Axxcess Wealth Management

What Axxcess Wealth Management does

Axxcess Wealth Management, LLC is a privately held SEC-registered investment adviser and Turnkey Asset Management Platform (TAMP) headquartered in Carlsbad, California, with a secondary office in Scottsdale, Arizona. The company operates a UMA/UMH (Unified Managed Account/Unified Managed Household) platform that combines traditional separately managed account strategies with alternative investments—private equity, private credit, hedge funds, real estate, long-short direct indexing, and concentrated position hedging—inside a single sleeve-based architecture for high-net-worth clients. The firm serves investment advisor representatives (IARs), independent RIAs, broker-dealers, and wirehouse breakaway teams through three service models (TAMP, Incubation, and IAR) and supports the four major U.S. custodians (Schwab, Pershing, TD Ameritrade, Fidelity).

Technology is centered on the proprietary UMA/UMH sleeve management platform, an in-house Orion partner team that insources Eclipse trading, billing, and sleeve operations, and a curated marketplace of third-party model strategies (e.g., Potomac Fund Management). Reported scale is $11B+ in platform assets across 35,000+ accounts, with 120% annualized growth, 600% cumulative growth since 2020, and 90.34% AUM growth from 2022-2023, earning #3 fastest-growing TAMP and #5 fastest-growing RIA rankings in 2024 alongside a #2 TAMP technology ranking.

The business model is fee-based managed services revenue from advisory and TAMP platform solutions; pricing is not publicly disclosed and is structured around bespoke enterprise contracts delivered through advisor brands rather than as a vendor. Distribution is direct sales to advisor firms, supplemented by content marketing, social media, and asset-manager channel partnerships that co-distribute thought leadership to advisor end clients. The firm has 11-50 employees and formal executive leadership includes a Chief Investment Officer (Cory Persson) and Chief Wealth Officer (Deron McCoy).

Name

Axxcess Wealth Management

Legal name

Axxcess Wealth Management, LLC

Website

https://axxcesswealth.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Axxcess Wealth Management is a private RIA and TAMP operating a UMA/UMH platform that combines traditional SMA strategies with alternatives, serving independent RIAs, IARs, broker-dealers, and wirehouse breakaway teams managing $11B+ across 35,000+ HNW accounts.

Ownership category

akta.pro rank

Product category

Wealth Management / Turnkey Asset Management Platform (TAMP)

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

akta.pro secondary industries

Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Turnkey asset management
• Wealth management platform
• Alternative investments
• UMA/UMH platform
• Investment advisory services

Headquarters

HQ city

Carlsbad

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Advisory and TAMP Services: Axxcess generates revenue through advisory services and TAMP (Turnkey Asset Management Platform) solutions provided to investment advisors and RIAs. The platform provides operational, compliance, trading, and investment solutions in exchange for fees.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Axxcess Wealth Management operates the Axxcess Platform, a Turnkey Asset Management Platform (TAMP) that delivers a UMA/UMH framework combining alternative investments (real estate, private equity, private credit, hedge funds) with traditional separately managed account strategies. The firm serves experienced investment advisor representatives, independent RIAs, broker-dealers, and wirehouse breakaway teams, providing operational, compliance, trading, OCIO, tax-aware management, retirement (AxxcessLINK), and Orion technology insourcing services.

Product overview

The Axxcess Platform is a unified TAMP (Turnkey Asset Management Platform) built as a platform-plus-modules architecture, designed for experienced advisors serving high-net-worth clientele. The core Axxcess Platform combines alternative investments with traditional SMA strategies within a UMA/UMH framework. It integrates multiple modules including: the Investment Solutions platform as the core investment delivery system; the UMA/UMH Platform for multi-manager strategy construction; the Alternative Investment Platform for Real Estate, Private Equity, and Hedged Investments; the Outsource CIO (OCIO) for delegated investment management; Tax-Aware Enhanced Management for tax optimization; AxxcessLINK Retirement Solutions for 401k integration; Orion Insourcing for technology operational support; and Channel Marketing for client communications. The platform offers three service models: the TAMP Model, the Incubation Model for establishing new RIAs, and the IAR Model for running advisory businesses within the Axxcess RIA. The platform manages approximately $11+ billion in total assets across 35,000+ accounts, and partners with external managers like Potomac Fund Management to extend its offerings.

Differentiator

Problem solved

Functional benefit

Brands

• AxxcessLINK: Retirement solutions that integrate UMA/UMH solution into self-directed brokerage accounts offered by retirement community's largest record keepers for managing 401k assets.
• Axxcess Insights

Products and services

• Axxcess Platform (TAMP Solutions) A Turnkey Asset Management Platform (TAMP) for experienced advisors serving high-net-worth clientele, combining alternative investments with traditional SMA strategies within a UMA/UMH framework.
• Investment Solutions Investment platform enabling IARs, Independent RIAs and Broker Dealers to deliver investment solutions, operations, compliance, and trading solutions to support independent practices.
• UMA/UMH Sleeve Management Platform Platform allowing advisors to build multi-manager strategies as standalone portfolio solutions or to complement advisor-directed strategies, blending institutional equity and fixed income with private equity, private credit, and hedge funds in the same account.
• Alternative Investment Platform Platform that sleeves third-party investment managers alongside Real Estate, Private Equity, and Hedged Investments, including Long-Short Direct Indexing and Concentrated Position Hedging Solutions, transforming a wealth management practice into a unique UMA/TAMP platform.
• Outsourced Chief Investment Officer (OCIO) Customized solutions offered through specialized teams of Advisors to help RIAs manage investment functions by delegating financial management or model construction duties while maintaining control over strategic decisions, with fiduciary responsibility oversight.
• Tax-Aware 'Enhanced' Management Educational solution oriented towards larger taxable investors facing high income taxes, large unrealized capital gains, or impending liquidity events, discussing tax-aware strategies in an accessible manner.
• AxxcessLINK Retirement Solutions Solution integrating UMA/UMH capability into self-directed brokerage accounts offered by retirement community's largest record keepers, enabling management of 401(k) assets with the same investment approach as private wealth.
• Orion Insourcing Service where Axxcess insources Orion solution experts directly into advisors' current databases to enhance and operationalize Eclipse trading, billing, sleeve operations, and more, with former Orion senior support personnel on the team.
• Private Client Premium service model designed for high-net-worth clients with highly customized needs and complex investment strategies involving publicly traded securities and privately held, illiquid assets.
• Channel Marketing (Marketing Solutions) Solution aligning advisors with asset managers and clients by combining advisor communication with insights, forecasts, podcasts, and videos from asset managers, deliverable via client portal, email newsletter, blog post, and social media.
• TAMP Model (Service Model) Service model where Axxcess accelerates an RIA's business with in-depth knowledge of RIA firms' growth and operational objectives, assessing and addressing implementation challenges for the firm.
• Incubation Model Service model where Axxcess helps advisors establish their own RIA in parallel to Axxcess; once the new firm's registration is approved, Axxcess ports the fully transitioned business to the new RIA without disruption to clients.
• IAR Model Service model allowing advisors to run their businesses from inside the Axxcess RIA, fully leveraging Axxcess tools to relieve operational headaches of running a fully independent company.
• Potomac Strategies on Axxcess Platform Full suite of Potomac Fund Management model strategies made available on the Axxcess Platform as part of the outsourced wealth services platform offering.

Quantifiable outcome

• 3rd fastest growing TAMP in America with 120% annualized growth
• +2 more outcomes

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Partnerships

Three partnerships are on record, tiered core.

• Potomac Fund ManagementcoreStrategic or Co-development Partner · 18 February 2026Potomac Fund Management, a tactical asset manager headquartered in Bethesda, MD, made its full suite of model strategies available on the Axxcess Platform. Potomac manages over $3.2 billion in combined assets under management and assets under advisory as of December 31, 2025. This partnership expands the investment solutions available to Axxcess advisors.
• OrioncoreTechnology or IntegrationAxxcess is a recognized, trusted Orion partner with team of Orion experts including several former Orion senior support personnel. The team continually supports day-to-day operations from within the advisor's existing database, handling Eclipse trading, billing, sleeve operations, and more.
• Supported Custodians (Schwab, Pershing, TD Ameritrade, Fidelity)coreTechnology or IntegrationAxxcess supports multiple major custodians including Schwab, Pershing, TD Ameritrade, and Fidelity, enabling advisors to integrate with their existing custodial relationships.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Sanctuary Wealth: Sanctuary is an advisor platform serving wirehouse breakaways and independent RIAs with operational, technology, and investment support; it competes with Axxcess's TAMP and Incubation models for breakaway teams.
• AssetMark: AssetMark is one of the largest US TAMPs serving independent RIAs and advisors with multi-manager, UMA, and model-portfolio platforms; it directly competes with Axxcess for the same independent advisor and wirehouse breakaway customer segments.
• Envestnet (Envestnet | Yodlee): Envestnet operates a leading TAMP and UMA platform (including PMC) serving thousands of advisors with model portfolios, managed solutions, and analytics; it is a primary head-to-head competitor to Axxcess in the advisor-focused TAMP category.
• Symmetry Partners: Symmetry is a TAMP serving independent RIAs and wirehouse breakaways with UMA-style model portfolios and advisor transition support; it competes directly with Axxcess across the same customer segments and use cases.
• Mariner Wealth Advisors: Mariner is a national RIA serving HNW clients and offering advisor transition and platform-style support; it competes with Axxcess for wirehouse breakaway teams and complex HNW client needs with multi-asset strategies.
• Mercer Advisors: Mercer Advisors is a large RIA platform serving HNW clients and breakaway advisors with model portfolios, alternatives, and operational services; it is directly comparable as a growing advisor platform with similar service-model breadth.
• Cresset Capital: Cresset is a multi-family office and advisor platform serving HNW families and breakaway advisors with OCIO-style and alternative investment services; it is comparable to Axxcess's Private Client / OCIO offerings for complex HNW needs.

Others

• Orion Advisor Technology: Orion is the technology partner on which Axxcess builds sleeve management and trading; while not a direct TAMP competitor here, it shapes Axxcess's product architecture and is a key ecosystem participant.

Broad incumbents

• SEI Wealth Platform: SEI provides an enterprise wealth management and TAMP-style platform to RIAs, breakaway teams, and family offices with multi-manager and alternative capabilities; overlapping platform structure makes it a broad incumbent comparable to Axxcess.
• Brighthouse Financial (TAMP/Advisory Solutions): Brighthouse offers a TAMP-style platform with managed portfolios, annuities, and advisory solutions for independent advisors; it competes in the same advisor-supported TAMP space as Axxcess, though from a larger insurance/annuity parent.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xtwitter.com/AxxcessPlatform
• Facebookfacebook.com/AxxcessWealth
• LinkedInlinkedin.com/company/axxcess-wealth-management
• Instagraminstagram.com/axxcesswealthmanagement

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Axxcess Wealth Management