Acrylic Financial Email Format
Financial ServicesArizona, United States2-10 Employees
Acrylic Financial is a financial services firm based in Fountain Hills, Arizona, that serves registered investment advisory practices. It has built a custom technology stack in partnership with TD Ameritrade to streamline account opening and ongoing client service. The platform is described as all-inclusive and includes a proprietary, no-fee active money management offering designed to help advisors deliver enhanced service to their clients. The company operates with a compact team focused on modernizing advisor workflows within the RIA sector. In December 2024, Acrylic Financial was announced as a partner in a data-driven, real-time underwriting platform from InstaBrain, Inc., alongside Brokers Alliance, to advance the digital user experience. These developments position Acrylic Financial within the financial services landscape as a provider of technology-enabled solutions for independent advisory practices.