Welcome to Investacorp. The Broker-Dealer for Entrepreneurs.

Cloud Based Technology

Investalink - our modern web platform can help you see new business opportunities and improve operational efficiency.

Learn More

Open Advisory Platforms

Your business is all about choice—and our advisory programs provide all the choice and flexibility you and your clients will need.

Explore our Programs

True Transitions Experts

Thorough preparation goes into every custom advisor transition ensuring zero bottlenecks and maximum control.

The Transition Process

Investalink - Your Office Anywhere

The future of financial management is here: Investalink. This remarkable cloud-based system offers the flexibility to open accounts, view aggregated client values, and look at trends and reports 24/7/365 – on a PC or Mac, laptop, tablet, iPad or even a Smart Phone - with an internet connection. All in a safe and secure manner.

See the Top Ten functions integrated into Investalink

Do You Have a Purpose?

What is your Purpose?

Having a PURPOSE that is authentic to your company is like discovering a powerful source of renewable energy, it is a catalyst that ignites people and profits. Learn more about why investacorp has been in business for over 35 years.

Prev Next

9 X-Factors

Anyone who runs a competitive business knows the value of having a unique value proposition, sometime called an X-Factor. It's what sets you apart in a highly competitive marketplace. Investacorp has nine noteworthy X-Factors that were created with you in mind. Join us, and significantly differentiate your practice in this me-too world of financial advice.





Your chance of an IRS audit may not be that high. It pays to know what may trigger one. #IRSaudit http://t.co/X3W9RU6jGPhttp://t.co/X3W9RU6jGP
Follow Us - @Investacorp 
					Follow Us - @Investacorp
How many credit cards do you have? #CreditTrouble http://t.co/50PyGJIv2lhttp://t.co/50PyGJIv2l
Follow Us - @Investacorp 
					Follow Us - @Investacorp
When was the last time you paid yourself first? #PersonalSavings http://t.co/5VqwLNm4gQhttp://t.co/5VqwLNm4gQ
Follow Us - @Investacorp 
					Follow Us - @Investacorp
You are unique. Your goals and needs should be the basis of any financial strategy you follow. #WholeLifeInsurance http://t.co/IAzjw1vAeDhttp://t.co/IAzjw1vAeD
Follow Us - @Investacorp 
					Follow Us - @Investacorp
The savings rate is the government’s estimate of how much U.S. households are saving. #PersonalSavings http://t.co/EstriVv6Fyhttp://t.co/EstriVv6Fy
Follow Us - @Investacorp 
					Follow Us - @Investacorp

Upcoming Events

Please join us for our Assistant University 2015Assistant University 2015, July 27 - 28 in Miami, Florida at the Marriott Biscayne Bay.

Stock Markets

1 DOW 17,730.11
-27.80 (-0.16%)    
2 S&P 2,076.78
-0.64 (-0.03%)    
3 NASDAQ 5,009.21
0.00 (0.00%)    

Get in Touch

4400 Biscayne Blvd
11th Floor
Miami, FL 33137



Connect with Us

Sign up for our Newsletter: