Parti Pris Investment Partners: Help Financial Advisors Simplify the Delivery of Personalized Tax-Aware Investing
Mission: At Parti Pris, our goal is to provide financial advisors with intuitive tools that simplify the delivery of personalized, tax-aware portfolios at both individual and household levels.
About Us: Founded in 2019, Parti Pris Investment Partners, Inc. is at the forefront of the personalized investment revolution as a wealthtech provider and investment manager. We cater to Financial Advisors and Wealth Managers, offering a cloud-powered SaaS platform for tax-optimized investment services, seamlessly handling personalized individual client accounts and multi-account household family portfolios. We have offices in Morro Bay, California and Renton, Washington.
Flagship Product - Advisor WealthDesign™:
- Offers portfolio automation and scalability.
- Enables Financial Advisors and Wealth Managers to provide tailored tax-optimization services.
- Features the unique Advisor SketchBook™ UI for a workflow-driven experience.
- Comes with an extensive API library for flexible integration and headless tax-optimization.
Personal Portfolio Solutions:
- An outsourced investment management solution built on the Advisor WealthDesign™ platform.
- Assists Financial Advisors in expanding their clientele with the power of tax transition proposal generation met with hyper portfolio personalization.
- Ensures meticulous management of individualized, tax-conscious investment portfolios.
Revenue Model: We have a dual revenue model that encompasses subscription-based fee minimums plus tiered fees tied to Assets under Administration (AUA) or Assets under Management (AUM) on our platform.
Target Audience: Registered Investment Advisors, Family Offices, TAMPs, Private Banks, and Independent Broker/Dealers.
Industry Experience: Parti Pris stands distinguished with a robust blend of investment management and tech prowess. Our specialty lies in harnessing optimization technology to manage personalized individual accounts and multi-account households, placing a premium on tax management, portfolio risks, and client personalization.
Team: Spearheaded by founders Art Lutschaunig and Joe Smith, CFA, Parti Pris benefits from their vast industry experience with notable firms like Fidelity Strategic Advisors, Morningstar Investment Management, Charles Schwab, Russell Investments, and Orion Advisor Solutions.
Funding: We are on the lookout for a $2 million capital infusion to turbocharge our growth initiatives. This funding will cater to finalizing the development of the Advisor WealthDesign™ platform, help onboard investment and client service staff, and supplement sales & marketing efforts with our distribution partners as we go to market formally in 2024.
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