One-liner: “Advitalize.ai provides a comprehensive platform for emerging RIAs, offering personalized portfolio management and marketing solutions to enhance AUM growth.”
Company slogan: An RIA’s Profit Engine
Positioning: “Advitalize positions itself as a comprehensive solution for emerging Registered Investment Advisors (RIAs) by providing a ‘Done-for-You’ system that integrates marketing and operational support, allowing these firms to grow their assets under management (AUM) efficiently.”
Description: “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.”
Employees: 1
Website: Visit websiteHeadquarters: –
Ownership: Privately Held
Founded: 2023
Company type: AI company
Use cases: “investment portfolio management, marketing in financial services, operational efficiency in RIAs”
Pricing: “Tiered pricing based on AUM, No out-of-pocket costs for clients”
Client sector: Registered Investment Advisors (RIAs)
Business model: Subscription-based with performance incentives
Products: “Turnkey Asset Management Platform (TAMP), Personalized Portfolio Management, Marketing System for RIAs”
Is API available: no
Website title: Advitalize.ai – An RIA’s Profit Engine
Website description: none
Linkedin: https://www.linkedin.com/company/advitalize?trk=ppro_cprof
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