UX Wealth Partners Company Profile

Background

Founded in 2020, UX Wealth Partners is a privately held investment advisory firm headquartered in Centennial, Colorado. The company specializes in providing financial advisors and Registered Investment Advisors (RIAs) with a comprehensive, technology-driven platform that leverages Artificial Intelligence (AI) and Machine Learning (ML) to optimize investment strategies and enhance client outcomes.

Key Strategic Focus

UX Wealth Partners is dedicated to revolutionizing traditional investment management by integrating advanced AI and ML technologies. The firm's core objectives include:

Investment Selection: Utilizing AI and ML algorithms to refine the investment selection process, ensuring advisors can offer superior investment options to their clients.

Technology Integration: Providing a sophisticated platform that encompasses trading, billing, reporting, and customer relationship management (CRM) tools, streamlining operations for financial advisors.

Flexibility and Support: Offering customizable features tailored to advisors' unique requirements, coupled with comprehensive support services to maximize platform utilization.

Financials and Funding

As of May 2025, UX Wealth Partners manages approximately $941.1 million in assets under management (AUM) across 7,486 client accounts. The firm operates with a team of seven employees, including four financial advisors.

Technological Platform and Innovation

UX Wealth Partners distinguishes itself through its proprietary technological platforms and innovative methodologies:

AI-Driven Investment Platform: The firm employs AI and ML algorithms to enhance investment selection and risk management, reducing human intervention and operational costs.

Comprehensive Technology Suite: The platform includes tools for trading, billing, reporting, and CRM integrations with systems like RedTail, Wealthbox, and Salesforce, facilitating efficient operations for advisors.

Leadership Team

Kyle Wiggs: Co-Founder, Chief Executive Officer, President, and Chief Customer Officer. With over 30 years of experience in advisor interactions, Kyle co-founded UX Wealth Partners to address the industry's need for a comprehensive, technology-driven solution.

Brad Roth: Chief Investment Officer. Appointed in March 2025, Brad brings extensive expertise in investment management to the firm.

Leadership Changes

In March 2025, UX Wealth Partners appointed Brad Roth as Chief Investment Officer, succeeding the previous CIO.

Competitor Profile

Market Insights and Dynamics

The financial advisory industry is experiencing a paradigm shift with the integration of AI and ML technologies. Firms are increasingly adopting these technologies to enhance investment strategies, improve client outcomes, and streamline operations.

Competitor Analysis

Key competitors in the AI-driven investment management space include:

Addepar: Offers data aggregation and analytics for investment portfolios, focusing on wealth management firms.

RightCapital: Provides financial planning software with integrated tax planning and retirement analysis tools.

eMoney Advisor: Delivers comprehensive financial planning solutions with a focus on client engagement and advisor efficiency.

Morningstar: Renowned for investment research and management services, offering a range of tools for advisors.

Orion Advisor Solutions: Provides portfolio management, reporting, and billing solutions tailored for financial advisors.

Strategic Collaborations and Partnerships

UX Wealth Partners has established significant partnerships to enhance its platform capabilities:

StratiFi: Integrated risk profiling and proposal software to assist advisors in assessing client risk and creating tailored investment strategies.

MyStockDNA: Collaborated to launch an AI-driven Unified Managed Account (UMA) platform, offering advanced investment solutions.

Operational Insights

UX Wealth Partners differentiates itself through its AI-driven platform, offering advisors a comprehensive suite of tools that streamline operations and enhance client engagement. The firm's emphasis on technology and innovation positions it competitively in the evolving financial advisory landscape.

Strategic Opportunities and Future Directions

Looking ahead, UX Wealth Partners aims to expand its technological offerings, further integrating AI and ML capabilities to provide cutting-edge solutions for financial advisors. The firm is committed to continuous innovation, ensuring its platform remains at the forefront of the industry.