Partners

CB3 Financial partners with the three of the leading firms in the industry: Interactive Brokers for clearing,  eMoney Advisor for wealth management analysis, and Riskalyze for risk management and investment policy statement generation & tracking.
 

Our partnership with Interactive Brokers ensures a safe, reliable and secure experience when investing. Our partnership with e-Money allows our clients to access, view, and review all of their assets in one place – at one time. Riskalyze allows our clients to monitor their own sensitivity to changing risks in the world economy and markets and then communicate their portfolio concerns to us in an automated platform.