Ategenos Capital Launches the Ategenos Wealth Platform to Support RIAs
Summary
Along with unmatched operational service and support, the Ategenos Wealth Platform is custom configured and can be white labeled for each advisor firm to provide a streamlined proposal generation and onboarding experience, modern advisor and client portals, performance reporting, billing, trading, data aggregation, and more. Weve built our firm around collaboration, trust, and comfort, creating a culture of hospitality that is designed to exceed expectations and anticipate needs. John Coyne, Chair of Ategenos, added, "At our prior firm, many of us helped pioneer one of the original independent TAMP offerings in the industry. Founded in 2022 by industry professionals, Ategenos is an independent and objective investment advisory partner, providing solutions and concierge-level service for advisors and their investors. All opinions expressed herein constitute the author or quoted individual(s)s judgment as of the date of this document and are subject to change without notice.