01
Independence Is Non-Negotiable
We exist to make independence viable, scalable, and dominant. No PE strings. No forced models. Your firm, your rules.
Shaped by advisors.
Powered by conviction.
We didn't build another TAMP. We built the one independent advisors have been waiting for — AI-native, advisor-first, and priced like it should be.
The industry had a problem.
We became the answer.
After 15 years watching the wealth management industry consolidate around platforms that treated advisors as line items, Kyle Wiggs saw the gap clearly: independent RIAs — the firms managing $10M to $150M — were being systematically underserved.
The big TAMPs didn't return their calls. The PE-backed aggregators wanted their book, not their success. And the DIY tools couldn't match the sophistication their clients demanded.
UX Wealth Partners was founded in 2020 in Centennial, Colorado with a single thesis: give independent advisors the same institutional-grade technology, execution quality, and investment access that the wirehouses hoard — at a fraction of the cost, with none of the strings.
Today, we manage $2.5B in assets across 50+ partner firms. We built the only AI-native TAMP in the industry. We deliver a full practice transformation — brand, website, marketing, AI content — at a fraction of legacy TAMP fees. And we're just getting started.
$2.5B
Assets Under Management
50+
Partner Firms
235
Advisors on the Platform
100+
Investment Models
What We Believe
Six principles that drive everything we build.
02
AI Changes Everything
We're the only TAMP built AI-native from day one. Financial planning, income planning, risk profiling, CRM, M&A analytics, AI research — all native. Not bolted on. Engineered from the core.
03
Execution Is the Edge
97.7% at or better than the best available price. $62K saved per $625M traded. Execution quality isn't a feature — it's the foundation.*
04
Fees Should Be Fair
35–50 bps all-in. That's 29–47% below industry average. Institutional quality shouldn't require institutional pricing.
05
White-Glove, Not White-Label
Named contacts. Direct lines. No ticket queues. Every partner firm gets a team, not a portal.
06
Growth Is a Partnership
We don't just hold your assets — we build growth roadmaps, overhaul your brand, replace 3–5 vendor subscriptions with one platform, automate your operations, and scale you from boutique to institution.
Our Architecture
API-First. AI-Orchestrated. Future-Proof.
Every TAMP is announcing their "AI strategy." Most are bolting a chatbot onto a 20-year-old platform.
We built UX Wealth API-first — so we could orchestrate the best AI across every workflow. Risk. Trading. Portfolio construction. Operations.
We're not locked into one vendor's AI. Our infrastructure was designed to absorb whatever's best today and replace it with whatever's best tomorrow.
That's the difference between AI-native and AI-announced.
Recognition
Recognized. Not self-proclaimed.
Wealthies Award Finalist
Best TAMP — 2025
WealthManagement.com
"Ten to Watch" — 2025
Mission 500
Win 500 forgotten RIAs.
Win 500 forgotten RIAs.
Make them dangerous again.
The independent RIA has been systematically underserved. Too small for the big TAMPs. Too sophisticated for the DIY tools. We're building a platform that gives every one of them the firepower of a wirehouse — at a fraction of the cost.
500 partner firms. That's the mission. We're at 50+ and accelerating.
Our Journey
From zero to $2.5B.
2020
Founded in Centennial, CO
UX Wealth Partners launches with a clear mission: institutional-grade wealth management for independent RIAs.
2021
First $100M AUM
Early partner firms validate the thesis. Word spreads through advisor networks.
2022
Institutional Trade Execution Launches
Institutional trade execution engine goes live. Schwab-verified 97.7% at or better than the best available price from day one.
2023
$1B AUM Milestone
Platform scales to 30+ partner firms. AI/ML model marketplace expands with Qraft, Ai Funds, StockSnips.
2024
Wealthies Award Finalist — Best TAMP
Named a finalist for Best TAMP at the 2025 WealthManagement.com Wealthies Awards. 50+ partner firms. 100+ investment models.
2025
Kyle Named "Ten to Watch"
WealthManagement.com recognizes the vision. AUM passes $2B. The Xperience Platform launches.
2026
The Command Era
Copper Command rebrand. $270M+ pipeline. Target: $4B AUM.
Trust & Compliance
Regulated. Audited. Transparent.
UX Wealth Partners is a registered investment adviser maintaining rigorous compliance standards and fiduciary responsibility to every partner firm and their clients.
Registered RIA
Form ADV Filed
Insured
Ready to command your growth?
We're building the future of independent wealth management. Whether you're an advisor looking for a real partner or a builder who wants to shape the industry — let's talk.