SHIFTING THE FINANCIAL SERVICES LANDSCAPE

ABOUT US

Magis Capital Partners started in 2018 with a mission to launch and grow new businesses in the Financial Advisor Technology sector. Based in the greater Philadelphia area, our firm actively seeks to solve some of the industry’s biggest needs and maximize returns for our investors. We partner with some of the biggest names in the industry to provide groundbreaking solutions.

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OUR VENTURES

FIDUCIARY EXCHANGE

Connecting advisors to insurance carriers via their existing wealth platform, FIDx creates new opportunities for insurance carriers, platforms, investment firms, and advisors by integrating protection and income solutions with managed portfolios.

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ADVISOR CREDIT EXCHANGE

The Advisor Credit Exchange brings together lenders and wealth managers empowering investment firms and advisors to deliver financing solutions to help build and maintain their clients’ net worth and meet their financial goals.

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SALLUS RETIREMENT

Sallus Retirement is a fully digital, independent pooled plan provider on a mission to make workplace retirement plans easy, affordable and accessible to all American businesses.

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TRUCENDENT

Trucendent is a first of its’ kind technology and process-driven platform that simplifies estate planning and trust creation for advisors, their clients, attorneys, and trust administrators.

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HEALTHPILOT

Healthpilot takes the stress out of choosing a Medicare plan by matching you with one that fits your exact needs. Our secure platform analyzes every possible option to provide you with personalized recommendations in seconds.

Contact

CONTACT US

1000 Chesterbrook Boulevard, Suite 135
Berwyn, PA 19312

hr@magiscap.com