Gideon Strategic Partners
Gideon Strategic Partners is a boutique, founder-led wealth management firm managing over $1 billion for high-net-worth individuals, entrepreneurs, and corporate executives across five U.S. offices, delivering tax-efficient financial planning, asset management, estate planning, insurance, and institutional-grade alternative-investment access.
- Company typePrivate
- Founded2012
- HeadquartersLos Angeles, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Gideon Strategic Partners does
Gideon Strategic Partners is a privately held, boutique wealth management firm founded in 2012 by Robert D. Amoruso and headquartered in Century City, Los Angeles, with additional offices in San Francisco, New York, Miami, and Baltimore. The firm serves high-net-worth individuals and families, entrepreneurs and business owners, corporate executives, and corporate clients through two service lines — Private Client Services (financial planning, asset management, tax-efficient investment strategies, estate/gift/trust planning, risk management, education planning, and budgeting) and Corporate Client Services (executive benefits and employee benefits). Its core differentiator is tax-structuring depth (SMAs inside variable universal life and Private Placement Variable Life Insurance, 1031 exchanges, donor-advised funds, South Dakota trusts), complemented by access to alternative investments typically reserved for institutions.
The firm's technology stack is assembled rather than proprietary: eMoney Advisor for financial planning and Monte Carlo modeling, Black Diamond for consolidated portfolio reporting, Juniper Square for alternative-investment reporting, and Pershing, Fidelity, and Schwab for custody and trade execution. Client onboarding and relationship management are partner-led, with a 30+ person leadership team organized into Investments, Financial Planning, Advanced Markets, Underwriting, Operations, and Communications functions. The CIO (Erik Oros) runs an internal Investment Committee and oversees a proprietary private markets access platform, with the firm holding board seats at portfolio companies including OTTO Aviation, FusionIQ, RADAR, and Osteal Therapeutics.
Revenue is generated through AUM-based advisory fees on more than $1 billion in client assets (since 2016 independence), customized financial planning engagements, insurance and annuity commissions across 15+ carrier partners, executive benefits consulting, and carried interest or fee participation on the alternative-investments platform. Go-to-market is relationship-driven, supported by a sustained content engine (monthly market commentary, bimonthly CTO research notes, educational video library) and inbound from speaking engagements at PwC, Pepper Hamilton, and the Private Placement Insurance Forum. The firm is independently owned (LLC, not affiliated with its broker-dealer Simplicity Investments), with no disclosed institutional shareholders, funding rounds, or revenue figures.
Gideon Strategic Partners firmographics
Firmographics- Name
- Gideon Strategic Partners
- Legal name
- GIDEON STRATEGIC PARTNERS LLC
- Website
- https://gideonsp.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Gideon Strategic Partners is a boutique, founder-led wealth management firm managing over $1 billion for high-net-worth individuals, entrepreneurs, and corporate executives across five U.S. offices, delivering tax-efficient financial planning, asset management, estate planning, insurance, and institutional-grade alternative-investment access.
- Ownership category
- akta.pro rank
Gideon Strategic Partners industry classification
Industry- Product category
- Wealth Management and Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO) (FSABADAK), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Trust, Fiduciary & Estate Planning Services (FSABADAG)
Keywords
Where Gideon Strategic Partners is headquartered
LocationHeadquarters
- HQ city
- Los Angeles
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
Gideon Strategic Partners business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees (AUM-based): Recurring fee on assets under management; firm manages over $1 billion in client assets across registered portfolios and private markets access platform.
- Financial Planning Fees: Charges for personalized financial planning services including retirement, education, estate/gift/trust, and tax planning engagements.
- Insurance & Risk Management Commissions: Commission-based revenue from placement of life insurance (variable, traditional, COLI, PPLI), disability income, and annuity products via carrier partners.
- Executive Benefits & Employee Benefits Consulting: Corporate client services include SERPs, deferred compensation, supplemental disability, and employee benefits plan consulting for businesses.
- Alternative Investments / Private Markets Access: Firm provides access to alternative investments (private equity, private debt, real estate, secondaries, venture capital) through proprietary platform, often with carried-interest or fee participation.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Custom AUM-based advisory fees; quote-based for HNW clients |
| Other | Annual | Custom Financial Planning engagements |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels8 records
Gideon Strategic Partners product offering
Product offeringCore offering
Gideon Strategic Partners delivers personalized wealth advisory services through two parallel service lines. Private Client Services bundles holistic financial planning, discretionary asset management, tax-efficient investment strategies, estate/gift/trust planning, risk management, education planning, and budgeting/expense management for high-net-worth individuals and families. Corporate Client Services designs and implements executive benefits programs (deferred compensation, executive carve-outs, supplemental disability) and employee benefits packages for businesses. The firm also provides access to institutional-grade alternative investments via a proprietary private markets platform.
Product overview
Gideon Strategic Partners is a single wealth-management firm organized around two client-facing service lines: Private Client Services and Corporate Client Services. Private Client Services bundles Financial Planning, Asset Management, Tax Efficient Investment Strategies, Estate/Gift & Trust Planning, Risk Management, Education Planning, and Budgeting & Expense Management into one holistic offering for individuals and families. Corporate Client Services bundles Executive Benefits and Employee Benefits for business clients. The Asset Management offering is operationalized through custody and execution integrations with Pershing, Fidelity, and Schwab, and the firm also exposes client logins to Black Diamond (reporting), eMoney (financial planning) and Juniper Square (alternative investments), so the underlying tech stack is a service-led platform rather than a single SaaS product.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Holistic financial planning service for private clients that maps current financial circumstances to long-term goals and coordinates the firm's other private-client offerings (asset management, tax, estate, risk, education, budgeting) around an integrated plan.
- Asset Management Discretionary investment management built on personalized, risk-adjusted strategies and direct ownership of individual securities, with trades executed through custodians such as Pershing, Fidelity, and Schwab.
- Tax-Efficient Investment Strategies Investment structuring designed to minimize clients' tax burden through strategies such as asset location, tax-loss harvesting, direct indexing, and separately managed accounts inside variable universal life and private placement variable life insurance.
- Estate, Gift & Trust Planning Multi-generational wealth transfer support, including estate, gift, and trust planning, coordinated with clients' tax and investment strategies.
- Risk Management Insurance and risk-management analysis that identifies exposures and recommends appropriate life, disability, long-term care, and annuity coverage solutions for private clients.
- Education Planning Education-funding planning that aligns savings vehicles (529 plans, etc.) and investment strategies with tuition and other long-term educational goals.
- Budgeting & Expense Management Day-to-day cash-flow and budgeting support designed to help clients align spending with their broader financial plan.
- Executive Benefits Corporate offering that designs and implements supplemental executive benefit programs (e.g., SERPs, deferred compensation, executive carve-outs) to help businesses attract and retain key talent.
- Employee Benefits Corporate offering that structures group employee benefits plans for businesses, working alongside the firm's investment and planning capabilities.
- Alternative Investments / Private Markets Access Proprietary private markets access platform providing high-net-worth clients access to alternative investments (private equity, private debt, real estate, secondaries, venture capital) typically reserved for institutional investors, sourced through a 50+ institutional partner network and supplemented by direct co-investments.
Quantifiable outcome
- $1 billion+ in client assets under management since 2016 independence
- +2 more outcomes
Companies that use Gideon Strategic Partners
Customer profileSegments5 records
Ideal customer profiles4 records
Gideon Strategic Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
Feature5 records
Gideon Strategic Partners partnerships and signals
Strategic signalPartnerships
59 partnerships are on record, tiered major, core portfolio company, flagship institutional partner, flagship institutional partner / custodian, flagship insurance partner, core compliance / broker-dealer partner, core technology partner and supporting technology partner.
- Compass / Compass International HoldingsmajorJeff Polashuk, formerly Regional Vice President of Compass Florida, departed Compass to join Gideon Strategic Partners as Vice President focused on real estate. The move followed Compass's $4 billion merger with Anywhere Real Estate forming Compass International Holdings; Polashuk stated the merger did not influence his decision. Gideon is expanding into Miami.
- OTTO Aviationcore portfolio companyGideon CIO Erik Oros serves as a director on the board of OTTO Aviation, indicating a direct investment / board-partnership relationship.
- FusionIQcore portfolio companyGideon CIO Erik Oros serves as a director on the board of FusionIQ.
- Osteal Therapeuticscore portfolio companyGideon CIO Erik Oros serves as a director on the board of Osteal Therapeutics.
- Blackstoneflagship institutional partnerListed as a partner on Gideon's institutional partner page, providing clients access to Blackstone's alternative investments including private equity and credit products.
- The Carlyle Groupflagship institutional partnerListed as a partner on Gideon's institutional partner page, providing clients access to Carlyle's private equity and alternative investment products.
- Ares Managementflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Angelo Gordonflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Apollo (Owl Rock)flagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Oaktree Capital Managementflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Pantheon Venturesflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Vista Equity Partnersflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Skybridge Capitalflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Canyon Partnersflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Millennium Partnersflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Alkeon Capital Managementflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Audax Groupflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- QuantEdge Capital Managementflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Morgan Stanley Investment Managementflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- BlackRockflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Clarion Partnersflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Goldman Sachs Asset Managementflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Golub Capitalflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- GoldenTree Asset Managementflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Guggenheim Investmentsflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Forester Capital Managementflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- MFS Investment Managementflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Ivy Investmentsflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Eaton Vance Investment Managersflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- AllianceBernsteinflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- J.P. Morgan Asset Managementflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- BNY Mellonflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Vanguardflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- T. Rowe Priceflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Fidelity Investmentsflagship institutional partner / custodianListed as a partner on Gideon's institutional partner page; also serves as a custodian (client login).
- Charles Schwabflagship institutional partner / custodianListed as a partner on Gideon's institutional partner page; also serves as a custodian (client login).
- Pershing (BNY Mellon)flagship institutional partner / custodianListed as a partner on Gideon's institutional partner page; serves as custodian and order-routing partner.
- TIAA CREFflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Principal Financial Groupflagship institutional partnerListed as a partner on Gideon's institutional partner page.
- Prudential Financialflagship insurance partnerListed as a variable annuity partner on Gideon's risk management / insurance partner page, providing variable annuity and life insurance products.
- Lincoln Financial Groupflagship insurance partnerListed as a variable annuity partner providing variable life insurance and annuity products to Gideon clients.
- MetLifeflagship insurance partnerListed as a variable annuity partner on Gideon's risk management partner page.
- Nationwideflagship insurance partnerListed as a variable annuity partner on Gideon's risk management partner page.
- AXA Equitableflagship insurance partnerListed as a variable annuity partner on Gideon's risk management partner page.
- Pacific Lifeflagship insurance partnerListed as a variable annuity partner on Gideon's risk management partner page.
- Jackson National Life Insurance Companyflagship insurance partnerListed as a variable annuity partner on Gideon's risk management partner page.
- MassMutual Financial Groupflagship insurance partnerListed as a partner on Gideon's institutional partner page.
- John Hancockflagship insurance partnerListed as a partner on Gideon's institutional partner page.
- Mutual of Omahaflagship insurance partnerListed as a partner on Gideon's institutional partner page.
- Penn Mutualflagship insurance partnerListed as a partner on Gideon's institutional partner page.
- Symetraflagship insurance partnerListed as a partner on Gideon's institutional partner page.
- The Standardflagship insurance partnerListed as a partner on Gideon's institutional partner page.
- Liberty Mutualflagship insurance partnerListed as a partner on Gideon's institutional partner page.
- Unumflagship insurance partnerListed as a partner on Gideon's institutional partner page.
- Lloyd's of Londonflagship insurance partnerListed as a partner on Gideon's institutional partner page.
- Simplicity Investments / TLG Advisorscore compliance / broker-dealer partnerGideon uses Simplicity Investments (Securities Dealer, Member FINRA/SIPC) and TLG Advisors, Inc. (Registered Investment Advisor) as its broker-dealer and RIA for offering securities and investment advisory services. Gideon is independently owned and not affiliated with Simplicity Investments.
- eMoney Advisorcore technology partnereMoney Advisor is Gideon's flagship financial planning technology platform, enabling clients to view and manage their entire portfolio, identify growth opportunities, run what-if scenarios, Monte Carlo analysis, and access financial information on demand.
- Black Diamond Reportingcore technology partnerBlack Diamond is Gideon's client reporting platform, providing consolidated portfolio and performance reporting to clients.
- Juniper Squaresupporting technology partnerJuniper Square client login is referenced on Gideon's website, indicating use for alternative investment / private fund reporting.
Scale indicators7 records
Recent moves7 records
Expansion highlights5 records
Gideon Strategic Partners competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth planning, tax, estate, and institutional alts access to HNW clients — most directly comparable to Gideon in service breadth, tax-efficiency focus, and alternative-investments platform depth.
- Creative Planning: Full-service RIA serving HNW families with financial planning, tax, estate, and alternative investments — similar comprehensive offering and HNW/entrepreneur target market as Gideon.
- Mercer Advisors: National RIA specializing in holistic financial planning, tax, and estate services for HNW households — directly comparable client segment, planning-centric model, and integrated wealth approach.
- Carson Group: Wealth management firm offering financial planning, investment management, and institutional alts access to HNW clients and the advisors who serve them — overlapping service model and HNW/executive target.
- Cerity Partners: Wealth management and tax advisory firm serving UHNW families, entrepreneurs, and executives — directly comparable on HNW/entrepreneur focus and integrated tax + investment capabilities.
- Pathstone Family Office: Multi-family office providing investment management, trust services, and estate planning to UHNW families — comparable holistic-wealth positioning and HNW/entrepreneur clientele.
- Aspiriant: Boutique RIA providing wealth management and tax planning to HNW individuals and families — similar boutique scale, tax-planning specialization, and HNW target market as Gideon.
- Corient: Wealth management firm serving UHNW individuals and families with integrated investment, tax, and estate services — closely comparable client profile and holistic-wealth model to Gideon.
Broad incumbents
- Edelman Financial Engines: Large national RIA serving HNW and mass-affluent households with financial planning and investment management — overlaps with Gideon on planning-centric HNW advisory but at materially larger scale.
- Brown Brothers Harriman (Wealth Management): Long-established private bank and trust company offering wealth advisory, trust, and estate services to HNW families — relevant comparable on trust/estate planning, multi-generational wealth, and tax-structuring capabilities.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Gideon Strategic Partners social profiles
Digital presenceGideon Strategic Partners compliance and trust
Trust signalCompliance2 records
Gideon Strategic Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Gideon Strategic Partners leadership team
Management profileNumber of profiles
Profiles17 records
Gideon Strategic Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Gideon Strategic Partners M&A and investment
M&A and investmentM&A
Investments7 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Gideon Strategic Partners
What does Gideon Strategic Partners do?
Gideon Strategic Partners delivers personalized wealth advisory services through two parallel service lines. Private Client Services bundles holistic financial planning, discretionary asset management, tax-efficient investment strategies, estate/gift/trust planning, risk management, education planning, and budgeting/expense management for high-net-worth individuals and families. Corporate Client Services designs and implements executive benefits programs (deferred compensation, executive carve-outs, supplemental disability) and employee benefits packages for businesses. The firm also provides access to institutional-grade alternative investments via a proprietary private markets platform.
Is Gideon Strategic Partners a public or private company?
Gideon Strategic Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Gideon Strategic Partners founded?
Gideon Strategic Partners was founded in 2012. It employs 11 to 50 people.
Where is Gideon Strategic Partners based?
Gideon Strategic Partners is headquartered in Los Angeles, United States, in the North America region.
How does Gideon Strategic Partners make money?
Five revenue lines are on record. Investment Advisory Fees (AUM-based) is the primary driver. The others are financial Planning Fees, insurance & Risk Management Commissions, executive Benefits & Employee Benefits Consulting and alternative Investments / Private Markets Access.
Who are Gideon Strategic Partners's main competitors?
Direct peers on record are Mariner Wealth Advisors, Creative Planning, Mercer Advisors, Carson Group, Cerity Partners, Pathstone Family Office, Aspiriant and Corient. Broad incumbents are Edelman Financial Engines and Brown Brothers Harriman (Wealth Management).
Does Gideon Strategic Partners have an API?
No public API is recorded for Gideon Strategic Partners.
What industry is Gideon Strategic Partners in?
Gideon Strategic Partners's product category is Wealth Management and Investment Advisory. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSABADAK, Private Banking Business Owners & Entrepreneur Solutions (Liquidity Events, Pre-IPO). Its NAICS code is 523940 and its SIC code is 6282.