Ritholtz Wealth Management (RWM) has teamed up with Upside, a technology provider for investment advisors, to launch a new wealth management solution called Liftoff for emerging investors.
The new solution, which will leverage Upside’s platform, will offer RWM’s proprietary asset allocation strategies to emerging affluent investors.
Go deeper with GlobalData
Access deeper industry intelligence
Experience unmatched clarity with a single platform that combines unique data, AI, and human expertise.
As part of the deal, Ritholtz and Josh Brown, CEO’S of Ritholtz Wealth Management, will join Upside’s board of advisors.
Liftoff will include information about investors’ unique financial situations and personal risk tolerances to identify portfolios that will allow them to reach their goals.
Upside said that the Liftoff platform will use low-cost exchange traded funds and tailors a portfolio for each client’s financial situation and risk tolerance.
Barry Ritholtz said: "We created Liftoff for investors who haven’t traditionally been served by thoughtful, high-quality financial advisory firms."
US Tariffs are shifting - will you react or anticipate?
Don’t let policy changes catch you off guard. Stay proactive with real-time data and expert analysis.
By GlobalDataJuney Ham, co-founder and President of Upside, said: "Their impact and influence on the investment advisory ecosystem through their television appearances, books, columns and social media efforts are absolutely unmatched. We’re looking forward to utilizing their knowledge and perspectives to enhance our investment strategy and product roadmap."
