Scott Bills considered himself a Merrill lifer. But as the firm changed and the desire to build a brand and better serve their clients grew stronger, he and his team decided to make the leap to independence, launching Nilsine Partners.
Collaborations with Salesforce, PureFacts and Pontera will add retirement planning, billing and client onboarding capabilities to the multicustodial platform announced this week at INSITE.
As part of the announcement, Nitrogen has rebuilt the data architecture underneath its platform, allowing insights to be delivered in milliseconds and show changes over time.
The deal may be the largest acquisition of a CPA firm by an RIA, and brings 600 new employees and $2.5 billion in client assets to Creative Planning. It will be the foundation for a business-focused service division within the firm.
