Rothschild Financial Partners is a wealth management firm built on 118 years of institutional gravity, evolved with the operating company inside it. Not a platform. Not a rollup. Not a wirehouse. Your relationships. Your team. Your equity.
Most firms make the advisor choose. Take the check, vest into the earnout, become an employee on the grid. Or stay independent and solve operations one vendor contract at a time. Rothschild Financial Partners was built differently: a century-old institution standing behind, the operating company running inside, and equity that flows to the people doing the work.
Participate in the margin expansion that modern operations create. Your equity grows as the firm scales. Multiple arbitrage working in your favor, inside a firm owned only by advisors, founders, and clients. The economics are structured around the builder.
Rothschild runs the firm. Singularity runs the technology the firm runs on. Not a platform. Not a vendor. We build and operate the technological, organizational, and capital structures that let serious wealth firms run at the edge of where wealth management is going.
Founders of RetireUp, Finance Logix, and Invent. Senior leadership at InvestCloud, Envestnet, Red Hat, and Microsoft.
The moat isn’t today’s tech. It’s the team and the structure built to ride every wave the industry is about to face.
Wealth management is being rebuilt from the inside. The firms that win the next decade will have two things most don’t: a century of institutional weight behind them, and the operating company running inside. We were built with both.
Heritage beneath. Velocity ahead.
Three principles each name something the rest of the market can’t credibly offer. Together they describe the firm advisors keep telling us they wish existed.
Singularity is led by founders of RetireUp, Finance Logix, and Invent, with senior leadership experience at InvestCloud, Envestnet, Red Hat, and Microsoft.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
For a select group of independent advisors and RIAs who want institutional gravity behind them, an operating company around them, and real equity in their hands.
Selectively onboarding now.
