Book a demo
Products & ServicesEvent: August 31, 2026

Cetera Financial Group emphasizes its technology approach built around open architecture with integrated tools and flexibility for advisors to run their business.

Published

Signal category

Products & Services

Quote

Our technology approach is built around open architecture — integrated tools where they make sense, paired with the flexibility and choice advisors need to run their business their way.

LeAnn Rummel|Cetera Financial Group team

Company

Industry
Financial Services
Location
San Diego, US
Company size
2,806 employees

We’re enablers. Mentors. Dream builders. Our purpose is to turn financial aspirations into reality. Within our community lies a vibrant wellspring of growth and opportunity for financial professionals, financial institutions, and individual investors alike. As a premier financial services firm, we don’t just deliver financial technology, bespoke guidance, research and market intelligence, and collaborative client-service platforms. We build environments where ideas thrive, connections flourish, and ambitions become remarkable achievements. Driven to deliver unwavering support and innovative solutions to help people live their purpose, we empower each other and the communities around us to bring a stronger tomorrow to life. ___________________________ Cetera Financial Group (CFG) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera’s principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. (APP) and The Retirement Planning Group, LLC (“TRPG”), are both SEC registered investment advisers within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). Cetera Planning Partners (“CPP”) operates as a doing business as name of TRPG. TRPG and APP currently operate independently. All of the referenced entities are under common ownership.

Customize signals for your business.

Know everything happening across the B2B world, and act on the company movements that matter to you.

© 2026 SeedOpsCompany intelligence.

SeedOps.

Cetera Financial Group emphasizes its technology approach built around open architecture with integrated tools and flexibility for advisors to run their business. | SeedOps