product and solution Partners
Kingswood U.S. is a SEC-registered corporate RIA and a full service FINRA-licensed B/D with the service resources to support your growing business.
Multi-custody & Multi-clearing Flexibility
Kingswood offers multiple clearing and custodial relationships.
mutual funds, Insurance and Independent Marketing organizations
We have an extensive approved list of the most popular insurance and mutual fund firms in the industry, but our probusiness mentality doesn't stop there because if one of your vendors is missing from the list, our team will obtain a service/selling agreement in order for you to continue doing business.
Mutual funds
Insurance providers
independent marketing organizations
Alternative investments
Kingswood U.S. and its affiliates have innovative technologies and established selling agreements in place with the top providers allowing you to truly diversify your portfolio. We partner with Altigo to deliver a dedicated alternative investment platform, and with AI Insight to provide advisors with research, education, training and other tools to help them communicate about these complicated investments with their clients.
