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

SS&C ADVENT

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

equity fixed income SaaS separate accounts direct indexing

FARTHER

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

equity fixed income SaaS adviser consumer separate accounts direct indexing

COLUMBIA THREADNEEDLE

Headquarters
BOSTON, MA, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

NDVR

Headquarters
BOSTON, MA, USA

Parent
NONE

equity fixed income adviser consumer householding separate accounts direct indexing

55IP

Headquarters
BOSTON, MA, USA

Parent
JP MORGAN

equity sub-adviser separate accounts direct indexing

DOUBLE

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

equity adviser consumer separate accounts direct indexing

VANGUARD

Headquarters
MALVERN, PA, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

BX INDEX

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity SaaS indices direct indexing

DGS CAPITAL MANAGEMENT

Headquarters
JERSEY CITY, NJ, USA

Parent
NONE

equity sub-adviser separate accounts direct indexing

BNY MELLON

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity fixed income custodian sub-adviser separate accounts direct indexing

MYVEST

Headquarters
SAN FRANCISCO, CA, USA

Parent
TIAA

equity SaaS separate accounts direct indexing

ALLIANCE BERNSTEIN

Headquarters
NEW YORK, NY, USA

Parent
NONE

fixed income sub-adviser separate accounts direct indexing

ALTRUIST

Headquarters
CULVER CITY, CA, USA

Parent
NONE

equity fixed income SaaS custodian separate accounts direct indexing

SMARTX

Headquarters
WEST PALM BEACH, FL, USA

Parent
NONE

equity SaaS separate accounts direct indexing

VISE

Headquarters
NEW YORK CITY, NY, USA

Parent
NONE

equity fixed income SaaS TAMP sub-adviser householding separate accounts direct indexing

ALLOCATERITE

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity fixed income SaaS adviser separate accounts direct indexing

HORIZON INVESTMENTS

Headquarters
CHARLOTTE, NC, USA

Parent
NONE

equity sub-adviser separate accounts direct indexing

SMARTLEAF

Headquarters
BOSTON, MA, USA

Parent
NONE

equity SaaS sub-adviser householding separate accounts direct indexing

PARAMETRIC PORTFOLIO ASSOCIATES

Headquarters
SEATTLE, WA, USA

Parent
MORGAN STANLEY

equity fixed income sub-adviser separate accounts direct indexing

SYNTAX

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity SaaS indices direct indexing

IMTC

Headquarters
NEW YORK, NY, USA

Parent
NONE

fixed income SaaS direct indexing

CHARLES SCHWAB

Headquarters
WESTLAKE, TX, USA

Parent
NONE

equity fixed income custodian sub-adviser separate accounts direct indexing

BLACKROCK

Headquarters
NEW YORK, NY, USA

Parent
NONE

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

ROWBOAT ADVISORS

Headquarters
MENLO PARK, CA, USA

Parent
NONE

equity fixed income SaaS separate accounts direct indexing

VESTMARK ADVISORY SOLUTIONS

Headquarters
WAKEFIELD, MA, USA

Parent
NONE

equity SaaS sub-adviser separate accounts direct indexing

S&P GLOBAL

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity fixed income indices direct indexing

FREC

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

equity adviser consumer separate accounts direct indexing

PGIM INVESTMENTS

Headquarters
NEWARK, NJ, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

SEI

Headquarters
OAKS, PA, USA

Parent
NONE

equity fixed income SaaS sub-adviser separate accounts direct indexing

SYMMETRY PARTNERS

Headquarters
GLASTONBURY, CT, USA

Parent
NONE

equity fixed income TAMP separate accounts direct indexing

LIFEYIELD

Headquarters
BOSTON, MA, USA

Parent
NONE

equity SaaS separate accounts direct indexing

ENVESTNET

Headquarters
CHICAGO, IL, USA

Parent
BAIN CAPITAL

equity SaaS sub-adviser separate accounts direct indexing

CHARLES RIVER

Headquarters
WILMINGTON, MA, USA

Parent
STATE STREET

equity fixed income SaaS separate accounts direct indexing

DIMENSIONAL FUND ADVISORS

Headquarters
AUSTIN, TX, USA

Parent
NONE

equity fixed income separate accounts direct indexing

WEDMONT PRIVATE CAPITAL

Headquarters
PORTLAND, ME, USA

Parent
NONE

equity sub-adviser separate accounts direct indexing

ALPHA ARCHITECT

Headquarters
PHILADELPHIA, PA, USA

Parent
NONE

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

ORION PORTFOLIO SOLUTIONS

Headquarters
OMAHA, NE, USA

Parent
NONE

equity SaaS sub-adviser separate accounts direct indexing

FRANKLIN TEMPLETON

Headquarters
SAN MATEO, CA, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

AQR

Headquarters
GREENWICH, CT, USA

Parent
NONE

equity fixed income sub-adviser hedge fund separate accounts tax-aware long/short

SAVVY WEALTH

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity adviser consumer separate accounts direct indexing

QUANTINNO

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity sub-adviser separate accounts tax-aware long/short

YOURSTAKE

Headquarters
BROOKLYN, NY, USA

Parent
NONE

equity SaaS separate accounts direct indexing

BRIEFCASE

Headquarters
SYDNEY, NSW, AUS

Parent
NONE

equity SaaS separate accounts direct indexing

ALLSPRING

Headquarters
CHARLOTTE, NC, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

SEEDS INVESTOR

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity SaaS sub-adviser separate accounts direct indexing

FIRST TRUST

Headquarters
WHEATON, IL, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

ALPHAWORKS

Headquarters
NEW YORK , NY, USA

Parent
NONE

equity hedge fund tax-aware long/short

FIDELITY INVESTMENTS

Headquarters
BOSTON, MA, USA

Parent
NONE

equity fixed income custodian sub-adviser separate accounts direct indexing

QUORUS

Headquarters
WESTPORT, CT, USA

Parent
NONE

equity sub-adviser separate accounts direct indexing

GOLDMAN SACHS

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

INDEX ONE

Headquarters
LONDON , UK

Parent
NONE

equity SaaS indices direct indexing

APERIO GROUP

Headquarters
SAUSALITO, CA, USA

Parent
BLACKROCK

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

ARTA FINANCE

Headquarters
MOUNTAIN VIEW, CA, USA

Parent
NONE

equity fixed income adviser consumer separate accounts direct indexing

AXIOMA

Headquarters
NEW YORK, NY, USA

Parent
QONTIGO

equity SaaS separate accounts direct indexing

UBS

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

VIKING HARBOUR

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity SaaS separate accounts direct indexing

COMPOUND PLANNING

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

FIRST AFFIRMATIVE

Headquarters
COLORADO SPRINGS, CO, USA

Parent
NONE

equity sub-adviser separate accounts direct indexing

NATIXIS

Headquarters
BOSTON, MA, USA

Parent
NONE

equity SaaS sub-adviser separate accounts direct indexing

PARTI PRIS

Headquarters
MORRO BAY, CA, USA

Parent
NONE

equity SaaS householding separate accounts direct indexing

WEALTHFRONT

Headquarters
PALO ALTO, CA, USA

Parent
NONE

equity adviser consumer separate accounts direct indexing

SOFTPAK FINANCIAL SYSTEMS

Headquarters
SUDBURY, MA, USA

Parent
NONE

equity SaaS separate accounts direct indexing

ETHIC

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity sub-adviser separate accounts direct indexing

GLOBAL MACRO ASSET MANAGEMENT

Headquarters
LAS VEGAS, NV, USA

Parent
NONE

equity fixed income adviser sub-adviser separate accounts direct indexing

CANVAS

Headquarters
STAMFORD, CT, USA

Parent
FRANKLIN TEMPLETON

equity SaaS separate accounts direct indexing

JP MORGAN

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity fixed income SaaS sub-adviser separate accounts direct indexing

MORGAN STANLEY

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

NORTHFIELD

Headquarters
BOSTON, MA, USA

Parent
NONE

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

ADHESION WEALTH

Headquarters
CHARLOTTE, NC, USA

Parent
ASSETMARK

equity sub-adviser separate accounts direct indexing

RUSSELL INVESTMENTS

Headquarters
SEATTLE, WA, USA

Parent
LONDON STOCK EXCHANGE GROUP

equity fixed income sub-adviser separate accounts direct indexing

NORTHERN TRUST

Headquarters
CHICAGO, IL, USA

Parent
NONE

equity fixed income custodian sub-adviser separate accounts direct indexing

ALPHATHENA

Headquarters
CHICAGO, IL, USA

Parent
NONE

equity SaaS separate accounts direct indexing

INVESCO

Headquarters
ATLANTA, GA, USA

Parent
NONE

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

SIMCORP

Headquarters
COPENHAGEN , DK

Parent
NONE

equity fixed income SaaS separate accounts direct indexing

GOTHAM

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity hedge fund tax-aware long/short

NEUBERGER BERMAN

Headquarters
NEW YORK, NY, USA

Parent
NONE

equity fixed income sub-adviser separate accounts direct indexing

CREATIVE PLANNING

Headquarters
OVERLAND PARK, KS, USA

Parent
NONE

equity fixed income adviser separate accounts direct indexing

BROOKLYN INVESTMENT GROUP

Headquarters
BROOKLYN, NY, USA

Parent
NONE

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

SMARTHARVEST

Headquarters
TORRANCE, CA, USA

Parent
NONE

equity sub-adviser separate accounts direct indexing

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