Focus on the parts of your business that you love and We will take care of the rest

Your time is better spent on assisting your clients, evaluating potential investments, and building relationships. Let iownit take care of your record-keeping, compliance, and reporting so you can focus on what your clients are expecting of you

Utilize a Variety of Services and Solutions

Investment
Platform

iownit’s technology is designed to help you execute routine tasks simply and quickly, leaving more time and energy for building your relationships and your business.
All transactions on iownit generate immutable transaction records that are organized and stored allowing you to decrease your dependence on endless spreadsheets.

COMPLIANCE
services

Compliance is a critical part of managing your practice. We provide our registered representatives the knowledge, support and peace of mind, so they can focus on providing their clients value, and potential investments.
Our compliance, support, and marketing teams all work together to help you succeed.

Leverage Our
Network

When you join iownit, you join a network of peers. Your fellow registered representatives on the platform are encouraged to collaborate across deals. The team utilizing iownit are forward-thinking and approach investing from an innovative perspective.
Join iownit and your network can grow and thrive.

Why join iownit?

We believe that collaboration is key to our shared success. That is why we create strategic partnerships that align with our shared goals. Consider iownit if you are a financial services professional trying to find the best path forward to accelerate growth.

The Next Evolution

You have aspirations; we have solutions. Take your business to the next level with a resourceful partner that will help you realize your full potential.  You can focus on your clients, and we will take care of your compliance and back-office requirements.

Your partner

We are aware of the challenges broker-dealers are facing and how these may affect your business. Our approach as an investment platform is to allow you to focus on your core business, while our platform takes care of the time consuming operational tasks you hate. The goal is to give you the knowledge and confidence to navigate a changing industry with our team’s 100+ years of combined experience in financial services.

Take Your Business To The Next Level

We believe you can build a rewarding career partnering with iownit and encourage you to contact us and explore your possibilities.