Binah Capital BCG

Binah Capital Group, Inc. is a leading platform provider for retail wealth management businesses that owns and operates ten entities including four broker-dealers, three registered investment advisors, and three insurance entities with over 1,600 registered individuals working within the financial services industries.

The company generates revenue through brokerage commissions, asset management fees, and insurance services provided to financial advisors and their clients across hybrid, independent, and W2 business models offering commission-based products, fee-based asset management, and financial planning solutions.

The company operates through the following segments: Purshe Kaplan Sterling Entities, Cabot Lodge Entities, World Equity Group, and Wentworth Financial Partners.

• Purshe Kaplan Sterling Entities provide hybrid business model services enabling advisors to offer commission-based products alongside fee-based asset management through affiliated registered investment advisors with over 1,300 registered individuals and branch offices nationwide.

• Cabot Lodge Entities operate under an independent business model allowing affiliated broker-dealers to offer commission-based products and fee-based asset management services through corporate RIAs with more than 100 registered advisors and offices throughout the United States.

• World Equity Group functions as a broker-dealer and investment advisor registered with the SEC and member of FINRA and SIPC maintaining offices in Schaumburg, Illinois and branch offices nationwide supporting independent advisor affiliation.

• Wentworth Financial Partners operates as an insurance entity providing financial services to clients under the dba Binah Financial Partners delivering insurance solutions within the wealth management platform.

The company positions itself as a natural destination for financial advisors and assets in motion by offering a hybrid broker-dealer platform with top clearing and custodial relationships strategic partnerships and access to public capital for growth competing through service quality product offerings and expertise in advisor recruitment and operational efficiencies.

The company serves financial advisors and their clients including individual investors seeking wealth management services retirement planning investment products and insurance solutions across the United States through its network of affiliated advisors and branch offices.