Tax Alpha Insider

Tax Alpha Insider

Direct indexing market map - Jan 2025 edition

New entrants, partnerships, and a big exit

Brent Sullivan's avatar
Brent Sullivan
Jan 24, 2025
∙ Paid
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It’s been 6 months since I last shipped this market map. My plan is quarterly from here on out.

This is the permanent link to the most current market map.

In the future, I’ll show the difference between versions. But for now, the big changes include:

  • Morningstar exiting the direct indexing business

  • Aris and its partnership with Callan

  • Double entering the D…

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