Infinex Investments is a leading independent broker-dealer that has been providing securities and investment advisory services for over two decades. The company is owned by Infinex Financial Holdings, Inc., and focuses on providing the investment, insurance, and wealth management needs of financial institutions. Infinex Investments' 750 financial advisers at bank and credit union programs manage over $30 billion in client assets.
In October 2022, Merchant investment Management acquired a minority interest in Infinex Investments. Merchant investment Management is a financial services operating firm that specializes in providing strategic and financial advice to middle market companies. The acquisition will help Infinex Investments expand its operations and customer base. It also provides Merchant investment Management with access to Infinex's extensive network of financial advisers and clients.
The acquisition of a minority interest in Infinex Investments is part of Merchant investment Management's broader strategy of diversifying its portfolio and expanding its presence in the financial services market. The firm is committed to providing its clients with access to a wide range of services, including financial planning, asset management, and insurance.