Company: BCG
Filing Date: 2025-03-31
Form Type: 10-K
Source: 0001410578-25-000604
Chunk: 21

Company: Binah Capital Group, Inc.
Filing Date: 2025-03-31
Form: 10-K
Item: Item 1B
Chunk 21
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’s name was changed to Binah Capital Corp. (“Binah”) and Wentworth began to operate under a dba Binah Management Services (“BMS”). The names Binah and BMS will be used throughout.

Business Overview

The Company is a leading consolidator of retail wealth management businesses that owns and operates ten entities, four of which are broker-dealers, three of which are registered investment advisors, and three of which are insurance entities, that have over 1900 registered individuals working within the financial services industries.

The Company focuses on three critical areas comprised of the hybrid, independent and W2 business models to allow affiliated advisors to choose the operating model that works best for them and run their practices on their own terms. The Company’s platform adds to its flexibility by providing a variety of custody and clearing firm options to accommodate the unique business needs of advisors.

The Company believes it will be a natural destination for financial advisors and assets in motion by strategically positioning itself as the hybrid broker-dealer of choice, with top clearing and custodial relationships and strategic partnerships. With a track record of building a platform capable of significant scale along with strategic initiatives to drive its growth via access to public capital, Binah’s features include:

●A national wealth management platform supporting more than 1,900 individuals working within the financial services industries

●Tech-enabled capabilities that allows for seamless integration and provides advisors with end-to-end services enhancing efficiency