AFFORDABLE ETF WHITE-LABEL SERVICES FOR PASSIONATE ENTREPRENEURS


  • Affordability – We maintain low overhead and pass the savings on to you


  • High Quality – We are technology-driven and detail-oriented


  • ETF Passion – We simply love ETFs and seek to promote their growth

We launched our asset management business in 2010 and provided seperately managed accounts for ultra-high-net-worth individuals. In 2012 we dug into the mechanics of the ETF structure. We quickly realized that the exchange traded fund vehicle was the future of asset management. ETFs can deliver investment solutions at lower-costs,  with more transparency, and superior tax-efficiency.

In 2014, we raised some venture capital, rolled up our sleeves, and spent the next 6 years building and growing our internal ETF platform. We built an efficient, affordable, and scalable technology platform to facilitate the launch of our own internal ideas.

In 2018 things changed. We were approached by Perth Tolle to help her launch an ETF based on her intellectual property. Our initial reaction was to keep out ETF platform private. However, Perth, who had been doing due diligence on ETF white label providers for several years, was adamant that our ETF capabilities were extremely unique and that we could help entrepreneurs launch their own ETF products at affordable costs.

She confronted us with a fundamental question:

Why would you NOT allow others to use your platform?


Perth was right…and our ETF Architect business was born.

Are you ready to launch an ETF?

Contact Us

WE ARE EFFICIENT

Affordability

WE ARE DETAILED-ORIENTED

High-Quality

WE LOVE ETFS

Passionate

ETF WHITE-LABEL SERVICES: A ONE-STOP SHOP

  • Our solution is comprehensive and we can help you launch both passive and active ETFs via our exemptive relief from the SEC under the Investment Company Act of 1940.
  • We are selective: we only partner with firms with at least $500k in working capital and a minimum of $5mm in initial seed capital.

Planning is the first phase of bringing an ETF to market. A few of the items we’ll take care of in this phase are as follows:

  • Implementation timeline
  • Regulatory workplan
  • Distribution workplan
  • Economics, pro forma finalization
  • Contracting, licensing as needed
  • Competitor analysis
Let’s Get Started

Planning is the first phase of bringing an ETF to market. A few of the items we’ll take care of in this phase are as follows:

  • Index creation / data construction
  • Registration / prospectus drafting
  • Iteration with regulatory agencies
  • Data controls established
  • Vendor management
  • Board approval, Trustee engagement
Let’s Get Started

Planning is the first phase of bringing an ETF to market. A few of the items we’ll take care of in this phase are as follows:

  • Basket creation
  • Exchange listing completion
  • Marketing coordination
  • Capital markets management
  • Seed capital deployment
  • Index coordination (as required)
Let’s Get Started

Planning is the first phase of bringing an ETF to market. A few of the items we’ll take care of in this phase are as follows:

  • Vendor management
  • Printing / filing
  • Regulatory disclosures
  • Liquidity assessments and filings
  • Ongoing marketing
  • Invoicing / vendor payments
Let’s Get Started

Ready to launch your ETF?


Let us help.

Contact Us