Insights

Acquisition activity Fiduciary Network operates in financing for independent wealth management firms in connection with equity sales, successor professional transactions, and M&A, indicating a readiness for strategic exits and growth capital deals that can expand footprints and service capabilities.

Growth parallel With a revenue range of 1M–10M and a small team (11–50 employees), there is potential for scalable partnerships with larger multi‑advisor platforms seeking tuck‑ins or regional consolidation opportunities to reach mid-market clients.

Strategic interests Historical activity includes ownership changes and mergers involving RegentAtlantic and Hillview Capital Advisors, suggesting openness to collaborative structures, platform integrations, or co‑investment opportunities that amplify deal flow.

Tech and marketing Current tech stack leverages WordPress, SEO, analytics, and standard web technologies, presenting opportunities to enhance digital marketing, lead generation, and client experience to attract more advisory firms.

Market positioning Operating in a competitive space with peers ranging from mid‑sized to large incumbents, Fiduciary Network can benefit from targeted outreach to firms seeking sale refinement, succession planning, or capital for growth and continuity planning.

Fiduciary Network, LLC Tech Stack

Fiduciary Network, LLC uses 8 technology products and services including WordPress, Afternic, Twemoji, and more. Explore Fiduciary Network, LLC's tech stack below.

WordPress
Content Management System
Afternic
E-commerce
Twemoji
Font Scripts
jQuery
Javascript Libraries
PHP
Programming Languages
Yoast SEO
Search Engines
Bootstrap
UI Frameworks
Google Analytics
Web Analytics

Media & News

Emigrant acquired Fiduciary Network, LLC on Jan 1st '18
Fiduciary Network previously owned RegentAtlantic, originally investing in it in 2007 (Emigrant Bank later acquired Fiduciary Network in 2018, and merged RegentAtlantic with the NYC-based wealth management firm Hillview Capital Advisors the following year).
Dec 06, 2021 | www.wealthmanagement.com

Fiduciary Network, LLC's Email Address Formats

Fiduciary Network, LLC uses at least 2 email formats:

Fiduciary Network, LLC Email Formats	Example	Percentage
LastF@fiduciarynetwork.com	DoeJ@fiduciarynetwork.com	100%
LastF@fiduciarynetwork.net	DoeJ@fiduciarynetwork.net	100%

Frequently Asked Questions

What is Fiduciary Network, LLC's phone number?

You can contact Fiduciary Network, LLC's main corporate office by phone at

+1-972-982-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Fiduciary Network, LLC's official website and social media links?

Fiduciary Network, LLC's official website is fiduciarynetwork.com and has social profiles on LinkedIn.

How much revenue does Fiduciary Network, LLC generate?

As of September 2026, Fiduciary Network, LLC's annual revenue is estimated to be $1M - $10M.

What is Fiduciary Network, LLC's NAICS code?

Fiduciary Network, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Fiduciary Network, LLC have currently?

As of September 2026, Fiduciary Network, LLC has approximately 11 employees across 1 continents, including North America. Key team members include Principal & General Counsel: D. B. Explore Fiduciary Network, LLC's employee directory with LeadIQ.

What industry does Fiduciary Network, LLC belong to?

Fiduciary Network, LLC operates in the Financial Services industry.

What technology does Fiduciary Network, LLC use?

Fiduciary Network, LLC's tech stack includes WordPress, Afternic, Twemoji, jQuery, PHP, Yoast SEO, Bootstrap and Google Analytics.

What is Fiduciary Network, LLC's email format?

Fiduciary Network, LLC's email format typically follows the pattern of LastF@fiduciarynetwork.com. Find more Fiduciary Network, LLC email formats with LeadIQ.

When was Fiduciary Network, LLC founded?

Fiduciary Network, LLC was founded in 2007.

Fiduciary Network, LLC

Q: How many employees does Fiduciary Network, LLC have currently?

Fiduciary Network, LLC has approximately 11 employees.

Q: What technology does Fiduciary Network, LLC use?

Fiduciary Network, LLC's tech stack includes Bootstrap, Google Analytics, Afternic, jQuery, Twemoji.

Q: What is Fiduciary Network, LLC's NAICS code?

Fiduciary Network, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesTexas, United States11-50 Employees

Fiduciary Network, LLC operates in the Financial Services industry, providing financing solutions to independent wealth management firms in relation to equity sales to successor professionals, mergers and acquisitions, and other strategic transactions. Its offerings are aimed at facilitating transitions and broader strategic moves within the advisory sector, helping firms pursue ownership changes and consolidation opportunities. The company is based in Dallas, Texas, and serves clients in the independent wealth management space, leveraging its position to support professionals navigating succession and structural changes within their practices. With a focus on strategic finance for advisory firms, Fiduciary Network positions itself as a partner during significant ownership and organizational shifts. The firm’s operations are located at 5400 Lbj Freeway, Suite 910, in the Dallas area.