As traditional TAMPs race to differentiate through digital tools, Brookstone Capital Management has charted a different course. By combining sophisticated technology with intensive practice development support, succession planning expertise, and deep insurance knowledge, the firm has created a partnership model that delivers what advisors need most: a clear path to sustainable growth.
Designed to help advisors solve common business challenges while propelling their business growth, these services include client meeting support, virtual assistant support, and scalable and affordable financial planning and risk management tools.
Smartleaf Asset Management (SAM) is redefining TAMP capabilities with automated, household-level tax optimization. While many firms struggle to implement true UMH solutions, SAM seamlessly delivers real automation, freeing advisors from manual portfolio management while enhancing tax efficiency. With proven results in market volatility, daily tax savings reports, and scalable personalization, Smartleaf empowers advisors to focus on client relationships and strategic guidance.
In an industry racing toward consolidation, USA Financial Exchange has built its TAMP around a radical idea: let advisors be themselves. Through integrated services, flexible technology, and a commitment to peer networking, the firm demonstrates how putting relationships first can create stronger partnerships between advisors and their platform provider.
Amplify’s growth in 2024 was fueled by the addition of several industry veterans to its team. The roster of leaders represent decades of collective expertise, each poised to accelerate the company’s trajectory.
As advisory firms struggle to scale custom portfolio solutions and alternative investments, GeoWealth is carving out a unique position in the TAMP space. With new partnerships with BlackRock and Goldman Sachs, plus the rollout of alternatives in UMAs, the platform is helping advisors serve both mass affluent and high-net-worth clients without sacrificing efficiency or control.
While many financial advisors dream of independence, they often fear losing the infrastructure and support of larger institutions. Dynamic Advisor Solutions has cracked this code by offering advisors true autonomy while providing comprehensive technology, compliance, and operational support.
