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Carte Financial
Carte Financial

About Us

Built by Advisors for Advisors

Carte first opened its doors in 2007 with one guiding vision: to support independent insurance and investment advisors by making it easier for them to grow their business. Founded by Kirk Purai, Carte was built to become a “true brokerage”, offering products independently based on financial planning. Kirk saw an industry where there really wasn't a space for true independent firms. A lot of them were owned by banks or by a parent company and all had their own products.

Carte believes that if you're practicing financial planning, and you start focusing on the product first, then you can't really do planning, because the planning becomes the product. Carte provides best-in-class tools, technology, marketing, and compliance to reduce the administrative burden and provide a better advisor and client experience.

How we approach our business

We offer unmatched support to financial advisors by providing them with best-in-class tools, technology, marketing, and compliance; empowering them with the edge to provide the best service to their clients, reducing their administrative workload, and helping them grow & scale their business.

We also empower advisors with access to a wide choice of financial products including various investment products from numerous carriers, giving them the ability to offer the best solutions to meet their clients’ needs.

We have an unwavering commitment to setting the industry standards in supporting independent advisors and delivering the ultimate advisor experience of true independence, choice, technology, and scale backed by the strength and the stability of an industry leader.

Carte is truly the home of independent advisors where they can thrive and take their business to the next level.

Get in touch if you want to be part of a winning team!

Let's Connect!