DayMark Wealth Partners
DayMark Wealth Partners is an independent registered investment advisor founded in 2022 in Cincinnati, Ohio, providing fee-based wealth management, financial planning, and private markets fund services to high-net-worth individuals, families, and business owners across nine U.S. office locations.
- Company typePrivate
- Founded2022
- HeadquartersCincinnati, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What DayMark Wealth Partners does
DayMark Wealth Partners is an independent registered investment advisor founded in June 2022 in Cincinnati, Ohio by seven former Wells Fargo Advisors executives who collectively bring nearly 200 years of industry experience. The firm provides fee-based wealth management services to high-net-worth individuals, multigenerational families, business owners, and corporate executives, offering investment management, comprehensive financial planning, estate and generational transfer planning, retirement income planning, charitable giving strategies, tax-efficient investment approaches, and specialized business-owner services including succession planning and pre-liquidity planning. The firm operates under a "Triangulation of Advice" model through the Dynasty Financial Partners platform, with Charles Schwab and Fidelity providing custodial and operational support, enabling open-architecture product access.
The firm generates revenue primarily through AUM-based advisory fees supplemented by fee-based financial planning, and in June 2026 added a new revenue stream via DayMark Fund I, a $25 million private markets fund launched in partnership with Opto Investments providing accredited investors diversified exposure to private equity, venture capital, secondaries, and direct deals. DayMark pursues aggressive growth through recruiting elite advisor teams from wirehouses — including Wells Fargo Advisors, Morgan Stanley, and Merrill Lynch — and executing team-level acquisitions. Notable transactions include the May 2024 acquisition of Hofstetter Baron Group ($585 million AUM) and the June 2026 addition of a five-advisor Morgan Stanley team ($820 million AUM). Assets under management scaled from approximately $1.4 billion at 2022 launch to over $6 billion by June 2026, across nine office locations in Ohio, Illinois, Connecticut, Florida, Utah, and Wisconsin. In December 2025, Constellation Wealth Capital acquired a minority stake to support continued geographic and market expansion.
DayMark Wealth Partners firmographics
Firmographics- Name
- DayMark Wealth Partners
- Legal name
- DayMark Wealth Partners, LLC
- Website
- https://daymarkwealthpartners.com
- Company type
- Private
- Founded year
- 2022
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- DayMark Wealth Partners is an independent registered investment advisor founded in 2022 in Cincinnati, Ohio, providing fee-based wealth management, financial planning, and private markets fund services to high-net-worth individuals, families, and business owners across nine U.S. office locations.
- Ownership category
- akta.pro rank
DayMark Wealth Partners industry classification
Industry- Product category
- Wealth Management and Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Discretionary Portfolio Management (DPM) (FSAAABAC)
- akta.pro secondary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where DayMark Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Cincinnati
- HQ country
- United States
- HQ region
- North America
Offices9 records
Markets served
DayMark Wealth Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Fees: Fee-based investment advisory services with AUM-based pricing structure, serving high-net-worth individuals and families.
- Financial Planning Fees: Fee-based financial planning services for individuals, families, and business owners.
- Fund Management: DayMark Fund I with performance-weighted fee structure providing private markets access to accredited investors.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels8 records
DayMark Wealth Partners product offering
Product offeringCore offering
DayMark Wealth Partners is a fee-based independent registered investment advisor providing comprehensive wealth management services including investment management, financial planning, retirement income planning, estate planning, charitable giving strategies, and generational transfer planning for high-net-worth individuals, families, and business owners. The firm also offers DayMark Fund I, a private markets fund providing accredited investors diversified exposure to private equity, venture capital, secondaries, and direct deals, with services delivered through an open architecture model and Multi-Family Office strategy.
Product overview
DayMark Wealth Partners is a fee-based independent registered investment advisor offering a comprehensive suite of wealth management services. The firm provides financial planning, investment management, and specialized services for individuals, families, and business owners. Core offerings include fee-based financial planning, investment management solutions, education planning, retirement income planning, estate planning, and charitable giving strategies. For business owners, the firm offers executive benefits, succession planning, tax-efficient investment strategies, and retirement plan services. The firm also recently launched DayMark Fund I, a $25 million private markets fund providing accredited investors access to private equity, venture capital, secondaries, and direct deals. Services are delivered through an open architecture model, accessing products from leading providers and specialized firms.
Differentiator
Problem solved
Functional benefit
Products and services
- Fee-Based Financial Planning Comprehensive financial planning services offered on a fee-based model for individuals, families, and business owners, including goal setting, retirement income planning, and estate planning guidance.
- Investment Management Solutions Discretionary portfolio management and investment advisory services tailored to client objectives and risk tolerances, delivered through an open architecture model accessing products from leading providers.
- Retirement Income Planning Services helping clients transition from wealth accumulation to income planning, ensuring financial strategies align with evolving retirement needs.
- Estate Planning Estate planning services coordinated with attorneys and accountants for comprehensive wealth management, including legacy transfer and asset protection strategies.
- Generational Transfer Planning Wealth transfer and legacy planning services focused on building legacies and ensuring asset transfer across generations.
- Charitable Giving Strategies Strategies for philanthropic giving including donor-advised funds and charitable remainder trusts.
- Education Planning Planning services focused on saving and preparing for education expenses.
- Budgeting and Cash Flow Analysis Cash flow management and budgeting services to help clients understand and optimize their financial inflows and outflows.
- Executive Benefits Compensation and benefits planning services for business executives.
- Concentration Risk Reduction Strategies to manage and reduce risk associated with concentrated stock positions.
- Succession Planning Business succession planning services for business owners transitioning ownership.
- Tax-Efficient Investment Strategies & Tax-Loss Harvesting Investment approaches designed to minimize tax liability and maximize after-tax returns.
- Pre-Liquidity Planning Planning services for business owners preparing for liquidity events such as sales or IPOs.
- Retirement & Pension Plans Design and management of retirement plans and pension arrangements for businesses.
- Business Services Planning Comprehensive planning services for business owners covering various operational and financial needs.
- DayMark Fund I A private markets fund providing accredited investors diversified exposure to private equity, venture capital, secondaries, and direct deals. Employs a barbell strategy with equal allocations to private equity and venture capital, including AI-focused investments and exposure to AI, defense, biotech, and enterprise software sectors. Features a performance-weighted fee structure.
Companies that use DayMark Wealth Partners
Customer profileSegments2 records
Ideal customer profiles3 records
DayMark Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature1 record
DayMark Wealth Partners partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Opto InvestmentscoreDayMark Fund I developed in partnership with Opto Investments to provide accredited investors diversified private markets exposure. The partnership leverages Opto's platform to streamline fund structure, formation, investor onboarding, and ongoing administration.
- Charles SchwabcoreCharles Schwab provides custodial, operational and trading support. Through its subsidiary Charles Schwab Bank, offers direct deposit, online bill pay, check writing, and debit cards.
- Dynasty Financial PartnerscoreDynasty provides fully customizable platform for end-to-end business support plus unrivaled access to distinctive products. Dynasty's relationships with portfolio managers, research firms and providers enable objective, transparent service.
- Fidelity InvestmentsminorFidelity Investments is one of the world's largest providers of financial services offering investment management, retirement planning, and portfolio guidance to more than 32 million individuals.
Scale indicators7 records
Recent moves8 records
Expansion highlights6 records
DayMark Wealth Partners competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
DayMark Wealth Partners social profiles
Digital presenceDayMark Wealth Partners compliance and trust
Trust signalCompliance2 records
DayMark Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
DayMark Wealth Partners leadership team
Management profileNumber of profiles
Profiles29 records
DayMark Wealth Partners funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
DayMark Wealth Partners M&A and investment
M&A and investmentM&A1 record
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about DayMark Wealth Partners
What does DayMark Wealth Partners do?
DayMark Wealth Partners is a fee-based independent registered investment advisor providing comprehensive wealth management services including investment management, financial planning, retirement income planning, estate planning, charitable giving strategies, and generational transfer planning for high-net-worth individuals, families, and business owners. The firm also offers DayMark Fund I, a private markets fund providing accredited investors diversified exposure to private equity, venture capital, secondaries, and direct deals, with services delivered through an open architecture model and Multi-Family Office strategy.
Is DayMark Wealth Partners a public or private company?
DayMark Wealth Partners is a private company. It is classified as venture growth investor backed and is currently operating.
When was DayMark Wealth Partners founded?
DayMark Wealth Partners was founded in 2022. It employs 11 to 50 people.
Where is DayMark Wealth Partners based?
DayMark Wealth Partners is headquartered in Cincinnati, United States, in the North America region.
How does DayMark Wealth Partners make money?
Three revenue lines are on record. Investment Advisory Fees are the primary driver. The others are financial Planning Fees and fund Management.
Does DayMark Wealth Partners have an API?
No public API is recorded for DayMark Wealth Partners.
What industry is DayMark Wealth Partners in?
DayMark Wealth Partners's product category is Wealth Management and Investment Advisory. Its primary akta.pro industry code is FSAAABAC, Discretionary Portfolio Management (DPM), with a secondary code of FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.