Root Financial Partners

$2.15BAssets under management
as of Aug 2026 · SEC Form ADV
Austin, TX
Visit websiteLinkedIn
64 people on Advicer connected to this.

Tech stack

The tools 1 person at Root Financial Partners use or have reviewed on Advicer, by category (64 people on Advicer work there). Work here? Add the tools you use. Compare with other firms.

Client File Sharing
Communications Archiving/Monitoring
Estate Planning
Project Management
No longer using