Risemint Capital Advisors

What Risemint Capital Advisors does

Risemint Capital Advisors operates a fiduciary wealth advisory business under the Coretactic brand, with the legal entity Fortis Capital Advisors, LLC headquartered in Evergreen, Colorado. Founded in 2017 as Coretactic Strategies, the firm grew to $125 million in assets under management within five years, serving high net worth families with complex legal and tax situations as its primary segment, alongside employer-side 401(k) plan administration under the Coretactic FiduciaryShift product. In 2025 the firm merged with Fortis Capital Advisors and pivoted away from general mass-affluent planning toward specialized HNW wealth management, while continuing to operate a training seminar channel covering tax strategy, charitable giving, and investment growth.

The firm's service offering comprises three integrated modules: Wealth Management (consolidating investments, legal, and tax administration under a family-office model), 401(k) Administration via Coretactic FiduciaryShift (managing investments through ERISA compliance for employers), and customized Training Seminars (educational programming for wealth creators and inheritors). Revenue mechanics follow a subscription/recurring model tied to assets under management for HNW clients and to employer plan administration fees for the 401(k) line, with pricing not publicly disclosed and typically structured as AUM-based or fixed retainer arrangements. The go-to-market is direct and sales-led, leveraging professional networks, referrals, and education seminars to acquire clients nationally from a single Colorado office.

The leadership team includes three CFA charterholders (David Cleary as CIO, Karol Krucinski and Patrick Mullen in portfolio management), a CFP-certified Chief Compliance Officer (Belena Vincetti), and a Principal (Bryce Johnson) covering financial planning and firm leadership. The firm operates without disclosed external funding, parent company, or institutional ownership, relying on organic AUM growth and the 2025 Fortis merger for capacity expansion. The technology stack is not publicly described, and no proprietary AI, API, or digital platform capabilities are disclosed, positioning the firm as a human-delivered, credentials-driven advisory practice rather than a technology-enabled one.

Name

Risemint Capital Advisors

Legal name

Fortis Capital Advisors, LLC

Website

https://risemint.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

1–10 employees

Short description

Risemint Capital Advisors is a Colorado-based fiduciary wealth advisory firm (operating as Coretactic, legal entity Fortis Capital Advisors, LLC) that serves high net worth families with consolidated wealth, tax, and legal planning, while also providing 401(k) fiduciary administration to employers nationwide.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940), Insurance and Employee Benefit Funds (5251)

SIC

Investment Advice (6282)

akta.pro industry

PRIMARYFSAAACAB

Financial Planning–Led RIAs

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAEABAF

Retirement Plan Participant Advice & Managed Accounts

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

Keywords

• Wealth management
• Retirement planning
• 401(k) administration
• Financial advisory
• Fiduciary services

Headquarters

HQ city

Evergreen

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management Advisory: Institutional-grade family office services providing consolidated investments, legal and tax administration for high net worth families.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels1 record

Core offering

Risemint Capital Advisors (operating as Coretactic / Fortis Capital Advisors, LLC) is a fiduciary advisory firm providing institutional-grade family office wealth management for high net worth families, consolidating investments, legal, and tax administration under one roof. It also administers employer 401(k) plans under the Coretactic FiduciaryShift brand, handling investments and ERISA-required administrative tasks. Customized training seminars on wealth topics complement the advisory offering.

Product overview

Risemint Capital Advisors operates under the Coretactic brand, offering a unified financial advisory platform comprising three integrated service modules: Wealth Management (institutional-grade family office services consolidating investments, legal, and tax administration), 401(k) Administration via Coretactic FiduciaryShift (managing employer retirement plans including investments and ERISA compliance), and Training Seminars (customized educational programs on wealth strategies). Following a 2025 merger with Fortis Capital Advisors, the firm specializes in serving high net worth families with unique legal and tax needs while also managing benefits plans for employers nationwide.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Management Institutional-grade family office services designed for client scale, consolidating investments, legal, and tax administration under one roof for high net worth families.
• 401(k) Administration (Coretactic FiduciaryShift) Manages employers' 401(k) plans from investments to administrative tasks required by ERISA, enabling businesses to focus on their core operations.
• Training Seminars Customized seminars covering employable money management, tax strategy, charitable giving, and investment growth and preservation for the creators and inheritors of wealth.

Quantifiable outcome

• Grew from zero to $125 million AUM in five years

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Fortis Capital AdvisorscoreStrategic or Co-development Partner · 1 January 2025Coretactic Strategies merged with Fortis Capital Advisors in 2025, bringing robust enhancements to the service offering. Fortis Capital Advisors, LLC provides investment advice to individual investors and businesses. The merger expanded capabilities for serving high net worth clients with complex financial needs.

Scale indicators3 records

Recent moves4 records

Expansion highlights4 records

Direct peers

• Cresset Capital Management: Family-office-style RIA serving HNW and UHNW families with consolidated investment, tax, estate, and private wealth services — closely aligned with Risemint's "institutional-grade family office services" positioning for HNW families with complex needs.
• Creative Planning: National independent RIA providing holistic financial planning, investment management, and tax services for HNW individuals and families — comparable business model, fee structure, and target client profile to Risemint's HNW-focused service.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth planning, investment management, retirement plan services, and family office-style offerings for HNW families — directly comparable to Risemint's combined wealth management + 401(k) administration model.
• Carson Wealth: RIA platform serving HNW clients through advisor teams delivering financial planning, investment management, and 401(k) support — comparable services, client segment, and recurring AUM-based revenue model.
• Edelman Financial Engines: Large national RIA combining personal wealth management, financial planning, and employer-sponsored retirement plan services — directly analogous to Risemint's combined HNW advisory + 401(k) administration offering.
• Mercer Advisors: National RIA offering wealth management, retirement plan consulting, and estate/tax planning for HNW households and employer plans — directly comparable dual-pronged HNW + 401(k) service model.
• Wealthspire Advisors: Independent RIA providing fiduciary wealth management, financial planning, and investment advisory for HNW individuals and families — similar client profile, fiduciary positioning, and national-service model.

Broad incumbents

• Focus Financial Partners: Public RIA consolidator supporting dozens of independent wealth management firms serving HNW clients — comparable end-client base but operates at dramatically larger scale and as a parent platform rather than a single wealth advisory firm.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/risemint

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 Risemint Capital Advisors