Fusion Capital Management
Fusion Capital Management is a Dallas-based, SEC-registered tech-enabled RIA platform serving 75+ independent financial advisors managing $1B+ in AUM, offering multi-custodial technology, automated account opening, portfolio management, and OCIO investment services through transparent subscription-based pricing.
- Company typePrivate
- Founded2011
- HeadquartersDallas, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Fusion Capital Management does
Fusion Capital Management (legal entity: Coppell Advisory Solutions, LLC dba Fusion Capital Management) is a privately-held, SEC-registered, technology-enabled Registered Investment Advisor headquartered in Dallas, Texas, founded in 2011 and operating with 251-500 employees. The company provides an integrated platform that combines a multi-custodial technology layer, asset management capabilities, and operational infrastructure targeting independent financial advisors and Registered Investment Advisors (RIAs), particularly those managing $10M-$50M in assets under management and those transitioning from insurance/annuity practices into fee-based advisory work.
The platform's core technology includes a unified advisor-facing interface that supports multiple custodians simultaneously, a digital account opening engine that reduces account opening time from 20+ minutes to under three minutes per account, automated portfolio allocation completing in under one minute, and trading and rebalancing automation. A built-in machine learning pipeline runs 67 data checks on client information to drive NIGO rates below 5%. Through a June 2025 strategic partnership, The Burney Company provides outsourced Chief Investment Officer services including active equity strategies and custom asset allocation, layered on top of Fusion's own proprietary trading models and alternative investment access (structured notes, buffered UITs). The company also deploys a proprietary transition tool that compresses traditional 90-day platform migrations into a shorter, paperwork-pre-populated onboarding process.
Fusion generates revenue through recurring advisory fees on AUM and platform/technology subscription fees across a base of more than 75 partner advisors collectively managing over $1 billion in client AUM. Pricing is positionally differentiated against traditional broker-dealer fixed-payout structures: advisors retain control over margins, with transparent "black and white" pricing and over 100 selectable service models rather than bundled fixed percentages. Distribution is entirely direct, via consultative sales led by a Managing Director of Sales and a Director of Relationship Management, supported by content marketing, PR (notably a June 2025 PR Newswire announcement), and a public Profitability Calculator lead-capture tool.
Fusion Capital Management firmographics
Firmographics- Name
- Fusion Capital Management
- Legal name
- Coppell Advisory Solutions, LLC
- Website
- https://fusioncm.com
- Company type
- Private
- Founded year
- 2011
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Fusion Capital Management is a Dallas-based, SEC-registered tech-enabled RIA platform serving 75+ independent financial advisors managing $1B+ in AUM, offering multi-custodial technology, automated account opening, portfolio management, and OCIO investment services through transparent subscription-based pricing.
- Ownership category
- akta.pro rank
Fusion Capital Management industry classification
Industry- Product category
- Wealth Management Platform
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)
- akta.pro secondary industries
- Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward) (FSAAACAJ), Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
Keywords
Where Fusion Capital Management is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Fusion Capital Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Others, Infrastructure
Revenue model
- Advisory Fee Revenue (AUM-based): Fusion serves as the RIA platform for its partner advisors, who manage over $1 billion in assets under management. The company generates revenue through advisory fees charged on AUM. Fusion differentiates from traditional broker-dealers by offering transparent, flexible pricing where advisors maintain control over their margins rather than being subject to a fixed payout percentage. The company emphasizes that advisors can control their payout structure and choose which services to pay for, optimizing their take-home income.
- Platform and Technology Fees: Fusion charges platform fees for access to its integrated technology infrastructure, which includes multi-custodial management tools, account opening automation, trading and rebalancing capabilities, and compliance support. The pricing model is described as transparent with 'black and white' pricing and over 100 model options, allowing advisors to select only the services they need.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Multi-year contract | Transparent Pricing Model — advisors maintain control over margins, not fixed to a payout percentage |
| Subscription | Monthly | AUM-based Advisory Fees for partner advisors |
Go-to-market motion2 records
Distribution channels2 records
Marketing channels6 records
Fusion Capital Management product offering
Product offeringCore offering
Fusion Capital Management provides a tech-enabled Registered Investment Advisor (RIA) platform that combines fintech tools, asset management, and operational support for independent financial advisors. The platform enables streamlined account opening, multi-custodial management, automated portfolio allocation and rebalancing, proprietary trading models, alternative investments, and outsourced CIO investment services through its partnership with The Burney Company. Advisory services are offered through Coppell Advisory Solutions, LLC, an SEC-registered investment advisor.
Product overview
Fusion Capital Management offers a tech-enabled RIA platform for independent financial advisors consisting of an integrated core platform with multiple operational modules. The platform combines a unified technology layer (account opening, multi-custodial management, portfolio allocation and rebalancing) with investment capabilities (proprietary trading models, alternative investments, institutional research) and operational support (transition tools, training, compliance). Through its OCIO partnership with The Burney Company, advisors also access outsourced investment management including active equity strategies and custom asset allocation. The platform is designed for advisors managing $10M-$50M+ AUM seeking operational efficiency, transparent pricing, and higher payouts.
Differentiator
Problem solved
Functional benefit
Products and services
- Fusion Tech-Enabled RIA Platform Unified tech-enabled RIA platform that combines fintech tools, asset management, and operational infrastructure for independent financial advisors. Delivered through Coppell Advisory Solutions, LLC (SEC-registered investment advisor), it enables streamlined account opening, multi-custodial management, automated portfolio allocation and rebalancing, trading, client reporting, compliance support, and institutional-quality investment access.
- Burney Company OCIO Investment Services Partner-enabled outsourced investment management service delivering institutional-quality active equity strategies, customized asset allocation solutions, tax-efficient implementations, and a portfolio comparison tool for Fusion's advisor network. Provided through a strategic OCIO partnership with The Burney Company (CNBC FA 100-ranked firm managing $3 billion in assets).
Quantifiable outcome
- Account opening reduced from 20+ minutes to under 3 minutes per account
- +6 more outcomes
Companies that use Fusion Capital Management
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Fusion Capital Management technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
AI capability2 records
Feature6 records
Fusion Capital Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- The Burney CompanycoreFusion Capital Management partnered with The Burney Company as its Outsourced Chief Investment Officer (OCIO). Burney is an SEC-registered investment advisor managing $3 billion in assets and a CNBC FA 100 ranked firm (#3 in the U.S. for 2024). The partnership enables Fusion's network of 75+ advisors to access institutional-quality investment management including active equity strategies with tax-efficient implementations, customized asset allocation solutions, and a portfolio comparison tool. The partnership was implemented in late November 2024 and demonstrated value during the challenging early 2025 market environment. Burney serves Fusion advisors across the entire network through this OCIO arrangement.
Scale indicators6 records
Recent moves5 records
Expansion highlights4 records
Fusion Capital Management competitors and assessment
Company assessmentDirect peers
- Hightower Advisors: Hightower is an RIA platform serving independent advisors with technology, custody support, investment research, and transition assistance — directly comparable to Fusion's comprehensive RIA enablement model.
- Envestnet Tamarac: Envestnet's Tamarac platform offers portfolio rebalancing, performance reporting, and advisor workstations used by RIAs — the same operational automation stack that Fusion delivers to its 75+ partner advisors.
- Addepar (Black Diamond): Addepar's Black Diamond wealth management platform provides portfolio management, reporting, and rebalancing for RIAs — comparable to Fusion's multi-custodial, automated portfolio management capabilities.
- Orion Advisor Solutions: Orion provides a comprehensive wealthtech platform for RIAs including portfolio management, account aggregation, rebalancing, and CRM — directly overlapping with Fusion's core offering of integrated technology for independent financial advisors.
- Commonwealth Financial Network: Commonwealth is an independent broker-dealer and RIA platform providing technology, operations, and investment solutions to independent advisors — a comparable integrated platform targeting the same advisor population as Fusion.
- Dynasty Financial Partners: Dynasty provides an integrated platform for independent advisors including technology, investment solutions, and transition support — closely mirroring Fusion's value proposition for breakaway and mid-market advisors.
- Carson Group: Carson Group is a tech-enabled RIA platform serving independent financial advisors with coaching, technology, and back-office support. Fusion's Director of Relationship Management Justin Koehler previously worked at Carson Group, reflecting direct competitive overlap in target advisor segment.
Broad incumbents
- LPL Financial: LPL is the largest independent broker-dealer in the U.S., serving a broad base of financial advisors with a full technology and operations stack. It is a broader incumbent that competes for the same independent advisors Fusion targets, though at much larger scale.
- Schwab Advisor Services: Schwab provides custody and integrated technology services to RIAs including account opening, portfolio management tools, and rebalancing — a broad incumbent competitor that overlaps Fusion's multi-custodial, automation-focused value proposition.
Emerging players
- Sanctuary Wealth: Sanctuary Wealth is an emerging RIA platform serving independent advisors with technology, operations, and transition support — comparable to Fusion's model but at an earlier stage of platform maturity and advisor base.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
Fusion Capital Management social profiles
Digital presenceFusion Capital Management compliance and trust
Trust signalCompliance1 record
Fusion Capital Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Fusion Capital Management leadership team
Management profileNumber of profiles
Profiles7 records
Fusion Capital Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Fusion Capital Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Fusion Capital Management
What does Fusion Capital Management do?
Fusion Capital Management provides a tech-enabled Registered Investment Advisor (RIA) platform that combines fintech tools, asset management, and operational support for independent financial advisors. The platform enables streamlined account opening, multi-custodial management, automated portfolio allocation and rebalancing, proprietary trading models, alternative investments, and outsourced CIO investment services through its partnership with The Burney Company. Advisory services are offered through Coppell Advisory Solutions, LLC, an SEC-registered investment advisor.
Is Fusion Capital Management a public or private company?
Fusion Capital Management is a private company. It is classified as unknown and is currently operating.
When was Fusion Capital Management founded?
Fusion Capital Management was founded in 2011. It employs 251 to 500 people.
Where is Fusion Capital Management based?
Fusion Capital Management is headquartered in Dallas, United States, in the North America region.
How does Fusion Capital Management make money?
Two revenue lines are on record. Advisory Fee Revenue (AUM-based) is the primary driver. The others are platform and Technology Fees.
Who are Fusion Capital Management's main competitors?
Direct peers on record are Hightower Advisors, Envestnet Tamarac, Addepar (Black Diamond), Orion Advisor Solutions, Commonwealth Financial Network, Dynasty Financial Partners and Carson Group. Broad incumbents are LPL Financial and Schwab Advisor Services. Sanctuary Wealth is listed as an emerging player.
Does Fusion Capital Management have an API?
No public API is recorded for Fusion Capital Management.
What industry is Fusion Capital Management in?
Fusion Capital Management's product category is Wealth Management Platform. Its primary akta.pro industry code is FSAAACAA, Comprehensive/Full-Service RIAs & Independent Wealth Managers, with a secondary code of FSAAACAJ, Digital/Hybrid RIAs (Robo-Enabled, Tech-Forward). Its NAICS code is 523940 and its SIC code is 6282.