Taiko
Taiko is an employee-owned OCIO platform serving RIAs, broker-dealers, trust companies, and advisory firms with institutional-grade investment programs, custom technology, and back-office support, managing over $19B in assets across 325+ advisors.
- Company typePrivate
- Founded2012
- HeadquartersChicago, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What Taiko does
Taiko is an outsourced chief investment officer (OCIO) platform that delivers institutional-grade investment management, research, and back-office support to RIAs, national advisory firms, broker-dealers, and trust companies. The firm was launched in November 2022 as a technology-enabled extension of Taiber Kosmala & Associates, a Chicago-based institutional consulting firm founded in 2012 by Joseph Taiber and Phil Kosmala, and operates as a 100% employee-owned LLC under Advisor OS, LLC. Taiko combines consulting heritage with a proprietary technology stack that includes the Taiko Portal for personalized investment dashboards and the Strategy Gallery for curated access to alternative investments, SMAs, and custom portfolio strategies, integrated with trading, rebalancing, billing, and portfolio accounting workflows through an Orion backend.
The platform's core offering covers custom investment program design, SMA manager curation, unified managed account (UMA) construction, asset allocation guidance, custom model management, branded deliverables, investment committee documentation, and quarterly performance and risk reporting. Technology is proprietary and cloud-based, purpose-built for advisor workflows rather than adapted from a generic TAMP, and integrates with major custodians including Charles Schwab, Fidelity, Pershing, RBC, and TD Ameritrade, as well as YCharts and Investment Metrics for analytics. As of the most recent disclosed period (March 2023), Taiko reported nearly $610M in discretionary AUM and nearly $2B in assets under advisement, with 325+ advisors and 250+ custom-built strategies in use; the platform serves clients ranging from 1–3 advisor RIAs to multi-billion dollar enterprises with 100–120 advisors.
Taiko monetizes through a custom basis-point pricing model that combines a platform access fee with an investment management or OCIO fee, negotiated per client based on firm size, client count, account volume, and overall business volume, typically structured as multi-year subscription contracts. The go-to-market is consultative enterprise sales, augmented by word-of-mouth referrals within the RIA community and thought leadership across industry publications; the company positions itself as an extension of the advisor's team rather than a turnkey replacement, emphasizing its independent employee-owned structure as a differentiator against bank- or PE-affiliated TAMPs.
Taiko firmographics
Firmographics- Name
- Taiko
- Legal name
- Advisor OS, LLC
- Website
- https://taikoadvisor.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Taiko is an employee-owned OCIO platform serving RIAs, broker-dealers, trust companies, and advisory firms with institutional-grade investment programs, custom technology, and back-office support, managing over $19B in assets across 325+ advisors.
- Ownership category
- akta.pro rank
Taiko industry classification
Industry- Product category
- Outsourced Chief Investment Officer Platform
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- OCIO Providers (Outsourced CIO) (FSAAAGAH)
- akta.pro secondary industries
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), OCIO & Multi-Asset Outsourced Portfolio Management (FSAAAJAF), Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC)
Keywords
Where Taiko is headquartered
LocationHeadquarters
- HQ city
- Chicago
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Taiko business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- OCIO Advisory Fees: Taiko charges a basis point fee for platform access and an investment management or OCIO fee. Pricing is customized based on factors including firm size, number of clients, number of accounts, and overall business volume. The company combines technology costs and advisory fees into an all-in cost structure that is negotiated with each client.
- Platform Services: Charges for technology platform services including the Taiko Portal, trading and rebalancing functionality, billing functionality, and portfolio accounting services. These are incorporated into the overall pricing structure along with investment management fees.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Custom enterprise pricing based on AUM and service requirements |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
Taiko product offering
Product offeringCore offering
Taiko provides outsourced chief investment officer (OCIO) services to RIAs, national advisory firms, broker-dealers, and trust companies through a proprietary cloud-based platform. The offering combines institutional investment consulting, custom investment program design, manager due diligence, alternative investment access, and integrated back-office operations including trading, rebalancing, billing, and portfolio accounting.
Product overview
Taiko is a single unified OCIO (Outsourced Chief Investment Officer) platform that combines institutional investment consulting with proprietary technology. The core Taiko OCIO Platform serves as the foundation, supplemented by the Taiko Portal for client-facing dashboard access, the Strategy Gallery for curated investment manager access, Custom Investment Program Design services, Back-Office Support Services (trading, billing, portfolio accounting), and Investment Research & Consulting capabilities. The platform is designed for RIAs, national advisory firms, broker dealers, and trust companies ranging from $100M to multi-billion dollar enterprises.
Differentiator
Problem solved
Functional benefit
Products and services
- Taiko OCIO Platform A comprehensive outsourced chief investment officer platform providing institutional-grade investment management, custom investment program design, back-office support, and integrated technology for RIAs, advisory firms, broker-dealers, and trust companies ranging from $100M to multi-billion dollar enterprises.
- Strategy Gallery A curated digital gallery providing advisors filterable access to investment managers, due diligence information, holdings, performance data, and custom messaging for alternative investments, separately managed accounts, and custom portfolio strategies across hedge funds, private equity, private credit, real assets, and other private market strategies.
- Custom Investment Program Design & Support
Quantifiable outcome
- Serves 325+ advisors managing over $19B in client assets
- +3 more outcomes
Companies that use Taiko
Customer profileNamed customers4 records
Segments6 records
Ideal customer profiles5 records
Taiko technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
Feature3 records
Taiko partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Charles SchwabcoreCharles Schwab serves as a custodian for client assets managed through the Taiko platform. The partnership enables advisors to custody assets at Schwab while accessing Taiko's OCIO services and institutional research capabilities.
- FidelitycoreFidelity serves as a custodian for assets managed through the Taiko platform, providing brokerage services and account infrastructure for advisors utilizing Taiko's investment management solutions.
- OrioncoreOrion is referenced as a platform integration for trading operations. Several Taiko team members have prior experience at Orion, bringing platform expertise to client implementations.
- PershingcorePershing serves as a custodian partner for asset custody services, enabling Taiko to offer advisors multiple custodian options for their managed assets.
Scale indicators10 records
Recent moves6 records
Expansion highlights5 records
Taiko competitors and assessment
Company assessmentBroad incumbents
- Brighthouse Financial: Large investment management firm offering institutional-caliber investment strategies, OCIO, and advisor solutions. Comparable incumbent providing some OCIO and advisor channel capabilities overlapping with Taiko.
- SEI Investments: Large incumbent investment management firm with a dedicated OCIO and wealth platform serving advisors, institutions, and family offices. Overlaps with Taiko on outsourced CIO offerings and investment program design at greater scale.
- Russell Investments: Global OCIO provider and investment consulting firm serving institutional and advisor clients. Comparable to Taiko on institutional consulting heritage, manager research depth, and OCIO service delivery.
Emerging players
- Sanctuary Wealth: Wealth platform supporting independent advisors with centralized investment offerings, transition support, and OCIO-style services. Comparable emerging player in the RIA support ecosystem.
- Focus Financial Partners: RIA aggregator and partnership platform providing centralized investment capabilities, M&A support, and operational scale to independent advisor firms. Competes indirectly by enabling RIAs to internalize CIO functions that Taiko would otherwise provide.
Direct peers
- Envestnet: Leading TAMP and OCIO platform offering portfolio management, advisor technology, and outsourced CIO services to RIAs and advisory firms. Directly competes with Taiko on multi-asset model marketplaces, UMA construction, and white-label portfolio tools.
- AssetMark: Large TAMP serving RIAs with practice management, investment platforms, and OCIO capabilities. Closely comparable to Taiko on serving independent advisors with custom model portfolios and operational support.
- Mercer Advisors: National RIA offering institutional-grade investment programs, OCIO services, and bespoke portfolio construction for high-net-worth clients and advisors. Mirrors Taiko's OCIO positioning and multi-billion dollar RIA orientation.
- Mariner Wealth Advisors: National wealth advisory and OCIO firm providing institutional consulting, asset allocation, and manager research to RIAs, family offices, and institutions. Similar to Taiko on institutional research heritage and multi-segment client base.
Others
- Orion Advisor Solutions: Technology partner of Taiko (the Taiko Portal integrates with Orion) that also provides portfolio management, trading, rebalancing, and billing tools to RIAs. Their technology infrastructure underpins much of Taiko's back-office offering.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Taiko social profiles
Digital presenceTaiko compliance and trust
Trust signalCompliance1 record
Taiko financial estimates
Financial estimateRevenue estimate
Valuation estimate
Taiko leadership team
Management profileNumber of profiles
Profiles10 records
Taiko funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Taiko 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 Taiko
What does Taiko do?
Taiko provides outsourced chief investment officer (OCIO) services to RIAs, national advisory firms, broker-dealers, and trust companies through a proprietary cloud-based platform. The offering combines institutional investment consulting, custom investment program design, manager due diligence, alternative investment access, and integrated back-office operations including trading, rebalancing, billing, and portfolio accounting.
Is Taiko a public or private company?
Taiko is a private company. It is classified as management employee owned and is currently operating.
When was Taiko founded?
Taiko was founded in 2012. It employs 11 to 50 people.
Where is Taiko based?
Taiko is headquartered in Chicago, United States, in the North America region.
How does Taiko make money?
Two revenue lines are on record. OCIO Advisory Fees are the primary driver. The others are platform Services.
Who are Taiko's main competitors?
Broad incumbents on record are Brighthouse Financial, SEI Investments and Russell Investments. Emerging players are Sanctuary Wealth and Focus Financial Partners. Direct peers are Envestnet, AssetMark, Mercer Advisors and Mariner Wealth Advisors. Orion Advisor Solutions is listed as an others.
Does Taiko have an API?
No public API is recorded for Taiko.
What industry is Taiko in?
Taiko's product category is Outsourced Chief Investment Officer Platform. Its primary akta.pro industry code is FSAAAGAH, OCIO Providers (Outsourced CIO), with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.