THRYVE Wealth Management
For Financial Advisors

Build your book.
Own the firm.

At THRYVE, advisors are equity owners. You don't clock in. You build the place. Institutional tech, a thesis you can sell without apology, and a deal structure designed around the one thing that actually compounds: ownership.

The Opportunity

Your equity. Your legacy.
Your firm.

The industry is consolidating. PE is extracting value. THRYVE is building something different: a platform where advisors become owners, share in the upside, and build lasting equity in a firm they can be proud of.

YOUR EQUITYYOUR LEGACYYOUR FIRM
What You Get

Everything you need to build and thrive.

Equity Ownership

Every advisor becomes an equity owner, has a seat at the table and a share of the value you build. Additionally, there are long-term advantages through multiple expansion.

AI-Driven Tech Stack

eMoney, Salesforce, Orion, Vestmark VAST: fully integrated, AI-powered, built to scale your practice.

Forward-Looking Investing

Focused on transformative opportunities that will help shape the next evolution of progress and change. Active algorithm driven tax management. Exclusive access to alternatives.

Fiduciary

No products. No commissions. Our loyalty is to our clients and advisors, and our only measure of success is theirs.

100+ Years Combined Experience

With combined team experience of over 100 years in wealth management, our team offers significant depth and expertise across leading institutional firms.

Allowing You to Focus on Clients

Best-in-class tech stack, financial planning, forward-looking investment platform, operations support, family office services, marketing, and regulatory & compliance, all handled.

The Transition Process

Your 90-Day Transition Map.

Transition is the #1 friction point in any advisor decision. THRYVE provides dedicated team support across legal, operations, custodian relations, and client communication, so your book stays protected.

Day 0
Sign
  • ›Letter of intent
  • ›NDA in place
  • ›Complete all agreements
  • ›Clock starts
Day 1–14
Prep
  • ›Legal & compliance review
  • ›Client roster collected & custodian paperwork sent
  • ›Client letters mailed
Day 15–45
Migration
  • ›ACAT begins
  • ›Client welcome letter
  • ›New tech onboarding (Salesforce, eMoney, Orion)
Day 45–75
Integration
  • ›Planning conversations
  • ›Investment transition plan creation
  • ›Marketing strategy 1.0
Day 76–90
Launch Assessment
  • ›Transition plans reviewed & audited
  • ›Equity vesting clock confirmed
Start the Conversation
“Your practice. Your equity. Your future.”
ALL CONVERSATIONS ARE STRICTLY CONFIDENTIAL.