Tactive Advisors is leading the integration of AI into the advisory ecosystem so financial advisors stay essential, scalable, and competitive as technology accelerates. We have been recognized as a WealthTech Top 100 company multiple times, awarded Best New Robo Advisory Platform by the Wealth Management Industry Awards, and named to America’s Best TAMPs for multiple years. Tactive goes beyond portfolio construction. We combine investment solutions with an AI powered advisor platform that supports the full client lifecycle, from prospecting and marketing to onboarding, service, planning insights, and ongoing engagement. The result is a smarter operating system for growth, designed to help advisors deliver a higher quality experience at scale. Third party posts and comments on this page do not reflect the views of Tactive Advisors, LLC, and have not been reviewed for accuracy or completeness. Comments are not selected, edited, or ordered by Tactive. Tactive is a Registered Investment Adviser. This content is for informational purposes only and is not a solicitation to buy or sell any security or to provide advisory services. Advisory services are offered only to clients or prospective clients where Tactive and its representatives are properly registered or exempt. Past performance is not indicative of future results. Investing involves risk, including possible loss of principal. No advisory services will be provided without a written agreement.
| Website | https://www.tactivewealth.com |
| Employees | 19 (11 on RocketReach) |
| Founded | 2021 |
| Address | 1900 Main St 750, Sarasota, Florida 34236, US |
| Industry | Financial Services |
| Keywords | Financial Advisory, Wealth Management, Fintech Platform, Financial Services, Wealthtech, Financial Planning, Financial Technology, Innovative Solutions, Investment Solutions, Digital Advice, Investment Strategies, Financial Tools, Portfolio Management, Asset Management, Online Investing, Retirement Planning, Robo Advisor, Wealth Building, Automated Investing, Estate Planning |
| Competitors | Fidelity Investments, Schwab Advisor Services, Vanguard, Merrill Edge, BlackRock, Robinhood, Betterment, Wealthfront, Acorns, Personal Capital +32 more (view full list) |
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Joseph Gissy is the Founder and CEO Tactive of Tactive.
11 people are employed at Tactive.
Tactive is based in Sarasota, Florida.