A complete list of active advisors currently associated with Platform Technology Partners

Warmer can help you find a great advisor at Platform Technology Partners or one who fits your needs even better.

Platform Technology Partners serves individuals (including high‑net‑worth clients), retirement plans, trusts, estates, charitable organizations, corporations, and other investment advisers and their investment adviser representatives. The firm provides discretionary and non‑discretionary portfolio management across publicly traded securities, mutual funds and ETFs, may recommend privately held or illiquid alternative investments and private funds when suitable, and offers financial consultation services on an hourly or flat‑fee basis. PTP’s investment process begins with client interviews to establish risk tolerance, time horizon and objectives and typically allocates across independent managers, mutual funds, ETFs and individual securities; clients are expected to participate in forming the investment plan and PTP conducts ongoing monitoring and rebalancing. The firm also places qualified clients into pooled vehicles and private funds it manages or sponsors, and implements client trading through recommended custodial platforms. What is noteworthy relative to peers is PTP’s active role with pooled investment vehicles and private funds — including serving as a manager/sponsor and sharing revenue with Ursula Capital — and its ownership ties to United Atlantic Capital and related adviser entities. The firm’s network model, in which IARs may also be registered representatives with Spire Securities and licensed insurance agents, combined with a separate family‑office services entity (FOAS), creates an adviser structure that blends pooled‑vehicle management, brokerage/insurance activities and concierge family‑office offerings; ongoing comprehensive financial planning is not presented as a core service.

To learn more about the advisors currently working at Platform Technology Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.