JP Morgan Asset Management

Dynasty Financial Partners, established in 2010 and headquartered in Saint Petersburg, Florida, focuses on providing wealth management and technology platforms specifically for independent financial advisory firms. The company offers a range of services that encompass community support, technology solutions, investment strategies, capital sourcing, mergers and acquisitions, joint ventures, operational assistance, marketing, compliance, and practice management. By catering to sectors such as consumer products and services, information technology, and financial services, Dynasty aims to enhance the capabilities of its partner firms, enabling them to deliver better service to their clients.

GeoWealth is a turnkey asset management platform tailored for registered investment advisors. The company offers a cloud-based wealth management technology solution that includes a range of features such as reporting, reconciliation, aggregation, billing, and trading. By providing access to a variety of exchange-traded fund model portfolios, GeoWealth allows advisors to implement customizable investment strategies. This comprehensive platform is designed to enhance operational efficiency, enabling advisors to better meet their clients' needs and grow their businesses effectively throughout the wealth management lifecycle.

Tifin is a fintech platform founded in 2018, based in New York City, that develops and operates companies focused on wealth management, investments, and personal finance. By leveraging investment intelligence, data science, and advanced technology, Tifin aims to enhance the investor experience with innovative products tailored to individual needs. The company emphasizes the importance of making investing a significant contributor to financial well-being. Tifin also has regional offices in Boulder, Bengaluru, Charlotte, and Mumbai, reflecting its broad market reach and commitment to evolving the financial services landscape.

GeoWealth is a turnkey asset management platform tailored for registered investment advisors. The company offers a cloud-based wealth management technology solution that includes a range of features such as reporting, reconciliation, aggregation, billing, and trading. By providing access to a variety of exchange-traded fund model portfolios, GeoWealth allows advisors to implement customizable investment strategies. This comprehensive platform is designed to enhance operational efficiency, enabling advisors to better meet their clients' needs and grow their businesses effectively throughout the wealth management lifecycle.

Tifin is a fintech platform founded in 2018, based in New York City, that develops and operates companies focused on wealth management, investments, and personal finance. By leveraging investment intelligence, data science, and advanced technology, Tifin aims to enhance the investor experience with innovative products tailored to individual needs. The company emphasizes the importance of making investing a significant contributor to financial well-being. Tifin also has regional offices in Boulder, Bengaluru, Charlotte, and Mumbai, reflecting its broad market reach and commitment to evolving the financial services landscape.

Backed by capital from Andreessen Horowitz, Y Combinator, and QED, OpenInvest was founded in 2015 with a core focus on helping advisors unlock the true impact of their clients’ investments. On June 29, 2021, J.P. Morgan announced that it has entered into a definitive agreement to acquire OpenInvest. OpenInvest will retain its own brand and be integrated into J.P. Morgan’s Private Bank and Wealth Management client offerings

Tifin is a fintech platform founded in 2018, based in New York City, that develops and operates companies focused on wealth management, investments, and personal finance. By leveraging investment intelligence, data science, and advanced technology, Tifin aims to enhance the investor experience with innovative products tailored to individual needs. The company emphasizes the importance of making investing a significant contributor to financial well-being. Tifin also has regional offices in Boulder, Bengaluru, Charlotte, and Mumbai, reflecting its broad market reach and commitment to evolving the financial services landscape.

GeoWealth is a turnkey asset management platform tailored for registered investment advisors. The company offers a cloud-based wealth management technology solution that includes a range of features such as reporting, reconciliation, aggregation, billing, and trading. By providing access to a variety of exchange-traded fund model portfolios, GeoWealth allows advisors to implement customizable investment strategies. This comprehensive platform is designed to enhance operational efficiency, enabling advisors to better meet their clients' needs and grow their businesses effectively throughout the wealth management lifecycle.