The wealth management industry is facing a $10+ trillion succession crisis. Over 40% of financial advisors are approaching retirement, yet there is no standardized way to evaluate what a practice is worth, how likely clients are to stay, or whether an acquiring firm is the right fit. Firms make multi-million dollar decisions based on incomplete data, gut instinct, and outdated spreadsheets.

Movmint brings intelligence to advisory practice continuity. Our platform is built around the Continuity Index, a proprietary scoring algorithm that analyzes over two dozen practice variables to produce a single transfer readiness score. From there, the platform delivers statistically grounded practice valuations, client retention risk analytics, culture fit assessments across 10 dimensions, acquisition modeling with 5-year ROI projections, and peer benchmarking powered by an adaptive intelligence engine that improves with every assessment.

Movmint serves recruiting firms, RIA aggregators, broker-dealers, and independent advisors who are navigating succession, acquisition, or practice transition. We replace guesswork with a systematic, transparent, and measurable process, so the most consequential decision in an advisor's career is backed by the rigor it deserves.

The Intelligence Behind Every Practice Transition.

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