UX Wealth Email Format
Financial ServicesColorado, United States11-50 Employees
UX Wealth Partners operates a turnkey asset management platform designed for growth-oriented independent RIAs. Its platform integrates portfolio management with AI-powered trading, automated billing, performance reporting, and risk assessment, and it offers a comprehensive AI-based business transformation for partner firms, including branding and client communications. Based in Centennial, Colorado, the company serves independent RIAs seeking scalable capability without the bureaucracy or high fees associated with larger institutions. It positions itself within financial services as a provider that enables smaller advisory firms to access investment models, execution capabilities, and risk analytics normally associated with larger firms. A notable recent development is the September 2024 launch of its Xperience platform.