Tactive
Tactive is a WealthTech company and SEC-Registered Investment Advisor offering a Turnkey Asset Management Platform and tactical, automated active-investing strategies to individual investors, RIAs, and 401(k) plan sponsors using quantitative MarketGauge models.
- Company typePrivate
- Founded2021
- HeadquartersJacksonville, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingSoftware
What Tactive does
Tactive is an SEC-Registered Investment Advisor operating a digital WealthTech platform that delivers tactical, active, blended-model investment strategies to individual investors, financial advisors, and employer plan sponsors. Founded in 2021 in Jacksonville, Florida as Strategy Marketplace, LLC (dba Tactive), the company launched its flagship WealthTech Space platform on September 29, 2022, after founder Joseph Gissy built it to provide retail access to institutional-quality active strategies historically reserved for large investors. The platform's underlying technology combines quantitative trading models licensed through a strategic partnership with MarketGauge (including a proprietary Trend Strength Indicator, plus six named models covering small-cap earnings growth, alpha rotation, Nasdaq 100 leaders, ETF completion, large-cap leaders, and quantum-jump sector rotation) with automated trade execution and drawdown-minimization logic custodied at Interactive Brokers, Charles Schwab, and TD Ameritrade.
The product architecture spans four distribution layers delivered from a single platform: a self-serve digital app (invest.tactivewealth.com) with a $5,000 minimum for individual investors, dedicated wealth-advisor services for clients at the $50,000+ level, a three-tier Turnkey Asset Management Platform (TAMP) for Registered Investment Advisors—IAR, Money Manager, and RIA Firm—bundling compliance (RIA in A Box), CRM (Redtail), e-signature (DocuSign), and discounted add-ons for analytics and marketing tools (Black Diamond, Orion, Asset Map, Snappy Kraken, Kwanti, Ethos, SmartAsset), and a digital 401(k)/403(b) administration platform with 3(16) fiduciary services integrated to approximately 14 payroll providers (ADP, Gusto, Paychex, QuickBooks, Rippling, Paylocity, Namely, Onpay, Ultipro, RUN Powered by ADP, Payroll Network, Starpay, Automatic Business Computing, Balance Point).
Tactive generates revenue primarily through a 0.65% annual platform fee on assets under management (billed monthly), subscription fees for its TAMP packages to RIAs/IARs, and fees from 401(k) plan administration services for plan sponsors, with custody and trading conducted via third-party custodians rather than balance-sheet capital. The company operates four concurrent go-to-market motions—product-led growth for self-directed investors, sales-led through wealth advisors, channel/reseller via the TAMP, and direct enterprise sales for retirement plans—and is a privately held, founder-owned Delaware LLC (Tactive Advisors, LLC) with a single disclosed funding round of approximately $1.8M in January 2022 and no parent or holding structure per available source material. Leadership comprises founder/CEO Joseph Gissy and COO Rick Dwyer. Industry recognition includes the 2021 WealthManagement.com Industry Award and consecutive WealthTech 100 Honors in 2021 and 2022.
Tactive firmographics
Firmographics- Name
- Tactive
- Legal name
- TACTIVE ADVISORS, LLC
- Website
- https://tactivewealth.com
- Company type
- Private
- Founded year
- 2021
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Tactive is a WealthTech company and SEC-Registered Investment Advisor offering a Turnkey Asset Management Platform and tactical, automated active-investing strategies to individual investors, RIAs, and 401(k) plan sponsors using quantitative MarketGauge models.
- Ownership category
- akta.pro rank
Tactive industry classification
Industry- Product category
- WealthTech / Digital Investment Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)
- SIC
- Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ), Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Automated Rebalancing, Tax-Loss Harvesting & Tax-Optimized Investing Tools (FSAGAEAE)
Keywords
Where Tactive is headquartered
LocationHeadquarters
- HQ city
- Jacksonville
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Tactive business model
Business model- GTM type
- B2B and B2C
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure, Others
Revenue model
- Platform Advisory Fees: Tactive charges an annual platform fee of 0.65% on assets under management. For a $10,000 investment, the annual fee is $65; for $100,000, it's $650. Fees are automatically withdrawn monthly and appear as a line item on client statements. Additional custodian trading fees may apply using stocks with no trading fees and low-cost ETFs.
- 401(k) Plan Services: Tactive provides full 401(k) and 403(b) plan administration services including recordkeeping, compliance, payroll integrations, and 3(16) fiduciary services with competitive, transparent pricing for plan sponsors.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Monthly | Self-Directed Investor Platform |
| Subscription | Monthly | Wealth Advisor Managed Accounts |
| Other | Monthly | 401(k) Plan Services |
| Subscription | Monthly | TAMP for RIAs |
Go-to-market motion4 records
Distribution channels4 records
Marketing channels9 records
Tactive product offering
Product offeringCore offering
Tactive operates a digital WealthTech platform that delivers automated tactical, active, blended-model investment strategies to individual investors and financial advisors. It offers a self-directed consumer investing platform (WealthTech Space), a Turnkey Asset Management Platform (TAMP) for RIAs/IARs with compliance, onboarding, and back-office tooling, and a 401(k)/403(b) retirement plan administration platform for plan sponsors with payroll integrations and 3(16) fiduciary services.
Product overview
Tactive is a digital investment platform combining a core WealthTech Space platform with modular add-ons and professional services. The core platform provides automated tactical active investing through a consumer-facing app (WealthTech Space) and a TAMP solution for financial advisors. The TAMP (Turnkey Asset Management Platform) offers packages for Money Managers, Independent Advisors, and RIA Firms with tools for automated trading, billing, compliance, and back-office operations. Additional offerings include a 401(k) retirement plan platform with 3(16) plan administration services. The investment models (MarketGauge Strategist Models) include Small Cap All Stars, Alpha Rotation, Nasdaq 100 All Stars, ETF Complete, Large Cap Leaders, and Quantum Jump strategies. Tactive also provides dedicated wealth advisory services for clients wanting personalized guidance.
Differentiator
Problem solved
Functional benefit
Products and services
- Tactive WealthTech Space Core digital investment platform that delivers automated tactical active investing for retail investors and financial advisors, featuring a risk-tolerance quiz, strategy recommendation, and automatic trade execution.
- Tactive Wealth Advisors Dedicated wealth advisors who customize financial plans based on individual goals and provide hands-on investment management alongside the WealthTech Space platform.
- TAMP Services for RIAs and IARs Turnkey Asset Management Platform providing a comprehensive tech stack for RIAs and IARs, including automated trading, billing, compliance support, client onboarding, and back-office operations across Money Manager, Independent Advisor, and RIA Firm tiers.
- 401(k) Platform Digital retirement plan platform enabling companies to offer and administer 401(k) or 403(b) plans with automated payroll integrations, plan design, compliance testing, Form 5500 filing, and reduced fiduciary burden.
- MarketGauge Strategist Models Collection of quantitative trading models developed by MarketGauge and offered on the Tactive platform, including MG Small Cap Earnings Growth, MG Alpha Rotation, MG Nasdaq 100 All Stars, MG ETF Complete, MG Large Cap Leaders, and MG Crypto Quant.
- Small Cap All Stars Model Quantitative strategy ranking Russell 2000 components based on growth criteria and proprietary Trend Strength Indicator, rotating monthly into five leading stocks with stops and targets.
- Alpha Rotation Model Quantitative strategy using intermarket relationships, market internals, and proprietary risk gauges to determine risk-on or risk-off allocation to major index, U.S. Treasuries, or cash.
- Nasdaq 100 All Stars Model Quantitative strategy ranking NASDAQ 100 components based on proprietary Trend Strength Indicator, rotating monthly into five leading stocks with stops and targets.
- ETF Complete Model Quantitative strategy ranking and trading top-three leading ETFs in three categories: U.S. sectors, country ETFs, and global macro ETFs for broad worldwide exposure.
- Large Cap Leaders Model Quantitative strategy combining trend strength and momentum ranking of S&P 500 components, rotating monthly into seven leading stocks with additional sector concentration filters.
- Quantum Jump Model Sector rotation model that exploits changing cycles while using a risk management overlay to limit drawdowns, with monthly reallocation and the ability to move to bonds when markets shift out of favor.
Quantifiable outcome
- Platform fee of 0.65% annually (e.g., $65/year on $10,000 investment)
- +2 more outcomes
Companies that use Tactive
Customer profileSegments4 records
Ideal customer profiles4 records
Tactive technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration33 records
AI capability4 records
Feature5 records
Tactive partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Interactive Brokers LLCcoreInteractive Brokers serves as the primary custodian for self-directed Tactive accounts. Founded in 1978, it operates the largest electronic trading platform in the U.S. by number of daily average revenue trades and is publicly traded on Nasdaq as IBKR.
- Charles SchwabcoreCharles Schwab is available as a custodian option for clients working with Tactive Wealth Advisors, alongside Interactive Brokers and TD Ameritrade.
- TD AmeritradecoreTD Ameritrade is available as a custodian option for clients working with Tactive Wealth Advisors.
- MarketGaugecoreMarketGauge provides quantitative investment models and strategies to Tactive's platform. Founded 20 years ago by successful floor traders turned hedge fund managers, MarketGauge's mission is to provide strategic and actionable information that empowers investors. Tactive offers multiple MarketGauge models including MG Small Cap Earnings Growth, Alpha Rotation, Nasdaq 100 All Stars, ETF Complete, Large Cap Leaders, and Quantum Jump.
Scale indicators2 records
Recent moves7 records
Expansion highlights5 records
Tactive competitors and assessment
Company assessmentDirect peers
- Envestnet: Largest TAMP/advisor tech platform serving RIAs with portfolio management, reporting (Black Diamond), and turnkey asset management. Directly competes with Tactive's TAMP offering for the same advisor customers, though at much greater scale and breadth.
- Orion Advisor Tech: TAMP and portfolio accounting platform for RIAs offering model marketplace, rebalancing, performance reporting, and CRM-adjacent tools. Competes head-to-head with Tactive's Money Manager and RIA Firm tiers for advisor AUM.
- Advyzon: Cloud-based TAMP built for small and mid-sized RIAs with portfolio management, CRM, client portal, and reporting. Closely comparable to Tactive's TAMP scope and target advisor segment.
- Betterment: Largest independent digital RIA in the U.S. offering automated portfolio management to retail investors. Directly competes with Tactive's WealthTech Space for self-directed retail AUM, though Betterment uses passive rather than tactical strategies.
- Wealthfront: Digital wealth platform offering automated investing, savings, and financial planning to retail customers. Competes with Tactive's self-directed platform for the same tech-forward retail segment.
- M1 Finance: Hybrid digital wealth platform combining automated portfolio management with active user control over allocations ('pies'). Comparable to Tactive's blend of automation and investor customization.
- Empower Personal Dashboard: Hybrid digital wealth and personal financial management platform (formerly Personal Capital) combining automated investment management with human advisor access. Closely mirrors Tactive's dual retail/advisor model.
- Nitrogen (formerly Riskalyze): Advisor-facing risk tolerance and client engagement platform used by RIAs for risk assessments and portfolio construction. Comparable to Tactive's risk-quiz-driven strategy matching and advisor-tool positioning.
- Black Diamond (Envestnet): Portfolio reporting and performance platform for advisors, integrated into Tactive's RIA Firm tier as an add-on. Directly overlaps with Tactive's advisor reporting and dashboard features.
Broad incumbents
- Schwab Advisor Services: Custodial and TAMP-like service from Charles Schwab serving RIAs with custody, trading, and turnkey technology. Competes with Tactive's TAMP while also serving as a custodian option on Tactive's wealth-advisor platform.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Tactive social profiles
Digital presenceTactive financial estimates
Financial estimateRevenue estimate
Valuation estimate
Tactive leadership team
Management profileNumber of profiles
Profiles2 records
Tactive funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Tactive M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Tactive
What does Tactive do?
Tactive operates a digital WealthTech platform that delivers automated tactical, active, blended-model investment strategies to individual investors and financial advisors. It offers a self-directed consumer investing platform (WealthTech Space), a Turnkey Asset Management Platform (TAMP) for RIAs/IARs with compliance, onboarding, and back-office tooling, and a 401(k)/403(b) retirement plan administration platform for plan sponsors with payroll integrations and 3(16) fiduciary services.
Is Tactive a public or private company?
Tactive is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Tactive founded?
Tactive was founded in 2021. It employs 11 to 50 people.
Where is Tactive based?
Tactive is headquartered in Jacksonville, United States, in the North America region.
How does Tactive make money?
Two revenue lines are on record. Platform Advisory Fees are the primary driver. The others are 401(k) Plan Services.
Who are Tactive's main competitors?
Direct peers on record are Envestnet, Orion Advisor Tech, Advyzon, Betterment, Wealthfront, M1 Finance, Empower Personal Dashboard, Nitrogen (formerly Riskalyze) and Black Diamond (Envestnet). Schwab Advisor Services is listed as a broad incumbent.
Does Tactive have an API?
No public API is recorded for Tactive.
What industry is Tactive in?
Tactive's product category is WealthTech / Digital Investment Platform. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAAACAJ, Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward). Its NAICS code is 523940 and its SIC code is 6200.