We build powerful, practical solutions for RIAs. With backgrounds in technology, trading, and artificial intelligence, the UX Wealth team has created tools to help RIAs build a better future for themselves and their clients. Your business is the future. With confidence and knowledge, the future goes to the bold.
Co-Founder, CEO & CCO
Kyle’s passion is disruptive solutions. He spent a decade and a half listening to financial advisors and their clients. One thing became clear: advisors and their clients are looking for better solutions. As a leader, Kyle can deliver cutting-edge technology to help advisors grow their businesses, create better value-add, and improve investment outcomes for clients.
Kevin has over 25 years of experience in the investment management industry, initially focusing on product distribution leadership in both the retail and institutional space. More recently, Kevin has focused on private co-investments with family offices and building teams around algorithm-based investment strategies designed to challenge the status quo.
Director of Client Experience
Bridget has worked in the financial services industry for over 15 years. After graduating from the University of Denver’s Daniels College of Business, she joined a $10 billion RIA where she provided concierge services to top advisors and later to portfolio managers across the country. She has a holistic view of the financial industry and a deep understanding of RIA operations that emphasize a commitment to service and diligence for advisors and their clients. Bridget’s experience provides her with the ability to help advisors and their staff create elegant solutions to better serve clients and streamline operations.
Director of Trading
Billy has deep institutional trading experience rooted in building and maintaining trading operations. Taking his passion for financial markets has allowed him to trade various strategies across multiple custodians for tens of thousands of clients. As a trader, Billy’s consideration of capital markets, order management, and best execution allows UX Wealth to add a crucial value when trading client accounts. Billy is also a member of the Denver Security Traders Association, whose mission is to promote a spirit of cooperation among its members and to assist in maintaining the highest possible standards of ethical conduct in the trading of securities.
Director of Operations
Marc has been working in the financial services industry since 1999. He earned his degree in mathematics from Hobart College and has held FINRA Series 7, 24, 57, and 63 securities licenses. Marc has progressive experience in broker/dealer and trading operations within start-ups and multi-billion dollar organizations. He has a proven ability to streamline business operations that drive growth and increase efficiency and productivity. Marc is a member of the Denver Security Traders Association, whose mission is to promote a spirit of cooperation among its members and to assist in maintaining the highest possible standards of ethics conduct in the trading of securities. Outside of work, Marc enjoys spending quality time with friends and family but can also be found on long bike rides along Denver’s Front Range.
Director of Sales
Larry has over 35 years of industry experience as an advisor in-branch and sales management, product distribution, and consulting. Larry concluded that too much time is spent on what many firms consider “value add” services, but far too little focus on the most critical issue: robust investment options intended to improve investment outcomes for advisors and their clients. As a result, he joined UX Wealth Partners and their mission to bring 21st-century asset management solutions to advisors believing that Advisor + AI is a powerful combination.
Your business is the future. Ours is to get you there.
The UX Wealth Founding Team is comprised of some of the most brilliant minds in the financial-tech world, leveraging their expertise on your behalf.
The Game Is Afoot
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Our Blog. Made for You.
The world of financial technology is quickly changing. In this evolving landscape, we've taken the time to write down some of our best insights on the current market, as well as some thoughts on the potential future of the financial services world. We invite you to partake in these insights.
Man In The Machine
How UX Is Returning the Human to AI Portfolio Automation. Read More...
The RIA of the future is bold. And together with UX Wealth, a new frontier is at hand. To learn more about seeing a demo of the UX Platform in action, click the link below.