Hybrid Advice is a consolidation and growth platform for independent financial advisers, combining local independence with the scale and resources of a national business. Its model supports hub firms with acquisitions, due diligence, integration, compliance, regulatory reporting, accounting, treasury management, and shared operational infrastructure. This allows advisers to focus on clients while benefiting from centralised expertise and efficiencies.
Umbra Capital Partners is pleased to announce its backing of Hybrid Advice. Alongside providing and arranging funding, Umbra will deliver strategic support to the Hybrid team and its IFA partners, advising on acquisitions, integration, compliance, and operational execution. The investment reflects Umbra’s conviction in Hybrid’s differentiated approach to IFA consolidation and its potential to lead sustainable growth across the sector. By combining capital with strategic expertise, Umbra aims to accelerate Hybrid’s expansion while preserving the entrepreneurial culture and client focus of its partner firms.
For more information about hybrid advice, please visit www.hybridadvice.com