Technology Driven Website Attracting Buyers and Sellers of Financial Portfolios

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A new website allows financial advisers and managers to buy and sell their books of business free of charge.

The ratio is nearly 500 to 1 for buyers to sellers. This allows for the sellers of their book of business to negotiate a better deal for themselves.

Newcomer to the Assets Under Management marketplace, AUM Exchange is driving heavy interest from Sellers of practices in the Financial Advisor segment.

The company’s focus is on making the process and the marketplace confidential and more open to the sellers, as the ratio of buyers to sellers is heavily weighed in favor of the sellers. Buyers and Merger partners are the majority in the current marketplace.

“The ratio is nearly 500 to 1 for buyers to sellers,” said Michael Hayon, Vice President of Operations for AUM Exchange. “This allows for the sellers of their book of business to negotiate a better deal for themselves. As with any industry, supply and demand drives prices in favor of whoever holds the chips. The confidentiality involved in the transactions are vital to the sellers, as these sensitive transactions must be handled accordingly to not alarm existing clients and/or potential clients.”

Because the growing number of Financial Advisors entering the field greatly outnumbers the Advisors leaving, demand is extremely high. is using their platform to allow for the sellers to not incur any costs or fees to facilitate the transaction, maximizing their income potential. There is also no charge to anyone if the transaction does not close- a no close, no charge policy. will not charge sign up, monthly or annual fees. Buyers will only pay at the close of a transaction, and Sellers will never be charged. Accessibility is the goal of AUM Exchange, allowing for a true open market. Allowing sellers and potential buyers to communicate to find the right fit is also an important step in the process.

“The Buyers are eager to gain access to as many portfolios for sale as possible to help increase their business. Finding the right fit when selling your book of business can be quite complicated. However, purchasing existing books speeds up the process exponentially,” said Hayon.

For more information on how to buy, sell, merge, succeed, continue or join an existing practice, visit or call (855) 640-3200.

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Michael Hayon
AUM Exchange
+1 (855) 640-3200
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