Investment Adviser Partners


The GROUPIRA® Program helps investment professionals to service clients better and grow their investment advisory practices.

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Why Partner With Us


GROUPIRA is a financial technology (FinTech) company, which enables individual investors and their investment advisers to invest better for whatever comes next in life. Our core capabilities enable investment advisers to better manage client accounts and grow their advisory practices faster.

Leading Technology

Our state of the art program and technology features co-branding capabilities with advisory firms, paperless account origination through an adviser's website, automated billing/payments, aggregated client account management, and global model portfolio management.

We Help You Grow

Unlike other FinTech companies, GROUPIRA does not compete with its investment advisory partners. Instead, we focus on delivering the best program for individual investors and their investment advisers to invest better for whatever comes next in life.

Open Architecture

GROUPIRA will not force you into a specific investment product or fund family. Investment advisers are free to design an investment menu of mutual funds, exchange traded funds, or individual securities. Any of these can options can be part of custom model portfolios for your clients.