Aris Investing

What Aris Investing does

Aris Investing is a privately held, Chicago-area registered investment advisor that operates a tech-enabled Separately Managed Account (SMA) platform purpose-built for financial advisors, RIAs, family offices, and institutional OCIOs rather than end investors. Its proprietary Tax Smart Engine continuously monitors portfolios in real time to identify tax-loss harvesting opportunities, executes automated rebalancing, and runs daily compliance reviews, enabling advisors to deliver hyper-personalized, tax-aware portfolio management at scale. The platform is delivered through four product modules — Direct Indexing, Model Portfolios, Unified Managed Accounts, and a newly launched Long-Short Strategy — and is integrated with the three major US custodians (Schwab, Fidelity, Pershing) and distributed through nearly 50 sponsor relationships.

Under the hood, the platform combines the Tax Smart Engine with a Composite Multi-Factor Signal that drives long/short stock selection within the Long-Short Strategy, maintaining a Beta-one profile while targeting both tax and pre-tax alpha. The firm holds SOC 2 Type II and ISO 27001 certifications, supports customization guardrails set by RIA committees, and offers values-based screens (ESG, faith-based, sector exclusions) alongside consolidated household reporting. Aris reports $5.5 billion in assets managed and implemented as of January 2026.

Aris makes money primarily through investment management and platform fees on assets under management, consistent with a traditional recurring subscription/fee model. The go-to-market is exclusively B2B through advisory relationships and channel partners, positioning the firm as the "architect behind the advisor" rather than selling directly to consumers. Leadership is founder-led, with Chetan Desai as Founder/CEO and Monisha Jayakumar (appointed CIO in November 2025) overseeing investment research and portfolio design, and the company has 30+ employees based at its Deerfield, IL headquarters. No external venture or private equity funding rounds are disclosed.

Name

Aris Investing

Legal name

Aris Investing LLC

Website

https://arisinvesting.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Aris Investing is a Chicago-area registered investment advisor that operates a tech-enabled, tax-smart SMA platform serving wealth managers, RIAs, family offices, and institutional OCIOs through Direct Indexing, Model Portfolios, UMA, and Long-Short products, managing $5.5 billion in assets.

Ownership category

akta.pro rank

Product category

Wealth Management Technology Platform

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Investment Advice (6282)

akta.pro primary industry

Tax-Focused Wealth Management RIAs (FSAAACAD)

akta.pro secondary industries

Institutional Separate Accounts & SMAs (Mandates) (FSAAAGAL), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Direct indexing services
• Tax-loss harvesting platform
• Separately managed accounts
• Wealth management technology
• Unified managed accounts

Headquarters

HQ city

Deerfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. Investment Management / AUM Fees: Aris Investing operates as a registered investment advisor providing SMA (Separately Managed Account) platform services. The company manages $5.5 billion in assets and likely generates revenue through management fees based on assets under management, similar to traditional investment management firms.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Aris Investing operates a tech-enabled Separately Managed Account (SMA) platform that delivers personalized, tax-aware investment strategies to financial advisors, RIAs, family offices, and institutional clients. The platform centers on a proprietary Tax Smart Engine that performs real-time tax-loss harvesting, automated rebalancing, and compliance monitoring. Offerings include Direct Indexing, Model Portfolios, Unified Managed Accounts (UMA), and a Long-Short Strategy, all designed to enable hyper-personalized portfolio management at scale.

Product overview

Aris Investing offers a unified Tax-Smart SMA Portal platform with four integrated product modules: Direct Indexing, Model Portfolios, Unified Managed Accounts (UMA), and Long-Short Strategy. The platform enables wealth advisory firms, family offices, and RIAs to deliver personalized, tax-efficient portfolio management at scale through real-time tax optimization, automated rebalancing, and consolidated reporting. The Direct Indexing and Long-Short Strategy modules focus on tax alpha generation, Model Portfolios delivers multi-asset strategy delivery, and UMA centralizes diverse investment options in a single account.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax-Smart SMA Portal Industrial-grade, tax-efficient portfolio management platform that provides bespoke solutions tailored to each client's unique situation. Enables wealth advisory firms, RIAs, and family offices to deliver personalized, tax-efficient portfolio management at scale through real-time tax optimization, automated rebalancing, and consolidated reporting.
• Direct Indexing Investment approach allowing investors to own individual securities directly, mirroring the composition of a market index. Enables fine-grained control over portfolios for tax efficiency, values alignment (ESG, faith-based, sector exclusions), and customized financial goals. Provides tax-loss harvesting at the individual security level.
• Model Portfolios Expertly designed multi-asset class investment strategies using ETFs or Funds aligned with specific risk and return objectives. Provides streamlined paths to diversified and personalized investing for advisors serving clients with varying risk profiles.
• Unified Managed Accounts (UMA) Comprehensive platform consolidating a variety of investment options within a single account, tailored to each client's unique financial goals and risk preferences. Provides consolidated tax-efficient reporting across the entire household.
• Long-Short Strategy Systematic, active extension building block designed as a completion sleeve within an advisor's total portfolio architecture. Maintains a Beta-one profile while delivering market-like experience with enhanced tax and alpha potential. Utilizes a composite multi-factor signal for disciplined stock selection across long and short positions.

Quantifiable outcome

• $864.3 billion in direct indexing assets by year-end 2024, projected to reach $1.35 trillion by 2027 at 12.3% CAGR (market context)
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability3 records

Feature6 records

Partnerships

Three partnerships are on record, tiered core.

• SchwabcoreTechnology or IntegrationMajor custodian integration enabling seamless access for advisors using Schwab as their custodial platform. Part of Aris's institutional-grade infrastructure supporting firms managing $500M to $50B+.
• FidelitycoreTechnology or IntegrationMajor custodian integration enabling seamless access for advisors using Fidelity as their custodial platform. Part of Aris's institutional-grade infrastructure supporting firms managing $500M to $50B+.
• PershingcoreTechnology or IntegrationMajor custodian integration enabling seamless access for advisors using Pershing as their custodial platform. Part of Aris's institutional-grade infrastructure supporting firms managing $500M to $50B+.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Parametric Portfolio Associates: Parametric is a pioneer in direct indexing and customized SMA solutions, now owned by Morgan Stanley. It is the closest direct peer to Aris, offering similar tax-managed direct indexing, custom SMAs, and centralized portfolio implementation for advisors and institutions.
• Aperio Group (BlackRock): Aperio, owned by BlackRock, is one of the largest direct indexing providers offering customized, tax-optimized SMAs for advisors and institutions. It competes head-to-head with Aris in the same B2B advisor channel with personalized indexing at scale.
• 55ip (JPMorgan): 55ip is JPMorgan-owned and offers tax-smart direct indexing, unified managed accounts, and active extension strategies to RIAs and wealth managers. It is a direct competitor in both direct indexing and the long-short active extension sleeve Aris has launched.

Broad incumbents

• Schwab Intelligent Portfolios Custom: Schwab's custom direct indexing product is offered through the custodial platform where Aris is also integrated. It is a broad incumbent offering similar personalized, tax-aware indexing but bundled within Schwab's broader custody and advisory ecosystem.
• Vanguard Personalized Indexing: Vanguard offers personalized direct indexing for high-net-worth clients and advisors, leveraging its low-cost index heritage. It is a broad incumbent competitor with significant scale advantages and brand recognition in tax-efficient indexing.
• Fidelity Managed Account Services: Fidelity offers custom model portfolios, unified managed accounts, and direct indexing solutions to advisors through its institutional platform. It is a broad incumbent that overlaps significantly with Aris's product suite, especially given their custodial integration.
• BlackRock iShares Direct Indexing: BlackRock offers direct indexing through iShares and its Aperio subsidiary, providing customized, tax-aware SMAs to RIAs and institutions. It is the broadest incumbent competitor with the deepest R&D and distribution resources in the category.
• Envestnet PMC: Envestnet's Portfolio Management Consultants group provides unified managed accounts, model portfolios, and direct indexing through its advisor platform. It is a broad incumbent offering similar functionality to RIAs through white-label managed account programs.

Emerging players

• Orion Advisor Solutions: Orion provides unified managed account and custom indexing technology to RIAs through its portfolio management platform. It overlaps with Aris in UMA and model portfolio delivery but focuses on the technology layer rather than discretionary management.
• Wealthfront: Wealthfront offers direct indexing and tax-loss harvesting primarily to direct consumers, with some advisor-facing capabilities. It is an emerging player competing in the same tax-aware investing category but via a B2C model rather than Aris's B2B platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/aris-investing

Compliance2 records

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 Aris Investing