Advitalize.ai is a Turnkey Asset Management Platform (TAMP) like no other. It is an RIA's profit engine solely focused on RIAs with <$250M in AUM. Advitalize's business solution provides: 1) RIA Revenue Growth: A full marketing system built in the advisor's voice and style. 2) Investment tech platform: Personalized client portfolios with high efficiency using stocks/bonds/ETFs/MFs/FIAs/RILAs and all optimized to a client's objective. 3) Lower Costs: The marketing system has no out-of-pocket costs and Advitalize covers the advisory firm's operations staffing costs. 4) Wealth Creation: With higher profits, the advisory firm has a higher valuation and, equally important, Advitalize grants its own equity to its client-RIAs at no cost.
| Website | http://www.advitalize.ai |
| Employees | 1 (1 on RocketReach) |
| Founded | 2023 |
| Industry | Investment Management |
| Keywords | Asset Management Platform, Ria Technology, Investment Management Software, Revenue Growth Platform, Investment Platform, Financial Technology, Wealth Management Technology, Marketing Automation For Advisors, Advisor Technology, Wealthtech, Financial Advisor Marketing, Practice Management Software, Digital Marketing For Advisors, Advisor Crm |
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Kirk Loury is the CEO of Advitalize.
1 people are employed at Advitalize.
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Kirk Loury
CEO at Advitalize
Princeton, NJ, US44
