TAMPs and model marketplaces
Outsourced investment management and the marketplaces that distribute model portfolios.
TAMPs and models vendors
- Adhesion WealthAssetMark-owned unified managed account platform with outsourced trading.
- AssetMarkTurnkey asset management and technology platform for independent advisers.
- EnvestnetWealth technology and managed-account platform, owned by a Bain Capital-led group.
- Focus Advisor SolutionsFocus Financial's service TAMP, formerly Buckingham Strategic Partners.
- GeoWealthChicago TAMP and software provider with a model marketplace and private-markets models.
- Orion Portfolio SolutionsOrion's open-architecture TAMP, including the Brinker Capital Investments strategies.
- SEI (advisor solutions)SEI's technology, custody and investment services for independent advisers.