Unlock the True Power of Your Wealth Management Practice

Unlock trapped revenue in your practice by embracing insourcing of your investment capabilities.

For far too long, WealthTech vendors, TAMPs and third-party platforms have kept valuable margin expansion strategies to themselves by creating an illusion of complexity that only the absolute largest RIAs could afford to implement.

It’s time to challenge those assumptions.

The industry is changing far too quickly and margins are becoming increasingly stressed for firms to ignore any hidden source of revenue.

Now is the time - accelerating market dynamics will continue to test and stress legacy growth assumptions.

Any independent advisory firm or advisory team with over $1B in AUM pursuing an expand-through-affiliation strategy will need to pivot toward margin expansion and EBITDA growth.

Whether your model is affiliation-only, full buyout, majority stake, or minority stake, the time to act is now.

Enterprise RIAs -
Rollups, Acquirers, Aggregators

Explore how to insource your investment management capabilities to unlock hidden margin as well as take control of the pace, amount and timing of new transitional assets while increasing share of current organic wallet.

Consider new approaches to establishing an investment thesis for RIA Aggregator acquisitions and the efficacy of capital deployed. Challenge assumptions around scale, growth and profitability through revised diligence.

PE Firms

Large Growth-Focused RIAs & Breakaway Teams

Preparing for rapid growth through an acquisition strategy or going independent requires careful consideration. Achieving both profitability and rapid inorganic growth is not only possible, but can become a distinct competitive advantage with the right investment platform strategy

Are you asking the right questions of your platform providers? Are they doing more harm than good? Are these platforms protecting your intellectual property, are fees being calculated properly, are your fees set competitively, what is your platform distribution strategy, and do you have access to the growth engines of the future - the RIA Enterprises - through these platforms? And other important questions to ask .

Asset Managers

Wealth Tech Providers & TAMP Platforms

In this rapidly changing technology environment, is your expense footprint and roadmap aligned with the market? What is your Enterprise RIA strategy? Do you have the right partnerships and with the proper level of bidrectional leads and lookthrough visibility?

Experience and Expertise

30+

Years of Experience

500+

Registered Investment Advisors Served

$100B+

Assets Under Management Served

Ready to Enhance Your Advisory Practice?

Tapestry Invest helps RIA Enterprises, those who wish to become an Enterprise, as well as those in their orbit to build, enhance, or reimagine their platform offering so they can deliver exceptional client outcomes profitably.

We do this by offering:

Aggregator readiness assessment
Target operating model + platform blueprint
Deal engine + diligence templates
Post-close integration playbook
Product and program lineup support
Interim platform exec / operating partner support

Explore how Tapestry Invest can elevate your firm

Request Access

Tapestry Invest

info@tapestryinvest.com