You're not too small. You've been underestimated.
Command your growth.
You Already Know.
Your Schwab rep hasn't called back. You're billing in Excel at 11pm. Your TAMP charges 85 basis points and you can't get a human on the phone. Meanwhile, AI is rewriting the industry and you're using the same website since 2019.
Your TAMP doesn't know your name
You call the 800 number, sit in a queue, and explain your situation to someone reading from a script. They open a ticket. Again.
You're paying too much for too little
75–100+ basis points for a platform that doesn't handle billing, doesn't offer AI strategies, and considers 20 models a "marketplace."
AI is coming — without you
Fee compression is squeezing your margins. The $3B wirehouse team has a marketing department and a tech stack. You have a template website from 2019.
You've been burned before
The last platform had beautiful slides too. The "dedicated team" was a shared inbox. The "two-week transition" took four months. You swore you'd never do that again.
You got into this business to help people. To build something. To be independent.
When was the last time it actually felt that way?
And that ends today.
What If Everything Changed?
Not five years from now. Not "when you hit $200M." Now.
Your portfolios ran themselves.
100+ institutional models. AI-optimized. Auto-rebalanced. Tax-loss harvested. Across every custodian. While you slept.
Your practice looked like a $300M firm.
New brand. New website. AI generates 4 compliant blog posts/month, 20+ social posts, and weekly market commentary — all in your voice. All compliance-reviewed before publishing.
Your execution was institutional-grade.
97.7% of trades at or better than NBBO. A real trading desk. Not a queue. Not a batch file. See the Schwab-verified numbers.
Your data was yours.
Every record. Every relationship. Every dollar of enterprise value — portable, protected, and building equity in your business. Zero vendor lock-in.
This isn't a fantasy. This is what 50+ firms and 235 advisors already have.
This is UX Wealth.
A $30M Firm Walks In.
A Firm Ready for $300M Walks Out.
UX Wealth does for every partner firm what most firms spend $500K+/year trying to do themselves. This is the killer differentiator — no other TAMP on earth does this.
Week 1–2: The Assessment
We audit everything — your brand, website, client communications, workflows, digital presence, tech stack. We find every leak, every bottleneck, every hour you're wasting on tasks a machine should handle.
Week 3–4: The Transformation
Your website gets rebuilt from scratch. Your brand gets sharpened. AI-powered client communications go live — personalized, compliant, on-brand, automatic. Your social media starts posting itself.
Month 2+: The Acceleration
Monday morning: your AI-generated weekly market email went out at 7am. Three LinkedIn posts are queued. Two prospects who visited your website got personalized follow-ups. Your portfolio drift alerts are clear. You open your laptop and start planning.
What's included at 39 bps — every month:
AI-Generated Content
4 compliant blog posts/month, 20+ social posts, weekly market commentary
Automated Client Comms
Personalized emails, market updates, review reminders — your clients feel known
Drift Monitoring
Automated alerts when allocations deviate >2%, rebalancing triggers
Tax-Loss Harvesting
Daily scans for harvesting opportunities across all accounts
Client Review Prep
AI-generated prep packages 5 days before each scheduled meeting
Digital Presence
SEO optimization, directory listings, online reviews management
Compliance Review
Every piece of content reviewed before publishing — nothing goes live without your approval
Growth Engine
Lead gen support, referral network, competitive positioning
You approve everything before it goes live. Your voice, amplified by AI — not replaced by it.
14 Managers. 100+ Models.
Your arsenal.
Strategic, tactical, AI-driven, and custom — all on one platform. A $30M firm gets the same investment firepower as a $3B wirehouse. Explore the full marketplace.
The Future
Bayesian AI, deep learning, sentiment analysis, evolutionary algorithms — strategies that analyze billions of data points daily.
The Edge
Signal processing, systematic risk management, 34+ algorithms, direct indexing.
The Bedrock
Low-cost core exposure battle-tested across $2.5B in AUM.
Your IP
Your thesis, your allocation — we build it, deploy it, run it. At 0 bps. We don't charge you for your own intellectual property.
Blend strategic + tactical + AI in a single UMA. One account. Infinite combinations.
Explore Full Model MarketplaceInstitutional Execution.
Schwab Custodied.
The same execution infrastructure that $10B+ shops use. Bloomberg OMS/EMS, FIX connectivity, direct counterparty access. You get it at 39 basis points.
Source: S3 Matching Technologies / Charles Schwab Execution Quality Report — Q3 2025
Four Custodians Live. One Dashboard.
Schwab · Interactive Brokers · Axos — live today. Apex & Altruist — coming soon. Altruist — Q2 2026. 38% of high-net-worth clients hold assets at 2+ custodians. You don't lose deals anymore.
A Full TAMP for Less Than
an Actively Managed ETF.
Let that sink in. The average actively managed ETF charges 50–75 bps — just for portfolio management. No execution. No billing. No AI. No brand transformation. UX Wealth delivers ALL of it.
Your thesis, your allocation — we build it, deploy it, run it. We don't charge you for your own intellectual property.
- Full trading, billing, reporting included
- Automated rebalancing & drift monitoring
- Multi-custodial execution
- Dedicated relationship manager
BlackRock, Vanguard, Thor, Qraft, StockSnips, STRATxAI, Stonebridge, and more. Everything included.
- 100+ institutional models from 14 managers
- Full AI Upgrade — brand, website, content
- Institutional trade execution
- Automated billing
- GIPS-compliant performance reporting
- Multi-custodial support
- Full data ownership — zero vendor lock-in
- Named dedicated support
The most advanced AI-driven model on the platform. Still less than what legacy TAMPs charge for basic models.
- Advanced Bayesian AI/ML engine
- Everything in the 39 bps tier
- Premium AI strategy access
- Priority execution routing
| Capability | UX Wealth | Legacy TAMPs | DIY |
|---|---|---|---|
| All-In Cost | 0–39 bps | 75–100+ bps | "Free" + your nights |
| Models Available | 100+ | 20–50 | Your own |
| AI/ML Strategies | ✓ Native | ✗ | ✗ |
| AI Practice Transformation | ✓ Full | ✗ | ✗ |
| Trading Desk | Institutional | Basic | You |
| Custodians | 4 live | 1–2 | 1 |
| Data Ownership | ✓ Yours | ✗ Theirs | ✓ Yours |
| Dedicated Support | ✓ Your name | Queue #4,719 | N/A |
"A full TAMP for less than an actively managed ETF." — 39 bps.
Plus a nominal platform fee. All-in. No hidden costs.
The Numbers Don't Lie.
Wealthies Award Finalist
Best TAMP 2025
WealthManagement.com
"Ten to Watch" 2025
Don't Take Our Word For It.
"The first thing I noticed was the website. I actually got emotional — it looked like a real firm. Like, a firm I'd want to hire. My daughter said, 'Dad, this actually looks legit.' Which is the nicest thing a twenty-three-year-old has ever said about my business."— Jeff G.
"I went home at 5pm on a Thursday. Didn't check my phone once. My wife actually asked if I got fired."— Chris R.
"I spent seventeen years building my practice and it took UX Wealth about three weeks to make it look like I'd spent seventeen years building a brand. There's a difference."— Advisor
"I keep waiting for the catch. It's been fourteen months. Still waiting."— Advisor
The firms that join don't leave. They grow.
Four Steps. Two Weeks to Live.
No committee. No six-month implementation. No 40-page contract.
Discovery Call
You tell us about your practice. We listen. No pitch. No pressure. You talk to a decision-maker.
Custom Proposal
Not a template. YOUR proposal — your custodians, your models, your fee structure, your AI Upgrade roadmap.
White-Glove Onboarding
Account migration, model mapping, data transfer, compliance review. Your clients experience zero disruption.
Launch + Partnership
You're live. Your AI Upgrade begins transforming your practice. Quarterly reviews. Continuous optimization.
30-day implementation, then month-to-month. No long-term lock-in. We earn your business every quarter.
Schedule Your Discovery CallYour Market Is Still Open.
You were underestimated. Not anymore.
Schedule Your Discovery Call