LeadIQ logo
Learn more at LeadIQ.com
Fusion Financial Partners logo

Fusion Financial Partners Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Fusion Financial Partners is a financial services firm that provides strategic guidance, planning, and project management to wealth advisory firms, helping them launch independent RIAs, grow their practices, or maximize enterprise value. Based in Fort Lauderdale, Florida, it operates as a small team focused on the independent advisor sector.

Founded in 2017 by senior executives in the RIA space, Fusion emphasizes a collaborative approach in which client needs are supported by the broader expertise of the firm. It connects clients with a network across custodians, independent broker-dealers, regulators, law firms, technology providers, asset managers, insurers, and marketing and media partners to advance objectives. The firm also serves larger enterprises that support the independent advisor marketplace by providing access to its executive leadership for management consulting and strategic partnerships.

Find Fusion Financial Partners employees' phone numbers or email addresses

Fusion Financial Partners Global Highlights

Location
Employees

North America
9

Minus sign iconPlus sign icon
  • United States Of America
    9

Fusion Financial Partners's Leadership

  • Stylized image of a person
    J. G.
    Managing Partner
    Mobile Phone
  • Stylized image of a person
    J. G. R.
    Managing Director
    Mobile Phone
  • Stylized image of a person
    D. L. C.
    Independent Contractor/Relationship Manager
    Mobile Phone

Fusion Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other
  • Business

Contact profiles from Fusion Financial Partners

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. G.
    Managing Partner
    Mobile Phone
    Oct 18, 2024
  • Stylized image of a person
    J. G. R.
    Managing Director
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. L. C.
    Independent Contractor/Relationship Manager
    Mobile Phone
    Jul 16, 2025

Frequently Asked Questions

What is Fusion Financial Partners known for?

Minus sign iconPlus sign iconFusion Financial Partners was founded in 2017 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-760-867-****
. Explore Fusion Financial Partners's company overview page for more information.

What is Fusion Financial Partners's most common email format?

Minus sign iconPlus sign iconFusion Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fusion Financial Partners email formats with LeadIQ.

How many employees does Fusion Financial Partners have currently?

Minus sign iconPlus sign iconFusion Financial Partners has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Fusion Financial Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Fusion Financial Partners's key employees include:

  • Managing Partner: J. G.
  • Managing Director: J. G. R.
  • Independent Contractor/Relationship Manager: D. L. C.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.