Thrilled to be included in Brent Sullivan's Direct Indexing Market Map - and to help make tax-advantaged investment strategies more accessible!
v5 of the Direct Indexing Market Map trims the fat and adds a little SaaS. Permalink: https://lnkd.in/gf26vKfB Changelog: • Simplified the categories to adviser, TAMP, consumer • Removed a half dozen adjacent, though not specifically DI, vendors • Added Syntax Data (granular company exposure) • Added LifeYield (tax-efficiency) • Added Arta Finance (consumer direct indexing) • Added C8 Technologies (adviser direct indexing) • Removed the fluffy retail adviser section to focus on vendors Feedback? Add a comment or shoot me a DM.