Ategenos Wealth Platform

Authentic Partnership That
Seeks to Accelerate Growth

The Ategenos Wealth Platform exists at the intersection of three key areas: investment solutions, advisor support, and technology.

Through our platform, financial advisors receive access to an array of investment solutions, our concierge level of service and support infrastructure, and cutting-edge technology built for scale and efficiency.

Wealth Management Technology

Our holistic, scalable, data-driven technology aims to cover you through every step of the investment journey. Generate proposals, manage and track client portfolios, customize performance reports, outsource your billing and trading, access sophisticated tax management solutions, and solicit AI-driven data analytics—all through the same advisor portal. Clients can access a dedicated portal of their own, giving them a central home for financial information and insights.

Advisor Support Services

The Ategenos Wealth Platform offers a full suite of transition services to help streamline the onboarding process. We provide ongoing support in the form of dedicated client service specialists, trading support, billing and payout solutions, and full custodian support services.

The Ategenos Wealth Platform is designed to make your practice as seamless as possible. Centralizing services and solutions needed to run your business: investment programs and solutions, operations and advisor support services, research tools, alternative investments, tax management and impact overlay, and more. Thanks to white-label functionality, the platform can be branded with your logo, customized to meet your needs, and integrated into your advisory practice.

Holistic Wealth Management Solution

Holistic Wealth Management Services

A comprehensive home for your clients’ wealth, Ategenos is available to serve your clients beyond their investment needs. Through partnerships, we offer seamless wealth planning, credit solutions, and estate planning, all on the wealth platform—keeping you at the center of the client relationship.