Advitalize

Advitalize.ai is a Turnkey Asset Management Platform (TAMP) like no other. It is an RIA's profit engine solely focused on RIAs with <$250M in AUM. Advitalize's business solution provides: 1) RIA Revenue Growth: A full marketing system built in the advisor's voice and style. 2) Investment tech platform: Personalized client portfolios with high efficiency using stocks/bonds/ETFs/MFs/FIAs/RILAs and all optimized to a client's objective. 3) Lower Costs: The marketing system has no out-of-pocket costs and Advitalize covers the advisory firm's operations staffing costs. 4) Wealth Creation: With higher profits, the advisory firm has a higher valuation and, equally important, Advitalize grants its own equity to its client-RIAs at no cost.