Independent Advisor Support ProEquities supports over 750 independent financial advisors across the nation, indicating a significant market opportunity to offer tailored technology solutions or services that enhance advisor productivity and client engagement.

Established Industry Presence As a member of FINRA and SIPC, ProEquities adheres to robust regulatory standards, making it a trusted partner for financial services providers seeking compliance-focused technology integrations and security solutions.

Growing Revenue Base With an annual revenue ranging between 50 and 100 million dollars, ProEquities presents a stable and sizable customer profile, ideal for targeted financial products, asset management tools, or back-office service offerings.

Parent Company Synergies Being a wholly owned subsidiary of Protective Life Insurance Company offers potential cross-selling opportunities for insurance products, risk management solutions, or strategic partnerships to expand financial service offerings.

Industry Competition Competing with firms like Ameriprise and LPL Financial, ProEquities is positioned in a fragmented yet competitive market, creating opportunities for value propositions around cost-efficiency, innovative technology, and personalized advisor services.