NEW YORK–(BUSINESS WIRE)–CION Investment Group (CION), a leading alternative investment solutions platform, has acquired a full stake in financial advisor marketing, practice management and content platform, Seven Group .
This acquisition expands the value-added services available to financial advisors who work with CION and builds on its successful and growing retail distribution platform.
Seven Group, which has helped hundreds of advisors grow and market their practices since its launch in 2020, will be rebranded as Advisor I/O. The current management and team will continue to help advisors grow their practices through content, coaching and technology.
Alex Cavalieri, co-founder of Seven Group, said, “With this move, CION will further deepen its relationships with advisors and be able to serve them even more effectively in two key areas of their business: portfolios customers and customer relationships. It also allows us to expand our core offering while leveraging CION’s deep wealth management experience and relationships.
Mark Gatto, Co-CEO of CION, commented: “As we continue to expand how we serve the advisor community in the most robust way possible, with this integration we can bring more value to financial advisors while enabling them to have more effective services and evolving conversations with prospects and customers.
About CION Investments
CION Investments is a leading alternative investment solutions platform designed to redefine how individual investors can build their portfolios and help them achieve their long-term investment goals. CION Investments currently sponsors CION Investment Corporation (NYSE: CION), a leading publicly traded business development company that currently manages approximately $1.9 billion in assets, and sponsors, through CION Ares Management, the CION Ares Diversified Credit Fund, a globally diversified range fund that currently manages approximately $3.4 billion in assets. CION Investments has also partnered with Man Group to create unique, scalable and accessible investment solutions, which began with Man Global Private Markets (Man GPM), the private markets business of Man Group.
For more information, please visit www.cioninvestments.com.
About Advisor I/O
Advisor I/O helps financial advisors clarify their marketing and succeed in a digital world. With on-demand coaching, engaging content, and scalable tools, the platform and process helps advisors drive growth, reduce costs over time, and increase AUM.
Advisors have access to our digital platform, which offers ready-to-use content, email campaigns, marketing training, presentations, e-books, video scripts, and more.
For more information: www.advisorio.co