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CBIS

Unlock the Future of Innovation

Harness tomorrow's technologies today. CBIS is a revolutionary platform designed to redefine how you engage with high-growth investments — backed by 40+ years of proven expertise, delivering precision research, insightful analytics, and expert guidance tailored to your goals.

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Member FINRA / SIPC
4.9/5 from 14K+ Reviews
40+ Years of Excellence
·Independence
·Technology
·Innovation
·Growth
·Integrity
·Excellence
·Research
·Commitment
·Flexibility
·Kindness
·Independence
·Technology
·Innovation
·Growth
·Integrity
·Excellence
·Research
·Commitment
·Flexibility
·Kindness
·Independence
·Technology
·Innovation
·Growth
·Integrity
·Excellence
·Research
·Commitment
·Flexibility
·Kindness
40+ Years of Expertise
5K+ Industry Collaborations
1K+ Satisfied Investors
4.9 Client Rating
CBIS Team
40+ Years of Excellence
About CBIS

Empowering independent financial professionals since the 1980s

CBIS, Inc. is an internally controlled financial solutions firm dedicated to serving independent financial advisors and their clients. We deliver flexible solutions in advice, growth, technology, and independence.

We are innovators, problem solvers, and game changers. Guided by our core values, we've built one of the most trusted names in independent financial services.

Integrity Commitment Flexibility Kindness
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Key Investment Fields

Leading innovation across
critical investment verticals

Each field is backed by expert teams and cutting-edge technology — designed to deliver meaningful returns in an ever-evolving market.

Artificial Intelligence
Investment Field

Artificial Intelligence

Leveraging AI to drive smarter decisions and predictive market insights.
Real Estate
Investment Field

Real Estate

Strategic opportunities backed by deep analysis — 15–25% annual yield.
Aviation
Investment Field

Aviation

High-growth pathways in one of the world's most dynamic sectors.
Stocks
Investment Field

Stocks

Precision-driven equities research and portfolio strategies for long-term growth.
What's Your Journey

Independence tailored
to your unique path

Whether you're seeking greater freedom or a scalable enterprise structure, CBIS has a journey built specifically for you.

01

Independent Advisor

Build your practice on your own terms — full support in technology, compliance, and client service, with zero sales quotas or proprietary product mandates.

 02

Independent RIA

Maintain your RIA while gaining access to a wide range of advisory platforms, in-house consulting, coaching programs, and succession planning resources.

 03

Broker Dealer

Reduce operating costs and risk while maintaining autonomy. Focus on the present and plan for the future with a stable partner by your side.

 04

OSJ — Office of Supervisory Jurisdiction

You're independent. We're flexible. Customizable pricing, unparalleled compliance support, and recruiting tools for growth-oriented enterprises.

 05

Financial Institutions

End-to-end solutions for banks, credit unions, and institutions. Build your program your way with program design, contract negotiations, and on-site consulting.
Why CBIS
4.9 Client Rating
Why Choose CBIS

Powered by technology,
driven by investment insights

With advanced analytics and real-time market data, we stay at the forefront of financial progress. Our solutions are as innovative as they are accurate — designed to keep you ahead.

Proven Track Record

40+ years empowering independent financial professionals with the tools to build thriving, lasting practices.

Collaborative Approach

We work closely with each advisor to understand their unique goals, challenges, and vision for growth.

Technology-Forward

Cutting-edge platforms built for independence — streamlining operations and enhancing the client experience.

Regulated & Trusted

Fully FINRA/SIPC compliant — giving you and your clients the confidence of a secure, regulated partnership.

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Our Solutions

Everything you need to build,
grow, and scale

CBIS delivers a complete suite of solutions designed exclusively for independent financial professionals.

Innovative Technology

Next-generation platforms and tools built exclusively for independent financial professionals looking to scale.

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Investment Products

A broad range of investment products designed to meet the diverse needs of your clients and your practice.

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Practice Management

Operational support and strategic guidance to run a more efficient and profitable advisory practice.

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Marketing Services

Brand-building and client acquisition resources that help you stand out and grow your business.

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Take your practice to
the next level with CBIS

Join thousands of independent financial professionals who trust CBIS to deliver the technology, support, and freedom they need to succeed. Member FINRA / SIPC.

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