Platform Wealth Advisors
- Company typePrivate
- Founded2024
- HeadquartersGoleta, United States
- Headcount—
- GTM typeB2C
- OfferingServices
Platform Wealth Advisors firmographics
Firmographics- Name
- Platform Wealth Advisors
- Legal name
- PT&C Group, LLC
- Website
- https://platformadvise.com
- Company type
- Private
- Founded year
- 2024
- Operating status
- Operating
- Ownership category
- akta.pro rank
Platform Wealth Advisors industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Platform Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Goleta
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Platform Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Wealth Management Advisory Fees: Fee-only advisory firm generating revenue as a percentage of assets under management (AUM). Fees range from 1.25% to 0.25% of AUM per year, billed quarterly in installments. The firm is a Registered Investment Advisor with the SEC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Assets Under Management (AUM) based fee tiers ranging from 1.25% to 0.25% annually |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels3 records
Platform Wealth Advisors product offering
Product offeringCore offering
Platform Wealth Advisors is a fee-only Registered Investment Advisor that delivers evidence-based wealth management services to individuals, families, and businesses. Its core offerings include investment management, retirement planning, estate planning, business planning and succession, wealth enhancement and transfer, and wealth preservation and protection, all delivered through credentialed wealth advisors operating from Goleta, CA and Mercerville, NJ offices.
Product overview
Platform Wealth Advisors is a wealth management advisory service launched by Platform Advisors (the professional services arm of Platform Accounting Group) in April 2024 following the acquisition of Walpole Financial Advisors. The firm operates as part of a broader ecosystem of professional services that includes Specialty Tax Advisory, Business Advisory, Audit & Assurance, Family Office Advisory, Platform Technology Advisors, and Platform Business Advisors. These services are designed to work collaboratively, allowing clients to access specialized expertise across multiple disciplines from a single network. Platform Wealth Advisors specifically offers evidence-based investing and holistic wealth management services including advanced planning, estate planning, business planning, retirement planning, investment management, wealth enhancement, and wealth preservation.
Differentiator
Problem solved
Functional benefit
Brands
- Platform Wealth Advisors: National wealth management advisory service emphasizing evidence-based investing
- Platform Business Advisors
- Platform Family Office Advisors
- Platform Technology Advisors
- Platform Tax Advisors
- Platform CPA
Products and services
- Platform Wealth Advisors (Wealth Management) A fee-only wealth management advisory delivering evidence-based investment management, advanced planning, retirement planning, estate planning, business planning and succession, wealth enhancement and transfer, and wealth preservation and protection for individuals, families, and business owners.
- Investment Management Portfolio construction and ongoing investment management grounded in Evidence-Based Investing™ principles including market efficiency, risk-reward relationships, diversification, and factor returns.
- Retirement Planning & Sponsorship Retirement readiness planning for individuals and design, implementation, and investment advisory for company-sponsored retirement plans.
- Estate Planning & Wealth Transfer Estate planning, wealth transfer, and charitable giving advisory for individuals and families seeking to manage inheritance and asset transition.
- Business Planning & Succession Business succession and exit planning advisory for business owners, aligning business wealth with personal financial goals and managing ownership transitions.
- Tax & Financial Planning Coordination Individual tax planning and retirement plan consulting coordinated with the broader Platform Accounting Group tax advisory practice.
Quantifiable outcome
- Fee-only advisory model eliminating conflicts of interest — compensation received only from clients directly
- +1 more outcomes
Companies that use Platform Wealth Advisors
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Platform Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability1 record
Feature1 record
Platform Wealth Advisors partnerships and signals
Strategic signalPartnerships
Three partnerships are on record, tiered core.
- Walpole Financial AdvisorscoreWalpole Financial Advisors, based in Goleta, CA, was acquired by Platform Accounting Group and rebranded as Platform Wealth Advisors. Founder and partner Kirk Stovesand now leads the Platform Wealth Advisors team. The acquisition brought evidence-based investing capabilities and expanded Platform's wealth management offerings to serve existing tax and accounting clients.
- Hamilton Mercer Advisors, LLCcoreAl Silvestri and Jim Alfieri of Hamilton Mercer Advisors, LLC are members of the Platform Wealth Advisors team based in New Jersey, providing wealth advisory services under the Platform Wealth Advisors umbrella. The firm operates as a closely-held business and organization advisory practice.
- Platform Accounting GroupcorePlatform Wealth Advisors is the wealth management arm of Platform Accounting Group, a next-gen professional services organization that acquires and supports boutique accounting and professional services teams across the United States. Platform Accounting Group provides the operational infrastructure, technology, and network of professional services that Platform Wealth Advisors leverages for holistic client service.
Scale indicators5 records
Recent moves7 records
Expansion highlights6 records
Platform Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Moneta Group: Independent, fee-only RIA providing financial planning, investment management, and family office services. Comparable as a multi-disciplinary, fee-only RIA serving HNW individuals and business owners.
- Mercer Advisors: National RIA offering wealth management, tax, estate planning, and family office services to HNW clients, with a similar roll-up acquisition strategy. Closely comparable business model, target client, and integrated service offering.
- Carson Group: RIA and coaching/support platform for independent financial advisors, bundling wealth management with business consulting. Comparable as a multi-disciplinary advisory network targeting HNW clients and business owners.
- Cresset Capital: Multi-family office providing wealth management, tax, estate, and family office services to UHNW families. Comparable in targeting HNW/UHNW clients with a family-office-style service model.
- Sequoia Financial Group: Fee-only RIA offering wealth management, tax, and retirement plan services to HNW individuals and institutions. Comparable as a multi-disciplinary, fee-only RIA with a tax-integrated offering.
Broad incumbents
- Edelman Financial Engines: Large national RIA combining traditional wealth advisory with a digital advice platform. Comparable in serving mass-affluent through HNW clients with both human-advisor and tech-enabled services.
- Creative Planning: One of the largest independent, fee-only RIAs in the U.S., providing wealth management, financial planning, and tax services. Comparable as a multi-disciplinary, fee-only RIA competing for the same HNW and business-owner segments.
- Focus Financial Partners: Leading partnership model for independent RIAs, providing capital and back-office support to wealth advisory firms. Comparable as a roll-up acquirer of boutique wealth advisory practices.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, tax, estate, and family office services to HNW/UHNW clients across the U.S. Directly comparable as a fee-only, multi-disciplinary advisory consolidator.
Emerging players
- Beach Street Capital: Multi-family office and RIA serving HNW business owners with integrated wealth, tax, and exit planning. Comparable niche focus on business-owner wealth management adjacent to Platform Wealth Advisors' business-owner segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Platform Wealth Advisors social profiles
Digital presencePlatform Wealth Advisors compliance and trust
Trust signalCompliance1 record
Platform Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Platform Wealth Advisors leadership team
Management profileNumber of profiles
Profiles12 records
Platform Wealth Advisors subsidiaries and ownership
Company hierarchySubsidiaries6 records
Platform Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Platform Wealth Advisors 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 Platform Wealth Advisors
What does Platform Wealth Advisors do?
Platform Wealth Advisors is a fee-only Registered Investment Advisor that delivers evidence-based wealth management services to individuals, families, and businesses. Its core offerings include investment management, retirement planning, estate planning, business planning and succession, wealth enhancement and transfer, and wealth preservation and protection, all delivered through credentialed wealth advisors operating from Goleta, CA and Mercerville, NJ offices.
Is Platform Wealth Advisors a public or private company?
Platform Wealth Advisors is a private company. It is classified as venture growth investor backed and is currently operating.
When was Platform Wealth Advisors founded?
Platform Wealth Advisors was founded in 2024.
Where is Platform Wealth Advisors based?
Platform Wealth Advisors is headquartered in Goleta, United States, in the North America region.
How does Platform Wealth Advisors make money?
One revenue line is on record: wealth Management Advisory Fees.
Who are Platform Wealth Advisors's main competitors?
Direct peers on record are Moneta Group, Mercer Advisors, Carson Group, Cresset Capital and Sequoia Financial Group. Broad incumbents are Edelman Financial Engines, Creative Planning, Focus Financial Partners and Mariner Wealth Advisors. Beach Street Capital is listed as an emerging player.
Does Platform Wealth Advisors have an API?
No public API is recorded for Platform Wealth Advisors.
What industry is Platform Wealth Advisors in?
Platform Wealth Advisors's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent). Its NAICS code is 523940 and its SIC code is 6282.