Ventures
Three solve the same problem at different layers. One does not, and that is stated rather than smoothed over.
Three of these solve the same problem at different layers. The fourth is unrelated, and saying so is more useful than inventing a thread between them.
The order matters more than the count. Portfolios first, because software cannot fix an improvised investment layer. Risk analytics second, because a strategy a client abandons has done nothing for them. The platform third, because most advisers do not want to assemble the pieces themselves.
Layer one · Portfolios
Systematic strategies delivered as exchange-traded funds and model portfolios. Co-founder and partner. thorft.com
Layer two · Risk
Risk analytics that keep tolerance, capacity, and behaviour separate rather than collapsing them into one score. Co-founder. riskdna.ai
Layer three · Platform
The turnkey asset management platform that delivers the rest to independent advisers. Co-founder, president, and chief executive. uxwp.com
Unrelated
Co-parenting coordination. Different customer, different regulatory perimeter, different problem. Co-founder. civly.co
These are not four independent bets held at arm’s length. I hold ownership interests in UX Wealth Partners, riskDNA AI, and THOR Financial Technologies, and the UX Wealth platform uses THOR models and riskDNA analytics.
An adviser evaluating the platform should know that before they evaluate it, not after. The disclosures page sets out the relationships in full.
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