Our Story

In the world of technology, UX stand for “User Experience.” User experience is a person's emotions and attitudes about using a particular product, system or service. Our business was born through an obsession with improving a client’s experience with your firm. We created a simple and beautiful solution that is powered by advanced technology.

The founders of UX Wealth couldn’t find a comprehensive RIA platform that could meet the increasing demands from today’s advisors and clients. They became tired of watching incremental changes being cheered as innovations. The frustration mounted as they began seeing professional advisors turning into life coaches in order to justify their fees. Portfolio management had become commoditized, and the team at UX wanted to change the game.

We believe that our RIA clients should be clearly differentiated in the marketplace, empowered by a technology suite that fuels your service model and completely validates your fees. Our advisors are breaking the cycle of self-defeating status quo in the industry, and we are helping them grow unbreakable businesses.

THE QUESTIONS THAT DRIVE US EVERYDAY:

  • What can we do that our competitors aren’t willing to do?
  • How can we prioritize our advisors’ brands over ours?
  • How can we use technology to improve investment outcomes?
  • How can we use technology to enhance the end-client experience?

Our Management Team

Kyle Wiggs

CEO / Co-Founder

Kyle’s passion is disruptive solutions. Through his career serving financial advisors and helping them find solutions that differentiate them from the status quo, Kyle has learned the difference between conventional and unconventional wisdom. When it became clear that the usual players weren’t going to make the kind of difference possible, Kyle partnered with his fellow leaders to empower transformational options. Today, Kyle is a managing partner for Thor Analytics, responsible for the growth and distribution. Having 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. They are looking for technology to distinguish their business while improving the investment outcomes for the clients they serve. In his leadership at Thor, Kyle is able to deliver cutting-edge technology to help advisors grow their businesses, create better value-add, and improve investment outcomes for clients.

Kevin Ramsier

Co-Founder

Kevin started his career in the financial services industry, and held leadership positions for multiple asset management firms. Seeing the need for firms to create better outcomes for clients, he became passionate about how technology was impacting the wealth management industry. He graduated with honors from Ohio Wesleyan University with a degree in Economics.

Marc van Rijssen

Director of Operations

Marc van Rijssen has been working in the financial services industry since 1999. He earned his BA in mathematics from Hobart College and holds FINRA Series 7, 24, 57, and 63 securities licenses. Mr. van Rijssen has progressive experience in broker/dealer and trading operations within start-ups and multi-billion dollar organizations. He has demonstrated ability to streamline business operations that drive growth and increase efficiency. He has strong qualifications in developing and implementing controls and processes in addition to productivity improvements and change management. He possesses solid leadership communication and interpersonal skills to establish rapport with all levels of staff and management. Marc was previously Head of Trading at Curian Capital and Head of Portfolio Operations at EQIS Capital Management.

Bridget Katz

Director of Client Experience

Bridget brings 15 years of experience to the financial services industry. She is a Colorado native and received her bachelor's degree from the University of Denver's Daniels College of Business. Her career has been focused on building strong relationships, collaborating with operations and compliance, and providing exceptional customer service.

Dan Mohr

Advisor Business Consultant

Dan has spent his 20 year career in the financial industry where he developed a diverse set of skills. From 401(k) employee education to retirement plan administration and distribution, he was always driven by a singular force: do what’s in the best interest of the end client.  Another powerful motivator was continual improvement and innovation.  He attended Purdue University, where he graduated with a degree in Business Management. Dan takes great pride in providing mentorship to others and advocating to break through the financial industry’s sea of sameness.

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UX Wealth Partners (hereafter UX) and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which UX maintains clients. UX may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. UX’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of UX’s web site on the Internet should not be construed by any consumer and/or prospective client as UX’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by UX with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of UX, please contact the SEC, FINRA or the state securities regulators for those states in which UX maintains a filing. A copy of UX’s current written disclosure statement discussing UX’s business operations, service, and fees is available from UX upon written request. UX does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to UX’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.