Blueprint Financial Advisors

What Blueprint Financial Advisors does

Blueprint Financial Advisors is a Charlotte, North Carolina-based wealth management firm founded in 2021 by Jon Robinson and Brandon Langley that provides an integrated platform and back-office infrastructure for independent financial advisors. The firm offers practice management support, compliance, technology integrations, and growth enablement to affiliated advisors, with stated positioning as a majority employee-owned, private equity-free alternative for breakaway and independent advisors. Its product surface extends beyond advisory services through subsidiaries including Blueprint Insurance Services and Blueprint Investment Partners.

The underlying platform is assembled from third-party technology partnerships rather than proprietary technology — including Orion for portfolio management, Pontera for retirement account integration, PreciseFP for financial planning data gathering, AdvicePay for billing, Redtail for CRM, and DocuSign for document workflows. The firm operates approximately 20 team members across multiple U.S. states (NC, GA, IL, CT, FL, WI, KY, PA), and was ranked the #16 largest wealth management firm in the Charlotte Business Journal's 2026 list.

Blueprint's business model is asset-based: it derives revenue primarily from advisory fees tied to assets under management on the platform, which scaled from approximately $200M in 2024 to over $1B in 2025, with $1.5B projected by mid-2026. The go-to-market is advisor recruiting rather than consumer acquisition, leveraging Broker Protocol membership and a Relationship Manager-led model to attract breakaway advisors from wirehouses and independent channels. Additional revenue is generated through insurance distribution via Blueprint Insurance Services and through platform services tied to affiliated advisor practices.

Name

Blueprint Financial Advisors

Legal name

Blueprint Financial Advisors

Website

https://buildyourblueprint.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

11–50 employees

Short description

Blueprint Financial Advisors is a Charlotte-based, majority employee-owned wealth management firm founded in 2021 that provides practice management, technology, and back-office support to independent financial advisors across multiple U.S. states.

Ownership category

akta.pro rank

Product category

Wealth Management and Registered Investment Advisor (RIA) Services

NAICS

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

SIC

Investment Advice (6282), Finance Services (6199)

akta.pro primary industry

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

akta.pro secondary industries

Digital/Hybrid Robo-Wealth & Retirement Advisory (FSAEABAK), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Wealth management services
• Practice management solutions
• Registered investment advisor
• Advisor transition services
• Customized asset management

Headquarters

HQ city

Charlotte

HQ country

United States

HQ region

North America

Offices11 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Advisory Services Platform Fees: Provides comprehensive wealth management platform to financial advisors including practice management, technology, in-house back-office capabilities, and customized asset management in exchange for platform/advisory fees
2. Asset Management: Customized asset management including separately managed account portfolios, ongoing portfolio execution, risk management, tax-loss harvesting, and direct indexing capabilities
3. Insurance Services: Insurance products and services through Blueprint Insurance Services affiliate, providing access to life, long-term care, and fee-based annuities

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels4 records

Core offering

Blueprint Financial Advisors provides a comprehensive wealth management and practice management platform to independent financial advisors, RIAs, and broker-dealer representatives. The firm delivers four core pillars—practice management, advisor technology, in-house back-office capabilities, and customized asset management (including SMA portfolios and direct indexing)—along with succession capital, transition support, and an affiliated insurance services offering. Advisors and their clients gain access to integrated tools (Orion, Pontera, Redtail, PreciseFP, AdvicePay) and systematic investment strategies while Blueprint handles operations, compliance, and back-office work.

Product overview

Blueprint Financial Advisors is a wealth management firm offering a comprehensive platform for financial advisors through four core service pillars: Practice Management, Advisor Technology, In-House Back-Office Capabilities, and Customized Asset Management. The platform integrates multiple technology solutions including Orion Advisor Solutions (wealthtech for SSO, account management, reporting), Pontera (held-away retirement account management), Redtail (CRM), PreciseFP (automated data gathering), DocuSign (e-signatures), and AdvicePay (billing/payments). The firm also operates an insurance affiliate, Blueprint Insurance Services, and is affiliated with Blueprint Investment Partners for systematic investment strategies. The platform enables advisors to transition from broker-dealer to RIA models while providing back-office, compliance, and operational support.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Advisor Solutions Platform Comprehensive wealth management platform providing financial advisors with practice management, technology, in-house back-office capabilities, and customized asset management solutions. Empowers advisors to focus on growing their business and serving clients rather than day-to-day operations, serving independent financial advisors, RIAs, and broker-dealer representatives.
• Blueprint Insurance Services Insurance affiliate providing comprehensive coverage options for financial advisors and their clients including life insurance, long-term care, and fee-based annuities. Bolstered through partnership with Core Income Advisors providing back-office and administrative support for product selection, application processing, and policy servicing.
• Blueprint Investment Partners Affiliated institutional investment manager offering systematic, repeatable, and rules-based investment strategies to financial advisors, including trend-following investment overlay with emphasis on risk management.

Named customers9 records

Segments4 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration6 records

Feature8 records

Partnerships

Nine partnerships are on record, tiered core and supporting.

• PreciseFPcoreTechnology or Integration · 3 February 2026Award-winning software solution that automates the data-gathering process and integrates with CRM and financial planning tools. Reduces time spent on manual data entry including risk tolerance assessments, Know Your Customer documentation, and CRM updates. Integrates with AdvicePay, Asset-Map, Dropbox, DocuSign, eMoney, Holistiplan, MoneyGuidePro, Redtail, and SmartOffice.
• Core Income AdvisorscoreStrategic or Co-development Partner · 29 April 2024Independent insurance brokerage providing robust back-office and administrative support for insurance product selection, application processing, and policy servicing through Blueprint Insurance Services. Collaborative partnership enhances comprehensive coverage options including life, long-term care, and fee-based annuities.
• AdvicePaycoreTechnology or Integration · 21 December 2023Industry-leading billing and payment solution for fee-for-service financial planning enabling efficient, compliant, and secure management of billing. Allows advisors to manage unlimited client accounts and multiple advisor accounts with features including one-time invoicing, recurring auto-billing, advanced payments, customizable invoices, and digital signatures.
• PonteracoreTechnology or Integration · 21 February 2023Fintech company enabling advisors to securely trade and manage clients' held-away and retirement accounts including 401(k)s, 403(b)s, and HSAs. Provides Blueprint advisors with cohesive management strategy for all assets, consolidated reporting, and integration to existing technology. Nearly two-thirds of defined contribution plan participants want to hand over retirement planning to an expert.
• Orion Advisor SolutionscoreTechnology or Integration · 9 February 2023Premier provider of transformative wealthtech solutions offering single-sign-on access to tools for custodial client account management, investment reporting, and financial planning. The Orion tech stack centralizes advisory practice operations including financial planning, client accounts, client service/prospecting, and reporting into a single integrated platform.
• Redtail TechnologycoreTechnology or IntegrationIndustry-leading CRM designed specifically for financial advisors, which integrates with other popular financial services tools. Provides client relationship management platform for advisors in the Blueprint network.
• DocuSignsupportingTechnology or IntegrationElectronic signature capabilities enabling faster, more convenient document signing with clients through DocuSign integration with the Blueprint platform.
• Blueprint Investment PartnerscoreStrategic or Co-development PartnerAffiliated institutional investment manager offering trend-following and systematic investing strategies that advisors can tap into for their clients. Emphasizes risk management and transparent, rules-based investment approaches.
• Blueprint Insurance ServicescoreImplementation/ SI/ Consulting PartnerInsurance affiliate providing comprehensive coverage options including life, long-term care, and fee-based annuities. Insurance Operations Manager Dynesha Moore serves as primary point of contact for advisors utilizing the insurance affiliate.

Scale indicators7 records

Recent moves10 records

Expansion highlights6 records

Direct peers

• Kestra Financial: Kestra Financial (formerly NFP Advisor Services) is a PE-backed platform serving independent financial advisors with practice management, technology, and wealth management solutions. Comparable as a direct competitor in the TAMP/partner space, though at much larger scale.
• Dynasty Financial Partners: Dynasty is a leading TAMP-style platform that provides integrated technology, investment capabilities, and back-office support to independent RIAs and breakaway advisors. Highly comparable to Blueprint's partnership model for advisor practices seeking independence.
• Sanctuary Wealth: Sanctuary is an independent advisor platform offering partnership, succession, and platform services to breakaway advisors and RIAs. Directly comparable as a boutique-style alternative to PE-backed aggregators, similar in positioning to Blueprint.
• HighTower Advisors: HighTower provides practice management, technology, and customized investment solutions to breakaway advisors and RIAs. Its partnership-onboarding model and white-glove transition process closely mirror Blueprint's advisor integration approach.
• Mariner Wealth Advisors: Mariner provides integrated wealth management platform services including advisor transition, technology, and asset management to affiliated advisor practices. Comparable advisor partnership model with both organic and acquisition-based growth.

Broad incumbents

• Focus Financial Partners: Focus is the largest PE-backed RIA aggregator, providing capital, infrastructure, and succession solutions to hundreds of advisor practices. Broad incumbent in the advisor partnership category — Blueprint competes with Focus for the same succession-driven advisor pipeline.
• LPL Financial: LPL is the largest independent broker-dealer in the U.S., offering advisor transition, technology, and asset management to thousands of independent advisors. Broad incumbent; competes with Blueprint for advisors seeking independence from wirehouses and broker-dealers.
• Cambridge Investment Research: Cambridge is one of the largest independent broker-dealers with an RIA affiliate channel and advisor transition support. Broad incumbent in independent advisor services that competes for breakaway advisors alongside Blueprint.
• Cetera Financial Group: Cetera is a large independent advisor platform serving independent financial advisors with transition support, technology, and wealth management capabilities. Broad incumbent that offers an alternative platform for advisor affiliation.
• Creative Planning: Creative Planning is a large national RIA that has rapidly grown through both organic and acquisition strategies, offering advisor transition and partnership models. Comparable in the RIA rollup space, though significantly larger and PE-backed.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/blueprint-financial-advisors

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Subsidiaries2 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 Blueprint Financial Advisors