly incorporate real estate into their services. Whether clients are buying or selling primary residences or investment properties, analyzing existing portfolios, or exploring strategies to diversify and preserve wealth, we help advisors deliver more holistic, value-driven solutions. Designed to support advisors at every step, our solutions streamline the integration of real estate into financial planning—without the need for additional hires or complex processes. By simplifying a traditionally complicated area, we enable advisors to build deeper client relationships, differentiate their practices, and safeguard assets under management. Join us in transforming the future of financial advisory services.

网站

https://www.leveridge.io/

Leveridge?的外部链接

所属行业

金融服务

规模

2-10 人

总部

Los Angeles，CA

类型

私人持股

创立

2024