What Almanack Investment Partners does

Almanack Investment Partners, LLC is a privately held, SEC-registered investment adviser founded in 2014 and headquartered in Wayne, Pennsylvania. The firm operates a wealth management platform that combines investment research, risk-managed model portfolios, alternatives for qualified investors, and an integrated advisor support stack covering compliance, trading, multi-custodian operations (Fidelity and Charles Schwab), portfolio analytics, and back-office services. Its core differentiator is an "endowment-style" investment philosophy built around dual emphasis on growth and downside protection, with proactive risk management across model portfolios.

The firm distributes its platform through more than a dozen independent advisor team practices operating under their own brands (including Redwood Wealth Management Group, Junto Wealth Management, White Knight Capital, and Phoenix Wealth Management PLLC). These affiliated advisors serve end clients ranging from individual investors to complex family offices in the United States and internationally, while relying on Almanack's home office for investment, compliance, operations, and technology support. The platform is also available directly to institutional investors seeking alternative investments and institutional-quality portfolio management.

The business model is a wrap fee program and related advisory arrangements under the Investment Advisers Act of 1940; specific fee schedules are disclosed only in Form ADV Part 2A and wrap fee program brochures. Revenue is not publicly disclosed, and there are no funding rounds, acquisitions, or ownership changes indicated. The firm is led by Founder/CIO Kevin Harper (Wharton MBA, prior Ivy League endowment and multi-family office experience) alongside COO/CCO Megen Reilly and a small home-office team.

Name

Almanack Investment Partners

Legal name

Almanack Investment Partners, LLC

Website

https://almanackip.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Almanack Investment Partners is a privately held, SEC-registered investment adviser that operates a wealth management platform serving individual investors, independent financial advisors, family offices, and institutional clients through multi-custodian risk-managed model portfolios, alternatives, and integrated compliance and trading support.

Ownership category

akta.pro rank

Product category

Investment Advisory and Wealth Management

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

Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)

akta.pro secondary industries

Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

• Investment advisory services
• Wealth management solutions
• Risk managed portfolios
• Financial advisor support
• Multi-custodian platform

Headquarters

HQ city

Wayne

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Distribution channels1 record

Marketing channels3 records

Core offering

Almanack Investment Partners delivers SEC-registered wealth management and investment advisory services through a platform that combines investment research, risk-managed model portfolios, alternative investments, portfolio analytics, and compliance and trading support for both individual investors and independent financial advisors. Its central offering is a collection of risk-managed model portfolios designed to balance growth and downside protection, augmented by alternative investments for qualified investors and operational infrastructure for advisors.

Product overview

Almanack Investment Partners offers a unified wealth management platform serving individuals, financial advisors, family offices, and institutional investors. The core offering consists of the Wealth Management Platform with Risk Managed Model Portfolios as its central investment component, supplemented by alternative investment options for qualified investors. The platform is augmented by add-on services including Portfolio Analytics, Compliance Oversight, and Trading/Cashiering Support for advisors, along with a broader Advisor Support Platform providing technology and operational resources. The platform is designed to deliver institutional-quality resources and personalized service to help advisors thrive and clients achieve their financial goals.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Platform A comprehensive wealth management platform serving individuals, financial advisors, family offices, and institutional investors, combining investment research, portfolio management, compliance, and client service capabilities under an SEC-registered investment adviser.
• Risk Managed Model Portfolios A collection of model portfolios designed to accommodate a wide range of investment and risk preferences with integrated and proactive risk management, emphasizing downside protection and balanced growth for investors served through the firm's advisors.
• Alternative Investments Private fund options for qualified investors offering return and diversification benefits, provided through the firm's deep understanding of alternative investments and institutional alternatives background.

Quantifiable outcome

• Advanced risk management designed to power portfolios with growth drivers capable of performing and protecting in various economic conditions

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves5 records

Expansion highlights4 records

Direct peers

• Creative Planning: Independent RIA offering comprehensive wealth management including risk-managed portfolios, alternatives, and advisor support. Overlaps with Almanack on multi-segment service, retirement planning, and institutional-quality investment approach.
• Carson Group: Wealth management platform serving independent financial advisors with investment research, technology, compliance, and back-office support. Closely mirrors Almanack's advisor-support platform model.
• Sanctuary Wealth: Independent advisor platform supporting wealth teams with investment resources, technology, compliance, and operations. Closely aligned with Almanack's hybrid investor/advisor network approach.
• Commonwealth Financial Network: Independent broker-dealer and RIA supporting financial advisors with investment research, practice management, and compliance. Comparable in providing institutional-quality resources to independent advisor practices.
• Mercer Advisors: National RIA with strong institutional consulting, OCIO, alternatives, and family office capabilities. Comparable to Almanack's institutional consulting and endowment-style investment approach.
• Focus Financial Partners: Large independent RIA consolidator providing investment, operations, and compliance infrastructure to hundreds of advisor practices. Directly comparable to Almanack's independent advisor network model and institutional-quality platform positioning.
• Mariner Wealth Advisors: Large national RIA offering wealth advisory, alternative investments, and institutional-quality research. Comparable to Almanack's alternatives capability, institutional focus, and multi-segment service model.
• Stratos Wealth Partners: Independent advisor platform providing investment, compliance, and operations support to affiliated advisor practices. Closely comparable to Almanack's smaller-scale independent advisor network model.

Broad incumbents

• Cetera Financial Group: Large independent broker-dealer and RIA platform supporting thousands of financial professionals. Broader in scale but operates in the same independent advisor support category as Almanack.
• LPL Financial: Largest independent broker-dealer in the U.S., supporting tens of thousands of advisors with custody, technology, and research. Much broader scale but adjacent category as an independent advisor platform.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 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 Almanack Investment Partners