Motiv8 Investments

Name

Motiv8 Investments

Legal name

Motiv8 Investments, LLC

Website

https://motiv8investments.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Model Portfolio & Portfolio Construction Engines (FSAGAEAD)

akta.pro secondary industries

Portfolio Construction & Asset Allocation Advisory (FSAEAAAC), Target-Risk / Risk-Profile Model Portfolios (FSAAAJAD), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Investment advisory services
• Model portfolio management
• ETF asset allocation
• Advisor back-office support
• Registered investment adviser

Headquarters

HQ city

Stuart

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, Operations, Marketing or Sales

Revenue model

1. Investment Advisory Services: Motiv8 Investments provides comprehensive investment management services to financial advisors, including portfolio models, custody solutions, and administrative support. As an SEC-registered investment adviser, the company likely generates revenue through advisory fees based on assets under management (AUM), given its focus on serving financial advisors with model portfolios.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Motiv8 Investments provides financial advisors with five ETF-based model portfolios (M8 Conservative, Conservative Moderate, Moderate, Growth, and Aggressive) constructed using data-driven, modern portfolio theory strategies, delivered alongside personalized coaching, expert portfolio management, and comprehensive back-office support including custody and administration services through Schwab and TD Ameritrade partnerships. The offering is centered on the proprietary 8 Elements of Financial Control framework and is structured to enable advisors to scale their practices while maintaining regulatory compliance and high-quality client service.

Product overview

Motiv8 Investments offers a unified investment advisory platform for financial advisors, centered on five proprietary Model Portfolios (M8 Conservative, Conservative Moderate, Moderate, Growth, and Aggressive Models) that invest in ETFs across diverse asset classes, geographies, and sectors. These portfolio models are complemented by advisor-focused services including personalized coaching, expert portfolio design, tax planning resources, and comprehensive back-office support. The company leverages partnerships with Schwab and TD Ameritrade for custody and administration services, enabling trade processing, systematic withdrawals, portfolio rebalancing, and detailed reporting. The platform is supported by an '8 Elements of Financial Control' framework and advanced technology integration for streamlined operations.

Differentiator

Problem solved

Functional benefit

Products and services

• M8 Conservative Model A risk-tiered model portfolio seeking holistic exposure to fixed-income related securities with the objective of capital preservation and total return. Invests across diverse asset classes, geographies, and sectors through liquid, low-cost, tax-efficient ETFs selected by Motiv8 Investments. Designed for financial advisors managing clients who prioritize capital preservation.
• M8 Conservative Moderate Model A model portfolio seeking predominant exposure to fixed-income related securities with a moderate allocation to a globally diversified equity portfolio. Invests across diverse asset classes through liquid, low-cost, tax-efficient ETFs selected by Motiv8 Investments. Designed for financial advisors managing clients seeking modest equity participation with income focus.
• M8 Moderate Model A balanced model portfolio providing long-term capital appreciation with the shared objective of capital preservation at intermediate volatility levels. Allocates across diverse asset classes, geographies, and sectors through broadly diversified equity and debt related securities held via liquid, low-cost, tax-efficient ETFs. Designed for financial advisors managing clients seeking a balanced allocation.
• M8 Growth Model A growth-oriented model portfolio seeking capital appreciation while maintaining broad equity and fixed-income market participation. Targets long-term capital appreciation while avoiding the riskier areas of the market, accepting significant short-term fluctuations. Invests in underlying ETFs selected by Motiv8 Investments. Designed for financial advisors managing clients comfortable with growth-oriented volatility.
• M8 Aggressive Model An aggressive model portfolio seeking capital appreciation at volatility levels comparable to global equity indexes. Allocates across diverse asset classes, geographies, and sectors through liquid, low-cost, tax-efficient ETFs selected by Motiv8 Investments. Designed for financial advisors managing clients seeking equity returns and able to tolerate considerable market fluctuations.
• Personalized Coaching One-on-one coaching services in which experienced mentors equip financial advisors with strategies to navigate growth, enhance client relationships, and optimize business operations. Sold to financial advisors as part of Motiv8's advisory service offering.
• Expert Portfolio Management Expert guidance in investment portfolio design leveraging cutting-edge research and market insights to develop robust portfolios that meet diverse client needs and adapt to market fluctuations. Provided to financial advisors as part of Motiv8's investment advisory service.
• Comprehensive Back-Office Support Administrative task handling, compliance monitoring, and reporting services that allow financial advisors to focus on client engagement and business development. Bundled with Motiv8's investment advisory offering for advisor clients.
• Custody & Administration Solutions Custody and administration services delivered through partnerships with Schwab and TD Ameritrade, providing trade processing, systematic withdrawals, advisor fee deductions, portfolio rebalancing, and detailed statements and reporting. Sold to financial advisors as part of Motiv8's turnkey offering.
• Tax Planning Resources Expert guidance resources to assist financial advisors and their clients with tax planning strategies as part of comprehensive financial planning. Bundled with Motiv8's investment advisory offering.
• 8 Elements of Financial Control Framework A proprietary framework used by Motiv8 Investments to help individuals and families align their investments with their long-term financial goals through eight structured elements. Sold as part of Motiv8's investment advisory service for financial advisors.

Quantifiable outcome

• ETFs selected for liquidity, low cost, and tax efficiency
• +1 more outcomes

Segments2 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature7 records

Partnerships

Two partnerships are on record, tiered core.

• SchwabcoreTechnology or IntegrationMotiv8 Investments has established a partnership with Schwab for custody and administration solutions. Through this partnership, the company provides trade processing, systematic withdrawals, advisor fee deductions, portfolio rebalancing, and detailed statements and reporting. This one-stop solution allows advisors to spend more time building client relationships and less time managing operations.
• TD AmeritradecoreTechnology or IntegrationMotiv8 Investments partners with TD Ameritrade for custody and administration services, simplifying the complexities of managing investments. This partnership enables advisors to focus on their clients' needs with confidence while leveraging institutional-quality custodial infrastructure.

Scale indicators1 record

Recent moves6 records

Expansion highlights3 records

Emerging players

• Riskalyze: Risk-tolerance assessment platform used by advisors to align portfolios with client risk profiles. Comparable to Motiv8's risk-tiered model construction approach (Conservative → Aggressive) and risk-tolerance assessment use case.
• Advizr (now Orion Planning): Financial planning software for RIAs supporting goals-based planning and client engagement. Comparable to Motiv8's goals-based '8 Elements' framework and broader advisor productivity offering.

Broad incumbents

• Envestnet: Large incumbent TAMP and portfolio-construction platform serving thousands of advisors with model portfolios, UMA, and analytics. Highly comparable to Motiv8 in providing outsourced investment management infrastructure to RIAs, but at vastly greater scale.
• Orion Portfolio Solutions: Wealthtech platform providing model marketplace, portfolio construction, rebalancing, and advisor technology. Competes directly with Motiv8 in serving RIAs seeking turnkey ETF-based model portfolios.
• Schwab Institutional (Managed Account Solutions): Custodian that also offers its own managed-account and model portfolio programs to advisors. Motiv8 partners with Schwab for custody, but Schwab itself markets competing in-house model portfolios to the same advisor base.
• SEI Investments (Advisor Network): Long-standing wealth platform serving advisors with model portfolios, custody, and practice management. Comparable to Motiv8's B2B offering to RIAs but with much deeper institutional scale.
• AssetMark: Established TAMP offering model portfolios, advisor platform, and practice management services. Direct category overlap with Motiv8's outsourced model-portfolio-plus-back-office offering for financial advisors.
• Morningstar Advisor (Model Portfolios): Provides research-driven model portfolios and portfolio construction tools for advisors. Direct competitor in ETF-based model portfolio delivery, anchored in Morningstar's proprietary research and ratings.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/Motiv8-Investments-118041972257100
• LinkedInlinkedin.com/company/motiv8-investments-llc

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 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 Motiv8 Investments