Tax Alpha Insider | Direct Indexing, Tax-Loss Harvesting, and Tax-Efficient Investing

SYMMETRY PARTNERS

Headquarters
GLASTONBURY, CT, USA

Parent
NONE

equity fixed income TAMP separate accounts direct indexing Independent RIAs OCIOs

AQR

Headquarters
GREENWICH, CT, USA

Parent
NONE

Independent RIAs OCIOs TAMPs equity fixed income sub-adviser hedge fund separate accounts tax-aware long/short

QUORUS

Headquarters
WESTPORT, CT, USA

Parent
NONE

Asset Managers equity sub-adviser separate accounts direct indexing

ARCHER

Headquarters
BERWYN, PA, USA

Parent
NONE

Asset Managers Independent RIAs equity fixed income SaaS direct indexing

NEUBERGER BERMAN

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs Wirehouses equity fixed income sub-adviser separate accounts direct indexing

BROOKLYN INVESTMENT GROUP

Headquarters
BROOKLYN, NY, USA

Parent
NONE

Asset Managers Independent RIAs equity fixed income SaaS TAMP sub-adviser separate accounts direct indexing tax-aware long/short

CHARLES RIVER

Headquarters
WILMINGTON, MA, USA

Parent
NONE

Asset Managers Broker-Dealers Independent RIAs OCIOs Wirehouses equity fixed income SaaS separate accounts direct indexing

GOTHAM

Headquarters
NEW YORK, NY, USA

Parent
NONE

Direct to Consumer Independent RIAs equity hedge fund tax-aware long/short

CREATIVE PLANNING

Headquarters
OVERLAND PARK, KS, USA

Parent
NONE

Direct to Consumer equity fixed income adviser separate accounts direct indexing

SEI

Headquarters
OAKS, PA, USA

Parent
NONE

Independent RIAs OCIOs equity fixed income SaaS sub-adviser separate accounts direct indexing

FRANKLIN TEMPLETON

Headquarters
SAN MATEO, CA, USA

Parent
NONE

separate accounts direct indexing Independent RIAs OCIOs equity fixed income sub-adviser

SOFTPAK FINANCIAL SYSTEMS

Headquarters
SUDBURY, MA, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

AXIOMA

Headquarters
NEW YORK, NY, USA

Parent
NONE

Asset Managers Broker-Dealers Independent RIAs TAMPs Wirehouses equity SaaS separate accounts direct indexing

NORTHFIELD

Headquarters
BOSTON, MA, USA

Parent
NONE

Independent RIAs equity fixed income SaaS householding separate accounts direct indexing tax-aware long/short

ALLOCATERITE

Headquarters
NEW YORK, NY, USA

Parent
NONE

RIA Aggregators Wirehouses equity fixed income SaaS adviser separate accounts direct indexing Broker-Dealers Custodians Independent RIAs

JP MORGAN

Headquarters
NEW YORK, NY, USA

Parent
NONE

Asset Managers Broker-Dealers Custodians Direct to Consumer Independent RIAs OCIOs RIA Aggregators RIA Platforms TAMPs Wirehouses equity fixed income SaaS sub-adviser separate accounts direct indexing

55IP

Headquarters
BOSTON, MA, USA

Parent
NONE

Asset Managers Independent RIAs OCIOs Wirehouses equity sub-adviser separate accounts direct indexing

NATIXIS

Headquarters
BOSTON, MA, USA

Parent
NONE

Independent RIAs RIA Aggregators TAMPs Wirehouses equity SaaS sub-adviser separate accounts direct indexing

YOURSTAKE

Headquarters
BROOKLYN, NY, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

SEEDS INVESTOR

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity SaaS sub-adviser separate accounts direct indexing

GLOBAL MACRO ASSET MANAGEMENT

Headquarters
LAS VEGAS, NV, USA

Parent
NONE

Independent RIAs equity fixed income adviser sub-adviser separate accounts direct indexing

WEDMONT PRIVATE CAPITAL

Headquarters
PORTLAND, ME, USA

Parent
NONE

Direct to Consumer equity sub-adviser separate accounts direct indexing

QUANTINNO

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs OCIOs TAMPs equity sub-adviser separate accounts tax-aware long/short

SIMCORP

Headquarters
COPENHAGEN , DK

Parent
NONE

Independent RIAs equity fixed income SaaS separate accounts direct indexing

ALLSPRING

Headquarters
CHARLOTTE, NC, USA

Parent
NONE

separate accounts direct indexing Independent RIAs OCIOs equity fixed income sub-adviser

INDEX ONE

Headquarters
LONDON , UK

Parent
NONE

Independent RIAs equity SaaS indices direct indexing

ALTRUIST

Headquarters
CULVER CITY, CA, USA

Parent
NONE

Independent RIAs equity fixed income SaaS custodian separate accounts direct indexing

BRIEFCASE

Headquarters
SYDNEY, NSW, AUS

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

CHARLES SCHWAB

Headquarters
WESTLAKE, TX, USA

Parent
NONE

Direct to Consumer Independent RIAs equity fixed income custodian sub-adviser separate accounts direct indexing

PARAMETRIC PORTFOLIO ASSOCIATES

Headquarters
SEATTLE, WA, USA

Parent
NONE

Independent RIAs OCIOs RIA Aggregators RIA Platforms TAMPs Wirehouses equity fixed income sub-adviser separate accounts direct indexing

FIDELITY INVESTMENTS

Headquarters
BOSTON, MA, USA

Parent
NONE

Direct to Consumer Independent RIAs equity fixed income custodian sub-adviser separate accounts direct indexing

MYVEST

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

WEALTHFRONT

Headquarters
PALO ALTO, CA, USA

Parent
NONE

Direct to Consumer equity adviser consumer separate accounts direct indexing

NDVR

Headquarters
BOSTON, MA, USA

Parent
NONE

Direct to Consumer equity fixed income adviser consumer householding separate accounts direct indexing

ALPHATHENA

Headquarters
CHICAGO, IL, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

ENVESTNET

Headquarters
CHICAGO, IL, USA

Parent
NONE

Broker-Dealers Independent RIAs equity SaaS sub-adviser separate accounts direct indexing

VANGUARD

Headquarters
MALVERN, PA, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

PARTI PRIS

Headquarters
MORRO BAY, CA, USA

Parent
NONE

Independent RIAs equity SaaS householding separate accounts direct indexing

BLACKROCK

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity fixed income SaaS sub-adviser separate accounts direct indexing tax-aware long/short

CANVAS

Headquarters
STAMFORD, CT, USA

Parent
NONE

Asset Managers Independent RIAs Wirehouses equity SaaS separate accounts direct indexing

ALPHA ARCHITECT

Headquarters
PHILADELPHIA, PA, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing tax-aware long/short

S&P GLOBAL

Headquarters
NEW YORK, NY, USA

Parent
NONE

Asset Managers Broker-Dealers Independent RIAs RIA Aggregators TAMPs Wirehouses equity fixed income indices direct indexing

ALLIANCE BERNSTEIN

Headquarters
NEW YORK, NY, USA

Parent
NONE

Broker-Dealers Independent RIAs OCIOs RIA Aggregators TAMPs fixed income sub-adviser separate accounts direct indexing

ROWBOAT ADVISORS

Headquarters
MENLO PARK, CA, USA

Parent
NONE

Asset Managers Independent RIAs RIA Platforms equity fixed income SaaS separate accounts direct indexing

IMTC

Headquarters
NEW YORK, NY, USA

Parent
NONE

Asset Managers Broker-Dealers Independent RIAs fixed income SaaS direct indexing

COLUMBIA THREADNEEDLE

Headquarters
BOSTON, MA, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

FREC

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

Direct to Consumer equity adviser consumer separate accounts direct indexing

APERIO GROUP

Headquarters
SAUSALITO, CA, USA

Parent
NONE

Independent RIAs TAMPs Wirehouses equity sub-adviser separate accounts direct indexing tax-aware long/short

DGS CAPITAL MANAGEMENT

Headquarters
JERSEY CITY, NJ, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing

BX INDEX

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity SaaS indices direct indexing

FARTHER

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

Direct to Consumer Independent RIAs equity fixed income SaaS adviser consumer separate accounts direct indexing

SAVVY WEALTH

Headquarters
NEW YORK, NY, USA

Parent
NONE

Direct to Consumer Independent RIAs equity adviser consumer separate accounts direct indexing

VESTMARK ADVISORY SOLUTIONS

Headquarters
WAKEFIELD, MA, USA

Parent
NONE

Independent RIAs equity SaaS sub-adviser separate accounts direct indexing

ADHESION WEALTH

Headquarters
CHARLOTTE, NC, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing

VISE

Headquarters
NEW YORK CITY, NY, USA

Parent
NONE

Independent RIAs RIA Aggregators TAMPs Wirehouses equity fixed income SaaS TAMP sub-adviser householding separate accounts direct indexing

MORGAN STANLEY

Headquarters
NEW YORK, NY, USA

Parent
NONE

Asset Managers Broker-Dealers Custodians Direct to Consumer Independent RIAs OCIOs Wirehouses equity fixed income sub-adviser separate accounts direct indexing

RUSSELL INVESTMENTS

Headquarters
SEATTLE, WA, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

SS&C ADVENT

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

Asset Managers Independent RIAs equity fixed income SaaS separate accounts direct indexing

SMARTHARVEST

Headquarters
TORRANCE, CA, USA

Parent
NONE

Independent RIAs TAMPs equity sub-adviser separate accounts direct indexing

SYNTAX

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity SaaS indices direct indexing

ORION PORTFOLIO SOLUTIONS

Headquarters
OMAHA, NE, USA

Parent
NONE

Independent RIAs equity SaaS sub-adviser separate accounts direct indexing

FIRST TRUST

Headquarters
WHEATON, IL, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

SMARTLEAF

Headquarters
BOSTON, MA, USA

Parent
NONE

Independent RIAs RIA Aggregators RIA Platforms TAMPs equity SaaS sub-adviser householding separate accounts direct indexing

PGIM INVESTMENTS

Headquarters
NEWARK, NJ, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

NORTHERN TRUST

Headquarters
CHICAGO, IL, USA

Parent
NONE

Independent RIAs OCIOs RIA Aggregators equity fixed income custodian sub-adviser separate accounts direct indexing

FIRST AFFIRMATIVE

Headquarters
COLORADO SPRINGS, CO, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing

GOLDMAN SACHS

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

BNY MELLON

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity fixed income custodian sub-adviser separate accounts direct indexing

HORIZON INVESTMENTS

Headquarters
CHARLOTTE, NC, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing

INVESCO

Headquarters
ATLANTA, GA, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing tax-aware long/short

VIKING HARBOUR

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

UBS

Headquarters
NEW YORK, NY, USA

Parent
NONE

Direct to Consumer Independent RIAs OCIOs equity fixed income sub-adviser separate accounts direct indexing

SMARTX

Headquarters
WEST PALM BEACH, FL, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

COMPOUND PLANNING

Headquarters
NEW YORK, NY, USA

Parent
NONE

Direct to Consumer equity fixed income sub-adviser separate accounts direct indexing

ETHIC

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing

DIMENSIONAL FUND ADVISORS

Headquarters
AUSTIN, TX, USA

Parent
NONE

Independent RIAs equity fixed income separate accounts direct indexing

ALPHAWORKS

Headquarters
NEW YORK , NY, USA

Parent
NONE

Independent RIAs equity hedge fund tax-aware long/short

DOUBLE

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

Direct to Consumer equity adviser consumer separate accounts direct indexing

LIFEYIELD

Headquarters
BOSTON, MA, USA

Parent
NONE

equity SaaS separate accounts direct indexing

ARTA FINANCE

Headquarters
MOUNTAIN VIEW, CA, USA

Parent
NONE

Direct to Consumer equity fixed income adviser consumer separate accounts direct indexing

Direct Indexing

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