The RR Platform

This is not just another place to
hang your license.

Marco Polo is the platform that transforms what you can do with it.

25 Years Operating
40+ Countries
Before You Evaluate What We Offer

25 Year Clean Record.

That record is not incidental — it is the product of a compliance culture built and refined at the intersection of US securities law and global capital markets.

25 Years of Uninterrupted Operation
FINRA + SEC Registered Broker-Dealer

Your clients, your relationships, and your reputation are safe here.

When You Join

Your Revenue. Protected from Day One.

The anxiety of transition is real. We have engineered our process to eliminate it.

Trailing Commissions Protected

We handle review and assignment of deal documentation to ensure clean, efficient transfer of all existing fee streams.

Dedicated Transition Support

We coordinate directly with your prior BD and fund administrators to ensure continuity of all existing revenue arrangements.

Your Data is Yours

Your electronic records and activity history remain fully accessible. It is yours to take away. We back that belief with policy.

Zero Income Disruption

Joining Marco Polo adds capability to your practice. It does not create risk to your existing income. That is by design.

Compliance, Supervision, Deal Making

Secure compliance background.
Pro-business foreground.

Compliance is not the ceiling on your ambitions. It is the foundation that makes them achievable.

The Safe Harbor

Supervision, record-keeping, activity monitoring, and audit trails run automatically — in the background, continuously, without adding friction to your day.

Business Forward

We are operators, not administrators. Our team came from dealmaking, capital raising, and advisory — so we designed a platform that does compliance efficiently and never at the expense of execution.

AI-Enabled

Embedded AI accelerates onboarding, supervision, and deal review. It monitors activity in real time, flags exceptions automatically, and keeps your business safe and efficient.

Bridge — Your Branded Digital StoreFront

Your Marketplace. Your Brand. Your Business.

Marco Polo makes you the proprietor of your own digital StoreFront and marketplace — backed by media solutions, engagement analytics, and global distribution reach.

You Have Product.
Need Investors?

Use Bridge as your branded StoreFront. Upload deals, control who sees them, and reach institutional and qualified investors across the US and Europe. Our matching tools help you find the right buyers.

You Have Investors.
Need Product?

Access global deal flow from 40+ countries through Bridge — private deals and funds across equity, fixed income, money markets, and structured products. Offer your clients product they cannot source anywhere else.

You Have Both.
Multiply Your Reach.

Combine your existing practice with Marco Polo's infrastructure, distribution network, and media solutions. Collaborate on international deals. Turn your relationships into a scalable, trackable, branded business.

Leading Technology Stack for Independent RRs

Three Elements. One Integrated Ecosystem.

Not modules you buy separately. Your platform. All included, all connected, always live, always evolving.

Ronin

Your Supervision, Simplified

For your registration

  • AI-native monitoring & supervision
  • Automated compliance framework
  • Seamless integration into MPS ecosystem
  • Real-time exception flagging
Passport

Your Business Intelligence Engine

For your deals

  • Track activity, revenue & pipeline
  • Client penetration analytics
  • Investor search & data enrichment
  • Match-making tools — all included
Bridge

Your StoreFront & Marketplace

For your investor engagement

  • Your own branded StoreFront — free
  • Upload deals, control visibility
  • Track investor engagement in real time
  • US & European distribution reach
Global Reach

The Only RR Platform Spanning
Both Sides of the Atlantic

Access to 65%+ of global institutional capital — over US$100 trillion. Marco Polo is the only platform that combines domestic RR hosting, 15a-6 chaperoning, and regulated access to both US and European markets on the same integrated system.

International Product Access

Equities, fixed income, funds, structured products & private placements from developed and emerging markets worldwide.

Cross-border Deal Flow

Deals structured through our platform for US & European distribution become part of your accessible universe from day one.

Accessible Investor Network

Institutional relationships built through Passport across our global chaperoning client base become part of your broader ecosystem.

Coverage
United States Europe Canada (in development) United Kingdom (in development) Japan / Asia-Pacific (in planning) Latin America (in planning)
Built By Capital Markets Practitioners

We Have Sat Where You Sit.

Marco Polo isn't run by administrators, compliance lawyers, or tech entrepreneurs who read about markets in a textbook. It's run by people who've done the deals.

"We know what it takes to source a deal, build a book, navigate compliance, and close. We know the difference between a platform that looks good on paper and one that actually helps you execute."

Sovereign Wealth Funds, Public Pension, Asset Managers, Endowments, Foundations, Family Offices — equities, fixed income, funds, derivatives, private placements, M&A. No product class and no investor category we haven't worked with directly. That is the difference between a platform built by operators and one built by observers.

Demand More. Your business deserves it.

Bring your relationships, deals and ambition.

to Marco Polo.

We will amplify your business.

Start the Conversation

Tell us about your practice.

We will be in touch within one business day.

Your information is confidential and will not be shared with any third party.

Marco Polo Securities, Inc. · FINRA / SEC Registered Broker-Dealer · Member SIPC · © 2026