Infinex Financial Group Email Format

Financial ServicesConnecticut, United States201-500 Employees

Founded in 1993, Infinex Financial Group operates as a broker-dealer largely owned by banks, with its headquarters in Meriden, Connecticut and additional offices in Napa, California and Virginia. The firm provides securities and advisory services, along with select insurance products, to financial institutions and the programs they run, supporting wealth, investment and insurance initiatives. Its service model emphasizes in-field, personalized relationship management and aims to improve workflow for program managers, advisors, and licensed-branch staff.

Infinex leans on a technology-enabled approach, delivering integrated support through its proprietary platform, Infinet, and through marketing, referral and growth tools intended to expand institutional relationships. The company positions itself within the financial services industry as a broker-dealer and partner to financial institutions that manage client programs. In recent years it has pursued partnerships with Totum Wealth and TIFIN Wealth to broaden collaboration with financial institutions.

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