The delivery layer. A turnkey asset management platform for independent registered investment advisers, founded in 2020.
UX Wealth Partners is a turnkey asset management platform — a TAMP — built for independent registered investment advisers. It was founded in 2020 and is based in Centennial, Colorado.
A TAMP takes the operational weight of running money off an advisory firm: portfolio management, trading and rebalancing, performance reporting, billing, and the documentation that supports all of it. The adviser keeps the client relationship and the firm.
The gap it addresses is the one described on the biography page. Independent firms carry the same obligations as large ones with a fraction of the machinery, and the industry treated that as the cost of independence.
The platform is the delivery layer for work that already existed: THOR’s systematic strategies and riskDNA’s analytics, packaged so a three-person firm does not have to integrate them.
It does not replace the adviser. It does not hold the client relationship, and it is not designed for a firm that wants to outsource judgement rather than operations.
It is also a poor fit for an adviser whose entire value proposition is bespoke security selection. If picking individual positions is the product, a systematic platform is working against you rather than for you.
A TAMP should remove the constraint that makes you the operations department. It should not remove you from the relationship.
Co-founder, president, and chief executive. That covers product direction, partnerships, and the technology roadmap.
UX Wealth Partners was included in an America’s Best TAMPs listing in 2024. What that listing measures, who publishes it, and how to read it is set out on the recognition page, because a rating without its criteria is not information.
The company site is at uxwp.com. Anything about services, terms, or how the platform actually engages with a firm belongs there rather than here.