Ategenos Capital, an employee-owned firm focused on partnering with financial institutions to provide investment advisory solutions and personalized advisor services, has announced the launch of its own TAMP.
The open-architecture platform is designed to offer a comprehensive suite of wealth management tools for registered investment advisors, family offices, and financial institutions, Ategenos said in a statement.
“By leveraging our experienced team and partnerships with industry-leading investment and technology providers, we are excited to deliver a flexible platform that can solve for multiple use cases,” said Brendan McConnell, chief operating officer of Ategenos Capital.
“We are committed to helping advisors create operating leverage and efficiency, giving them the ability to focus on higher value client activities and growing their business,” he said
The Ategenos Wealth Platform aims to support advisors in four core areas, namely technology, operational and support services, investment solutions, and integrated wealth management solutions.
It includes a multi-custody feature currently compatible with Fidelity and Schwab, with plans to include FNZ. The platform offers customizable investment features such as unified managed accounts and an advisor-as-portfolio manager capability, along with a vast selection of investment products, including separately managed accounts, mutual funds, and exchange-traded funds.
The platform is designed to be highly customizable, with the ability to be white-labeled for each advisor firm. Its features include streamlined proposal generation, onboarding tools, advisor and client portals, performance reporting, billing, trading, and data aggregation.
The Ategenos Wealth Platform can also integrate with third-party services, offering advisors access to tax management, alternative investments, cash and credit solutions, and data analytics.
The firm is unveiling its new TAMP roughly a year after it was founded by 12 former leaders at Brinker Capital.
At the time, the founders envisioned a three-pillar business model that includes an asset management solutions business, a wealth management service unit for foreign financial institutions, and OCIO services.
It took several months for Ategenos to get the SEC’s approval to run as an RIA, at which point it was able to offer its discretionary investment advisory solutions to the affluent and mass affluent markets.
“At our prior firm, many of us helped pioneer one of the original independent TAMP offerings in the industry,” said John Coyne, chair of Ategenos Capital. “It is exciting to see this wealth of industry knowledge combined with leading-edge technology being deployed to forge the next generation TAMP,” Coyne said.
Zocks has inked an exclusive partnership with mega-RIA Hightower, while Jump becomes the choice AI operating system for Equitable Advisors' field force.
The agency's proposal to rescind the contentious 2024 Biden-era mandate opens up a 60-day public comment period.
The Carmel, Indiana RIA grew nearly 150% in assets since severing ties with its first backer following a FINRA dispute.
Meanwhile, Raymond James' employee arm adds a defector from D.A. Davidson, and South Carolina-based RIA Ballast Rock Private Wealth recruits a new advisor.
A FINRA arbitration panel sided with a former wealth manager fired over a $642 deli platter and a disputed client event.
As $84 trillion prepares to change hands, advisors who treat estate planning as peripheral are quietly building a sieve, not a book.
In volatile markets, the advisors who win aren't the ones with the best calls - they're the ones whose clients stay the course.
