CEO & Co-Founder, UX Wealth Partners

KYLE
WIGGS

The wealth management industry spent twenty years building technology for platforms, not advisors. I'm building what they wouldn't.

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One email per week. AI + independent wealth management. No fluff.

WealthManagement.com "Ten to Watch" America's Best TAMPs $2.5B AUM 50+ Partner Firms 20+ Years
The Belief
The independent advisor is the last honest voice in wealth management.

They carry a fiduciary obligation to put clients first — the only people in this industry legally required to do so. And for twenty years, the technology industry has failed them. Built platforms for the platforms. Charged 50+ basis points for software designed in 2010. Called a chatbot "AI transformation."

I started UX Wealth Partners because I believe AI changes that equation permanently. Not AI as a feature checkbox on a legacy stack. AI as the foundation — how portfolios get managed, how risk gets assessed, how a three-person firm operates like a three-hundred-person institution.

The advisors who build on this infrastructure will define the next era of wealth management. The ones who don't will get acquired by the ones who did.

By the Numbers
$2.5B Assets Under
Management
50+ Partner
Firms
235 Advisors
~10K Client
Accounts
20+ Years in Wealth
Management
The Partner Advantage

What changes when an independent firm builds on AI-native infrastructure instead of renting a legacy stack.

Transparent
All-In Pricing

Significantly below industry average. No hidden fees. No platform surcharges. No basis-point games buried in a custodial agreement.

97.7%
NBBO Execution

Best execution on every trade through TradeX, powered by Bloomberg OMS/EMS. Your clients get institutional-grade trading.

AI-Native
From Day One

Not bolted on. Not a roadmap item. The entire platform architecture was built around AI — portfolio management, risk analytics, operations.

Full Stack
Business Transformation

The only TAMP that transforms your entire operation — rebrand, marketing, website, automation. $30M firm becomes a $300M institution.

The Work

Every company I've built attacks the same gap: the distance between what people deserve and what their industry gives them.

UX Wealth Partners

The Platform

The AI-native TAMP for independent RIAs. Institutional-grade portfolio management, compliance infrastructure, and modern technology — without surrendering independence. Named among America's Best TAMPs.

uxwp.com →

riskDNA AI

The Intelligence Layer

AI-powered risk analytics and portfolio intelligence. Next-generation risk assessment that aligns portfolio construction with each client's true risk capacity and financial objectives.

riskdna.ai →

THOR Financial Technologies

The Investment Engine

$1B+ in assets under advisement. Three actively managed ETFs — including THLV, the third ETF ever traded on the NYSE floor. Six adaptive model portfolios and the THOR Signals indicator on TradingView.

thorft.com →

Civly

The Outlier

Co-parenting technology for shared parenting. Not wealth management — just a hard problem that needed a better solution.

civly.co →
The AI Brief

The ideas that don't fit in a LinkedIn post.

A weekly email on AI, independent wealth management, and building what the industry won't. Written for advisors and operators who want to understand what's actually changing — not the press release version.

  • What AI-native infrastructure actually means in practice
  • The real economics of independence vs. legacy platforms
  • How the competitive landscape is shifting — and who's getting left behind
  • Lessons from building a TAMP against entrenched incumbents

One email per week. Unsubscribe anytime. No spam, no sales sequences — just the thinking behind the work.

Recognition
2026

"Nobody Has Seen It. That's the Whole Problem."

A LinkedIn article on visibility and credibility in wealth management that reached 47,000+ impressions and was read by Michael Kitces the night it published.

2025

Ten to Watch

Named to WealthManagement.com's annual list of emerging leaders and innovators shaping the future of the wealth management industry.

2024

America's Best TAMPs

UX Wealth Partners recognized for its technology-forward approach to serving independent advisors and their clients.

The Operator
Kyle Wiggs

Twenty years in wealth management before I decided to stop fixing it from the inside and start building from scratch.

It started on the soccer field at San Diego State — where I captained the men's team, earned Academic All-Conference honors, and learned that competing at the highest level is equal parts strategy and stubbornness.

That wiring drove a career through external wholesaling, national distribution, and wealth platform strategy at Jackson National — where I spent years watching the industry build technology for everyone except the advisors who needed it most.

In 2020, I stopped watching. Founded UX Wealth Partners in Centennial, Colorado to build what no legacy TAMP would rebuild: an AI-native platform where independence doesn't mean compromise.

The competitive drive hasn't changed since the field. Two Ironman finishes. Two USA Triathlon World Championship qualifications. Same discipline, different arena.

Centennial, Colorado · San Diego State University
Let's Talk

Ready to stop renting legacy technology?

If you're an independent advisor building something worth owning, I'd like to hear about it. Book a conversation or subscribe to stay in the loop.

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WealthManagement.com "Ten to Watch" · America's Best TAMPs · $2.5B AUM · 50+ Partner Firms

kwiggs@uxwp.com · LinkedIn