ADVISOR SOLUTIONS

 

 
 

Third Seven Advisors is a privately held, national investment advisory firm, built with a client first culture. We are conflict free, independent, and focused on providing all the wealth management services advisors and clients need. But that’s not what makes us different.

Our founders wanted to build a firm that was in the best interest of the client, working with people who have a passion to grow and be free of the conflicts that working at large institutions can bring.

Our advisors have access utilize multiple unique partnerships with both traditional and alternative asset managers and products in servicing clients while helping them achieve their financial objectives.  Based in New York City, with a national presence, we are an entrepreneurial firm that serves advisors and investors in helping them both grow and conserve their businesses as well as their wealth. 

Through our platform you have access to: 

  • An open market of investments that includes an exclusive relationship with a multi-billion-dollar institutional asset manager that’s not readily available to the public. 

  • Long standing alliances and technology available for estate planning, insurance, and legacy planning.

  • In concert with our sister company, Third Seven Capital, we offer private, direct investment opportunities.

  • Through the Growth Center, you  have access to Family Office services, behavioral finance tools, Endowment/foundation services, private banking services, brand building/PR and niche marketing development.

In a sea of gray, that's how we stand out as bright blue.  Welcome to Third Seven Advisors.

 

 
 
 

Third Seven Capital (TSC) is a privately owned, boutique investment bank and advisory firm which specializes in providing intellectual and equity capital to early-stage companies not yet ready to approach the institutional market.

Our core management team brings over 150 years of financial markets experience to our clients and investors across a myriad industries ranging from oil/gas, consumer discretionary, technology, healthcare and real estate.
Our aim is to bring a high quality experience to the boutique investment banking space while providing strategic and operational advice in addition to firm capital investments in our “portfolio companies.”

 

 
 
 

UDIS Capital Partners focuses on global capital introduction, alternative offshore banking solutions and select deal sourcing; a beneficial marriage of three distinct, yet complementary lines of business. Since its inception, the firm has been successfully connecting quality investors with first-class investment opportunities. Utilizing cross border and foreign exchange expertise enables UDIS to assist investors, investment managers and their assets (portfolio companies), in easily and efficiently moving capital overseas at low risk and at reasonable cost. Leveraging a vast network of partners and an affiliation with the Third Seven Group, UDIS has access to over 600 unique opportunities annually.