The organization was founded as a diverse resource for over 1.2 million registered representatives, associated persons, traders, bankers, back-office staff, and owners of broker-dealers and registered investment advisors. The Coalition provides courtesy consultations with industry experts as it relates to offering accessible support and connections to trusted professionals who genuinely listen and care. There services assist a wide range of financial professionals and firms - including registered reps, advisers, broker-dealers, and RIAs - across areas like compliance, FINRA exams, dealmaking, crypto, and more. They also support diverse and underserved communities, including women, minority, veteran, and LGBTQ+ owned firms, offering help with discrimination issues, marketing, and beyond.

As an integrated solutions partner which built and maintains their presense, we are tasked to ensure this group is able to consistently leverage their website to provide tangible services and support to professionals and businesses in the finacial broker / dealer sector.