Succession and technology for independent wealth managers.
Independent wealth management is at its most defining inflection point.
Thrivo partners with independent wealth managers ready to take their firms into the next phase of growth.
40% of firms have no structured succession plan in place.
A generational shift is underway — among advisors and clients alike.
Digitalisation and consolidation are reshaping what growth looks like.
What happens to everything you’ve built?
Client relationships built over decades.
A team you shaped yourself.
A brand that stands for real trust.
Your independence.
Fully backed.
Continuity with momentum.
Not acquisition.
If you’re thinking about what comes next for your firm, let’s talk.
Non-binding.
Confidential.
On your timeline.
Thrivo is not a bank.
Not a fund. Not a private equity investor.
Our team does the heavy lifting, so advisors can focus on advising.
Thrivo is your partner for growth, succession, and technology.
We don’t buy firms.
We carry them forward, together.
Thrivo is a partner and a platform built to develop firms over the long term — and prepare them for what’s next. That shapes how we approach growth. How we handle transitions. How we work together over time.
What that means in practice
Your brand stays. Your client relationships stay. Your team stays.
We support you operationally where it matters most — technology, talent, growth, and regulation — so advisors can stay advisors.
We tailor succession processes to the situation and the people involved. No template.
Together, as one team, we grow your firm.
.svg)
Built by
entrepreneurs.
For entrepreneurs.
We’ve built companies ourselves.
We’ve led transitions.
And we understand what’s at stake.
Our founding team
We’re entrepreneurs — not a fund.
.jpg)
Christopher Kraft
Nearly a decade of experience in wealth management M&A and succession transactions. Before that, ten years as an investment banker at Perella Weinberg Partners, specialising in Financial Services.
He knows where these processes go wrong — and how to set them up right from day one.
.jpg)
Felix Lobkowicz
Founded and scaled five companies, including one through to IPO. For Felix, one question is always central: how can process and technology fundamentally improve the client experience?
At Thrivo, he makes sure the platform works for advisors and clients alike.
.jpg)
Finn Weise
Finn spent over a decade financing and supporting Europe’s leading Fintech founders.
He understands how capital, regulation, and technology reshape markets — and how to build firms that stay competitive in a digital future.
Independent.
But not alone.
We’d be glad to walk you through what a partnership with Thrivo could look like — in a direct conversation.
Email:
info@thrivowealth.com