Ategenos Capital Launches the Ategenos Wealth Platform to Support RIAs

The Ategenos Wealth Platform is built to meet the needs of RIAs, family offices, and other financial institutions with a holistic wealth management technology and investment platform combined with unmatched advisor service and support.

BERWYN, Pa., May 8, 2024 Ategenos Capital ("Ategenos"), an employee-owned firm built to partner with financial institutions to deliver investment advisory solutions and concierge-level advisor service, today announced the launch of the Ategenos Wealth Platform built to provide a holistic, open architecture wealth management platform for RIAs, family offices, and other financial institutions.

"By leveraging our experienced team and partnerships with industry leading investment and technology providers, we are excited to deliver a flexible platform that can solve for multiple use cases," said Brendan McConnell, Chief Operating Officer of Ategenos Capital. "We are committed to helping advisors create operating leverage and efficiency, giving them the ability to focus on higher value client activities and growing their business."

The Ategenos Wealth Platform is a wealth management and technology platform (TAMP) designed to support advisors in four key areas to promote scale and growth: (1) technology, (2) operational and support services, (3) investment solutions, and (4) integrated wealth management solutions. The Ategenos Wealth Platform allows RIAs to leverage a multi-custody platform with Fidelity and Schwab as current options, and plans are in place to offer FNZ.

The open architecture platform delivers access to customizable investment programs, which include UMA and Advisor-as-Portfolio Manager, with thousands of investment products to choose from, including SMAs, FSPs, mutual funds, and ETFs. Along with unmatched operational service and support, the Ategenos Wealth Platform is custom configured and can be white labeled for each advisor firm to provide a streamlined proposal generation and onboarding experience, modern advisor and client portals, performance reporting, billing, trading, data aggregation, and more. Additionally, the Ategenos Wealth Platform comes equipped with a data analytics package and seamlessly integrates with third-party wealth management services, which include but are not limited to tax management, alternative investments, and cash and credit solutions.

"We are dedicated to providing an exceptional experience for advisors and their clients. We've built our firm around collaboration, trust, and comfort, creating a culture of hospitality that is designed to exceed expectations and anticipate needs. Advisors can lean on us to help maximize their business potential," said McConnell.

John Coyne, Chair of Ategenos, added, "At our prior firm, many of us helped pioneer one of the original independent TAMP offerings in the industry. It is exciting to see this wealth of industry knowledge combined with leading-edge technology being deployed to forge the next generation TAMP. The advisor experience will be unlike any other in the market today."

ABOUT ATEGENOS CAPITAL

Founded in 2022 by industry professionals, Ategenos is an independent and objective investment advisory partner, providing solutions and concierge-level service for advisors and their investors. Ategenos is focused on providing personalized support to advisors so they can spend more time with their clients. For more information, please visit www.ategenoscapital.com.

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