What Nilsine Partners does

Nilsine Partners is an independent, privately held Registered Investment Advisor providing personalized wealth management services to high-net-worth individuals, families, and business owners. Founded in 2021 by a team of four former Merrill Lynch wealth management professionals (R. Scott Bills as CEO, Brett R. Bills as CIO, Joshua P. DeLoach as CSO, and Aaron P. Seeman as CXO), the firm is structured as a 100% owner-operated LLC headquartered in Greenwood Village, Colorado, with a second office in Cottonwood Heights (Salt Lake City area), Utah. The firm serves a Mountain West client base across Colorado and Utah, supported by roughly 11-50 employees including wealth advisors, client relationship managers, an investment analyst, and dedicated compliance and operations staff, with the broader team carrying 250+ aggregate years of experience and a dense stack of professional credentials (CFP®, CPWA®, CRPC®, CSRIC®, CEPA®, CAIA®, MBA).

The core offering is built around four integrated service lines: generational wealth planning, financial planning and investments, multi-family office services, and personalized advisory services. Delivery follows the firm's proprietary "Nilsine Method," a process-driven framework centered on personal touch, calculated innovation, and free-thinking expertise. The firm has no proprietary technology platform; client-facing infrastructure is delivered through a partnership with Dynasty Financial Partners and its ema Plan client portal, and the firm offers specialized capabilities in private markets (via a dedicated directorate), business-owner exit planning (CEPA), and sustainable/responsible investing (CSRIC). SEC filings reflect active discretionary portfolio management on behalf of clients, including a ~$19.96 million position in Microsoft representing 1.7% of the reported portfolio as of Q4 2025.

Nilsine generates revenue through recurring, fee-based advisory engagements — typically AUM-based or fixed advisory fees — with no disclosed subscription, transaction, or licensing revenue streams. Pricing is bespoke and not publicly disclosed, with services quoted on a case-by-case basis. The go-to-market is relationship-led: growth comes from personal referrals, advisor reputations, and civic and community involvement rather than paid digital or content marketing, and the firm distributes services exclusively through direct, advisor-led engagement with no self-serve or channel partner motion.

Name

Nilsine Partners

Legal name

Nilsine Partners LLC

Website

https://nilsinepartners.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Nilsine Partners is an independent, 100% owner-operated Registered Investment Advisor founded in 2021 by former Merrill Lynch professionals, providing personalized wealth management, financial planning, and multi-family office services to high-net-worth individuals, families, and business owners across Colorado and Utah.

Ownership category

akta.pro rank

Product category

Wealth Management / Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH), Estate Planning, Trust Structuring & Governance (FSAAADAF), Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Wealth management services
• Investment advisory
• Financial planning
• Multi-family office
• Generational wealth planning

Headquarters

HQ city

Greenwood Village

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory Fees: Nilsine Partners generates revenue through fee-based wealth management advisory services. As an independent RIA (Registered Investment Advisor), the firm charges advisory fees for financial planning, investment management, and personalized wealth services. The revenue model is recurring in nature, aligned with AUM (assets under management) or flat/fixed advisory fees. No subscription, transaction, or licensing revenue streams are described.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Nilsine Partners is an independent Registered Investment Advisor that provides fee-based wealth management and investment advisory services to high-net-worth individuals, families, and business owners. Its core services include Generational Wealth Planning, Financial Planning & Investments, Multi-Family Office services, and Personalized Advisory, all delivered through its proprietary "Nilsine Method" — a process-driven, interactive approach built on Personal Touch, Calculated Innovation, and Free-Thinking Expertise.

Product overview

Nilsine Partners is a wealth management firm offering a unified suite of personalized advisory services. The core offering combines generational wealth planning, financial planning and investments, multi-family office services, and personalized advisory into an integrated approach. The firm differentiates through its proprietary 'Nilsine Method'—an interactive, process-driven methodology built on three pillars: Personal Touch (individualized strategies), Calculated Innovation (challenging expectations), and Free-Thinking Expertise (owner-operated independence). The firm was founded in 2021 and operates from Denver headquarters and a Salt Lake City office.

Differentiator

Problem solved

Functional benefit

Products and services

• Generational Wealth Planning Wealth planning services focused on preserving and transferring wealth across generations, tailored to individual family priorities and pursuits, for HNW families and business owners.
• Financial Planning & Investments Investment management and financial planning services combining the firm's process-driven approach with personalized strategies aligned with client goals, for HNW individuals and families.
• Multi-Family Office Multi-family office services providing institutional-level wealth management infrastructure for multiple client families, including investment management, tax, estate, trust, and family office services.
• Personalized Advisory Services Fully customized advisory services built around individual client priorities, circumstances, and meaningful life pursuits, delivered through the firm's proprietary Nilsine Method.
• Retirement Planning Retirement planning services for clients navigating complex retirement, cash flow, and lifestyle decisions, delivered as part of the firm's broader financial planning offering.
• Tax and Estate Planning Tax planning and estate planning services for HNW individuals and families, delivered alongside investment and retirement planning.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Dynasty Financial Partners / ema Plan (Client Portal)supporting infrastructureTechnology or IntegrationNilsine Partners provides clients with access to a client portal hosted by Dynasty Financial Partners (ema Plan platform). This is a technology infrastructure partnership enabling clients to access their accounts, documents, and financial data. The portal is described as a 'Client Portal' link on the website.

Scale indicators4 records

Recent moves7 records

Expansion highlights4 records

Direct peers

• Creative Planning: Independent, owner-operated RIA offering full-service wealth management for HNW individuals and families. Comparable to Nilsine in independent structure, comprehensive services, and personalization, but with a national footprint.
• Cerity Partners: Independent, partner-owned wealth management and multi-family office platform serving HNW and UHNW families. Comparable in multi-family office offering, owner-operated model, and integrated planning services.
• Snowden Lane Advisors: Independent, partner-owned RIA providing personalized wealth management to HNW individuals and families. Comparable in independent ownership, advisor-led engagement model, and HNW/UHNW service scope.
• Wealth Enhancement Group: Independent wealth management firm providing advisory and planning services to HNW households through a national platform of advisors. Comparable in service mix, segment, and growing through advisor-team attraction.
• Sanctuary Wealth: Partner-owned RIA platform supporting independent advisor teams serving HNW clients with comprehensive wealth services. Directly comparable in the partnership-led independent RIA model and HNW targeting.
• Stratos Wealth Partners: Independent, partner-owned RIA serving HNW individuals, families, and business owners with comprehensive wealth planning. Directly comparable to Nilsine on ownership model, target segment, and full-service RIA positioning.
• Exencial Wealth Advisors: Independent, employee-owned RIA focused on serving HNW individuals and families with holistic financial planning and investment management. Comparable to Nilsine on independence, comprehensive planning-led offering, and HNW client focus.
• Lido Advisors: Independent, employee-owned RIA serving HNW individuals and families with multi-family office capability and personalized advisory. Closely comparable to Nilsine on independence, target client, and service mix.
• Ashton Thomas: Wealth management firm focused on HNW business owners, families, and executives with multi-generational planning. Comparable to Nilsine in segment focus (business-owner-led wealth) and comprehensive service offering.
• Mariner Wealth Advisors: Large independent RIA serving HNW and UHNW families with comprehensive wealth planning, multi-family office, and multi-generational services. Closely comparable to Nilsine in scope, independence, and target segment, though at materially greater scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/nilsinepartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 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 Nilsine Partners