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UX Wealth Partners: America's Best TAMPs of 2024

by UX Wealth on September 26, 2024

Denver, CO – September 25, 2024 – UX Wealth Partners is excited to announce that it has been recognized as one of America's Best TAMPs by Wealth Advisor for 2024.

Kyle Wiggs, CEO & Co-Founder of UX Wealth Partners said that "We are excited to be part of this award for the second year in a row... We’re pouring resources into creating the world’s best investment marketplace. UX is the only TAMP offering the world’s leading technology and AI-driven investment solutions. We support advisor managed portfolios, offer an award-nominated SMA lineup, and the industry’s first automated AI-driven UMA lineup."

UX Wealth is modernizing today’s RIA by delivering a scalable and flexible digital wealth management platform that is redefining all aspects of an RIA and empowering advisors to focus on exceeding client expectations. 

Low Risk Offer
 
No client signatures. No repapering. No AUM commitments. A simple yes gains advisors a front row seat to industry-changing technology that is redefining how advisors invest for their clients and dominate their competition.
 
Access
 
The UX platform is designed to provide advisors with personal access to investment managers and key decision makers within major WealthTech firms. This level of access allows for a truly custom approach.
 
Technology and IT Guidance
 
Technology choices for today’s advisors can be overwhelming, but it doesn’t have to be. UX Wealth has curated industry experts that advise clients on everything from IT setup to creating the most unified technology stack, so advisors can focus on what they’re great at.
 
Supercharged Growth
 
All great businesses have a competitive advantage. UX Wealth provides advisors with two. First, their exclusive model marketplace will redefine how you speak with clients and improve their outcomes over time. Second, they offer market exclusivity to their partners. If you want a competitive edge over your competition, partner with UX Wealth and be the only advisor in your market with access to their investment lineup and platform.
 

Scott martin, Editor-In-Chief of America's Best TAMPs said that "each and every year, this guide profiles the most dynamic TAMPs on the market—the best platforms available, representing the majority of all assets advisors use via automated portfolio management techniques. For our purposes, these are the only TAMPs that matter." 

You can read the full release here.

 

 

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UX Wealth Partners LLC (“UX Wealth”) is an investment adviser registered with the Securities and Exchange Commission (SEC). The information found this website is for general information purpose only and should not be considered a solicitation to engage in any particular securities transaction or an offering of personalized investment advice over the internet. Any subsequent, direct communication by UX Wealth to a prospective client will be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. No warranty or representation, whether express or implied, is being made regarding the completeness, reliability or accuracy of the information or data is provided herein