Virtue Capital Management

Name

Virtue Capital Management

Legal name

Virtue Capital Management, LLC

Website

https://whyvirtue.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

11–50 employees

Ownership category

akta.pro rank

Product category

Turnkey Asset Management Platform (TAMP) / Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

Keywords

• Turnkey asset management
• Investment advisor platform
• Proprietary investment models
• Wealth management services
• RIA compliance support

Headquarters

HQ city

Nashville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. AUM Management Fees: Investment Advisors are paid monthly on the AUM they have invested with VCM. This is the primary revenue stream where advisors pay fees based on assets under management, creating recurring revenue for the platform.
2. Affiliation Fees: Affiliation fees range from free to $1,500 per year depending on the advisor's AUM level. Lower AUM advisors may qualify for free affiliation while higher AUM advisors pay annual fees.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels7 records

Core offering

Virtue Capital Management operates a Turnkey Asset Management Platform (TAMP) that delivers to investment advisor representatives access to 100+ investment portfolios and proprietary models from 35+ third-party money managers, together with marketing, branding, compliance, case design, back-office, and technology services. The firm is an SEC-registered investment advisor offering Strategic, Dynamic, and Tactical investment strategies, proprietary overlays for risk management, and integrated practice growth tools for independent financial advisors across the United States.

Product overview

Virtue Capital Management operates as a dual-entity Registered Investment Advisor (RIA) and Turnkey Asset Management Platform (TAMP) firm based in Nashville, Tennessee. Its core product is the VCM TAMP Platform, which provides advisors with access to over 100 investment options across Strategic, Dynamic, and Tactical strategies from more than 35 unique money managers. The platform is complemented by three proprietary investment sub-brands: the VCM Multi-Trigger Overlay (a three-trigger algorithmic risk management system), the VCM Stop Loss Models (three risk-tiered models with proprietary stop loss/re-entry), and the Dual Momentum Sector Portfolios (sector rotation strategy). Supporting services include the VCM Support Portal (cloud-based service and ticketing platform), the VCM Marketing Platform (full seminar system with pre-built templates), VCM Creative (in-house branding and video production), the VCM Advisor Development Team (case design and coaching), VCM University (in-person training), and Virtue Advisors (sister FMO for annuity and life insurance products). The platform integrates with Orion, Salesforce CRM, DocuSign, Morningstar tools, QUIK, HiddenLevers, and Annuity Rate Watch to deliver a comprehensive advisor practice management solution.

Differentiator

Problem solved

Functional benefit

Products and services

• Virtue Capital Management TAMP Platform Turnkey Asset Management Platform that gives investment advisor representatives access to over 100 investment options and proprietary overlays across Strategic, Dynamic, and Tactical strategies, with back-office support, marketing, branding, and technology services bundled in.
• VCM Multi-Trigger Overlay Proprietary mathematical overlay employing three algorithmic technical indicators (VCM Stop Loss, VCM Tactical Overlay, and VCM Market Trend Indicator) that independently dictate a risk-on (equities) or risk-off (high quality bonds) posture to tactically mitigate downside risk.
• VCM Stop Loss Models Three proprietary stop loss portfolio models (Aggressive, Balanced/Moderate, and Conservative) using a tested stop loss and re-entry methodology, including a Market Buy Back feature to guide advisors out of deteriorating markets.
• Dual Momentum Sector Strength Portfolios Sector rotation strategy providing exposure to the four top-ranked broad U.S. economic sectors based on VCM relative strength ranking methodology, applying dual momentum monthly to capitalize on sector divergence across market cycles.
• VCM Support Portal (Cloud-Based Service Portal) Cloud-based service portal providing advisors with hands-on client management and a secure online ticketing and tracking solution for service requests including Account Service, Case Prep, New Business, Compliance, Trading Desk, Distribution/Withdrawal, Technology, and General Support.
• VCM Advisor Development Team (Case Design) A team of insurance and securities licensed professionals dedicated to helping advisors establish short- and long-term goals, create custom business and marketing plans, and provide ongoing coaching and consultation for fee-based AUM production under a fiduciary standard.
• VCM Marketing Platform Comprehensive marketing platform providing advisors with a full seminar system including branded invitations, PowerPoint presentations, step-by-step guides, pre-built workshop and seminar templates, and ongoing campaign support for client acquisition and retention.
• VCM Creative (In-House Creative Department) Award-winning in-house creative department offering custom branding, HD quality videos and animation, logos, business cards, billboard and banner ad graphics, complete branding campaigns, and commercial video production for advisor practices.
• VCM University (Training Program) In-person training program hosted at the VCM home offices in Nashville and at regional events, covering VCM evolution, investment strategies, branding, marketing, mergers & acquisitions, succession planning, technology, and advisor support.
• Virtue Advisors (Sister FMO for Insurance) Sister Field Marketing Organization (FMO) affiliated with VCM that enables advisors to grow their insurance business, specifically Fixed Indexed Annuities and Cash Value Life products, alongside their investment advisory offerings.

Quantifiable outcome

• Access to over 100 portfolios from 35+ unique Money Managers
• +1 more outcomes

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

Feature5 records

Partnerships

One partnership is on record.

• Virtue AdvisorscoreStrategic or Co-development PartnerVirtue Advisors is VCM's sister FMO (Field Marketing Organization) that allows advisors to grow their insurance business including Fixed Indexed Annuities and Cash Value Life products. This partnership provides advisors access to insurance products alongside investment offerings for comprehensive client solutions.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Orion Advisor Technology: Provides technology and TAMP-like services (Orion Advisor Tech, Brinker Capital wealth, Redtail CRM) to independent RIAs and breakaway advisors. Directly comparable as a turnkey platform offering model portfolios, advisor workstations, and back-office support to RIAs — the same customer and use case as VCM.
• Brinker Capital: A TAMP offering model portfolios and advisor practice support to independent RIAs. Closely comparable to VCM in that it curates multi-manager investment strategies and bundles them with practice management, trading, and reporting for affiliated advisors.

Broad incumbents

• Envestnet: Large incumbent TAMP and advisor technology platform (Envestnet | PMC) serving thousands of RIAs with model portfolios, UMA, and turnkey wealth management. Overlaps broadly with VCM's platform but at vastly greater scale and broader feature set.
• AssetMark: Public TAMP providing curated investment solutions, practice management, and technology to independent RIAs. Comparable in offering a turnkey model-portfolio and back-office stack to advisors, though at significantly larger AUM scale.
• SEI Advisor Network: SEI's wealth-platform business serves independent advisors with model portfolios, custody, technology, and practice consulting. Directly competes with VCM for the same independent RIA customer and bundles similar turnkey capabilities.
• Schwab Advisor Services: Schwab's TAMP and custody offering for independent RIAs, including Schwab Managed Portfolios and turnkey services. Comparable as a comprehensive platform for breakaway and independent advisors, but bundled inside a much larger custodian.
• Fidelity Institutional Wealth Services: Fidelity's RIA platform offering custody, model portfolios (Fidelity Wealth Advisor Solutions), and advisor technology. Comparable to VCM as a turnkey RIA platform, with much broader scale and a wider feature set.
• LPL Financial: Large independent broker-dealer and RIA custodian offering turnkey wealth management (LPL Managed Wealth, Model Wealth Portfolios) to thousands of advisors. Comparable to VCM in serving independent advisors with model portfolios and back-office services, though at much greater scale.

Emerging players

• Dynasty Financial Partners: An emerging TAMP-like platform providing independent advisor services including investment solutions, technology, and practice management support to breakaway advisors. Comparable as a non-custodial platform serving independent RIAs, though with a more M&A-oriented service mix.
• Sanctuary Wealth: An emerging partner-owned platform for independent advisors and RIAs offering investment solutions, technology, compliance, and consulting. Comparable to VCM as a turnkey platform targeting breakaway and independent RIAs, but with more of a partnership/deferred-comp model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/virtuecm
• YouTubeyoutube.com/user/virtuecm
• Facebookfacebook.com/virtuecm
• LinkedInlinkedin.com/company/virtue-capital-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Subsidiaries1 record

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 Virtue Capital Management