TritonPoint Partners

What TritonPoint Partners does

TritonPoint Partners is an independent registered investment adviser providing private wealth management services to high-net-worth individuals and families, business owners and entrepreneurs, trusts, foundations, and non-profit organizations. The firm was formally established in February 2025 as the acquisition arm of TritonPoint Wealth, which carries a 50+ year legacy in wealth management. Headquartered in Chevy Chase, MD, with SEC registration in Bethesda, MD, the firm operates across six U.S. office locations (Chevy Chase, San Diego, Scottsdale, Buffalo, Princeton, Jacksonville) and is a member of the Dynasty Financial Partners network, which holds a minority equity stake in both TritonPoint entities. TritonPoint delivers investment management, comprehensive financial planning, and retirement plan consulting built on a platform-plus-modules architecture. Core investment capabilities include individual equities and fixed income, direct indexing with tax-loss harvesting, concentrated stock solutions (option overlays, exchange funds, qualified opportunity zones), and alternative investments (private equity, private credit, private real assets, hedge funds). Operational infrastructure is anchored by Addepar for portfolio reporting, eMoney Advisor for financial planning, and iCapital for alternatives access, with custodial relationships at Charles Schwab and Fidelity Investments. The firm also holds a joint partnership with Opto Investments and Quotient Wealth Partners to institutionalize private markets delivery.

The business model is recurring fee-based, generating revenue primarily through AUM-based investment advisory fees, supplemented by financial planning/consulting fees and retirement plan consulting engagements; pricing is not publicly disclosed and is determined per engagement. Go-to-market is sales-led: the firm recruits established advisory teams from wirehouses and competitors (Morgan Stanley, Goldman Sachs, J.P. Morgan, etc.) and grows through team lift-outs and acquisitions, leveraging Dynasty's platform for research, technology, and capital markets capabilities. Recent activity includes the recruitment of the Sichel father-son team ($350M AUM, May 2026), the Sanchez father-son team (June 2026), and additions of senior partners including Greg Powers, Jonathan Amoia, and Eduardo Andrade. The leadership team is led by founding partner Greg Blake following CEO Harold Hughes' departure in April 2025; Deatra Vailes serves as COO and CCO, Will Sterling as CIO and CEO of TritonPoint Capital, and Andrew Schiff (JD) as partner leading estate and charitable planning.

Ownership is a partnership model with Dynasty Financial Partners holding a minority stake, no venture capital or private equity institutional rounds identified in the source materials. TritonPoint Wealth, LLC is the legal entity operating as an SEC-registered investment adviser. The firm's growth strategy emphasizes geographic expansion via team acquisitions across the U.S., deepening the private markets product set, and institutionalizing alternative investment delivery through partnerships with Opto Investments.

Name

TritonPoint Partners

Legal name

TritonPoint Wealth, LLC

Website

http://www.tritonpointpartners.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

TritonPoint Partners is an independent registered investment adviser providing private wealth management, financial planning, and retirement plan consulting to high-net-worth individuals, families, business owners, trusts, and non-profits across six U.S. offices, operating within the Dynasty Financial Partners network.

Ownership category

akta.pro rank

Product category

Private Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Trust & Estate Tax Planning & Compliance (FSAEAKAE), Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

Keywords

• Private wealth management
• Investment advisory services
• Financial planning services
• Retirement plan consulting
• Alternative investment access

Headquarters

HQ city

Chevy Chase

HQ country

United States

HQ region

North America

Offices6 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Advisory Fees: TritonPoint Partners generates revenue through investment advisory fees, typically charged as a percentage of assets under management (AUM). As a fiduciary registered investment adviser, the firm provides ongoing investment management and financial planning services to high-net-worth clients.
2. Financial Planning & Consulting Fees: Fees for comprehensive financial planning services including investment management, tax, gift and estate planning, legacy planning, generational wealth services, insurance management, education planning, cash flow management, and charitable giving.
3. Retirement Plan Consulting: Revenue from retirement plan consulting services including plan design, strategy, review, evaluation, executive compensation, investment selection, fee analysis, fiduciary services, and participant education.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

TritonPoint Partners is an independent private wealth management firm providing personalized investment management and comprehensive financial planning services to high-net-worth individuals, families, business owners, trusts, foundations, and non-profit organizations. Core services span investment & wealth management (individual equities and fixed income, direct indexing with tax-loss harvesting, alternative investments, and concentrated stock solutions), holistic financial planning (tax, gift, estate, legacy, insurance, education, and charitable planning), and retirement plan consulting for plan sponsors. The firm delivers services through a partner-enabled technology stack including Addepar, eMoney Advisor, and iCapital, with Charles Schwab and Fidelity as primary custodians.

Product overview

TritonPoint Partners is an independent private wealth management firm offering a comprehensive suite of investment management and financial planning services through a platform-plus-modules architecture. The core offering consists of three main service areas: Investment & Wealth Management Services (including equities, fixed income, direct indexing, and alternative investments), Financial Planning & Consulting Services (covering estate, tax, legacy, and insurance planning), and Retirement Plan Consulting Services. Key add-on modules include Alternative Investments (private equity, credit, real assets via iCapital), Direct Indexing with Tax-Loss Harvesting, and Concentrated Stock Solutions. The firm is part of the Dynasty Financial Partners network, which provides additional research, technology, and capital markets capabilities. Clients access services through integrated platforms including Addepar for portfolio reporting, eMoney for financial planning, and custodial relationships with Charles Schwab and Fidelity.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment & Wealth Management Services Comprehensive investment management services for high-net-worth individuals and families, including individual equities and fixed income, direct indexing with tax-loss harvesting, alternative investments (private equity, private real assets, private credit, hedge funds), concentrated stock solutions, independent investment managers, and structured products.
• Financial Planning & Consulting Services Holistic financial planning for individuals, families, business owners, trusts, foundations, and non-profit organizations, covering investment management, tax, gift and estate planning, legacy planning, generational wealth services, insurance and risk management, education planning, cash flow and debt management, and charitable giving.
• Retirement Plan Consulting Services Comprehensive retirement plan services for plan sponsors, including plan design and strategy, plan review and evaluation, executive compensation and benefits, investment selection, fee and cost analysis, committee consultation, fiduciary and compliance, and participant education.
• Alternative Investments Access Client access to private equity, private real assets, private credit, and hedge funds through independent investment managers and the iCapital financial technology platform, providing institutional-grade alternative investment opportunities typically less accessible through traditional means.
• Direct Indexing with Tax-Loss Harvesting Customized indexing strategy enabling clients to own the underlying securities of an index while customizing for tax optimization, with the ability to sell individual stocks at losses to offset capital gains while maintaining index sector exposure and personal value alignment.
• Concentrated Stock Solutions Strategies for managing concentrated equity positions, including option overlays, exchange funds, and qualified opportunity zone investments, enabling clients with significant single-stock holdings to diversify while deferring or managing tax consequences.

Quantifiable outcome

• Successfully recruited two father-son advisory teams in 2026, including a $350M team from Princeton, NJ

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

Feature4 records

Partnerships

Eight partnerships are on record, tiered minor and core.

• Opto InvestmentsminorStrategic or Co-development Partner · 3 December 2025TritonPoint Wealth formed a joint partnership with Opto Investments to institutionalize private markets programs, combining capabilities to provide enhanced private market access to clients.
• Quotient Wealth PartnersminorStrategic or Co-development Partner · 3 December 2025Quotient Wealth Partners and TritonPoint Wealth formed a joint partnership with Opto Investments to institutionalize private markets programs for their clients.
• Dynasty Financial PartnerscoreStrategic or Co-development PartnerTritonPoint Partners is a member of the Dynasty Financial Partners network, one of the wealth management industry's pre-eminent independent advisor platforms. Through this partnership, TritonPoint has access to capital markets and investment banking capabilities, extensive investment research and consulting services, advanced technology and proprietary analytical tools, and an online research center. Dynasty holds a minority stake in TritonPoint entities.
• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as the primary custodian for TritonPoint Partners' client assets. With more than $2 trillion in client assets, Schwab is the market leader of custodial, operational and trading support to professional wealth management firms. Through its subsidiary Charles Schwab Bank, FDIC insured institution, Schwab offers direct deposit, online bill pay, check writing, debit cards, Apple Pay link and more.
• Fidelity InvestmentscoreTechnology or IntegrationFidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, employee benefit programs, and other financial products and services to more than 32 million individuals and more than 13,000 financial institutions.
• AddeparcoreTechnology or IntegrationAddepar is a multi-product software and data platform for complex investment portfolios. They provide wealth managers with real-time portfolio reporting and insights required to make and implement better investment decisions.
• eMoney AdvisorcoreTechnology or IntegrationeMoney Advisor is a leading wealth management platform that equips financial advisors with innovative tools to deliver personalized and transparent financial planning experiences. Its platform offers tools for personalized goal tracking, real-time updates, and transparent collaboration between advisors and clients.
• iCapitalcoreTechnology or IntegrationiCapital is a cutting-edge financial technology platform that provides access to alternative investments, simplifying and streamlining the investment process for advisors and their clients. iCapital provides access to alternative investments which are typically less accessible through traditional means, offering transparency and helping investors diversify portfolios effectively.

Scale indicators2 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• Mariner Wealth Advisors: Independent RIA offering financial planning, investment management, and tax/estate services to HNW clients; comparable service mix and growth-through-acquisition strategy.
• Sanctuary Wealth: Independent advisor network platform with similar recruiting-and-platform model; comparable go-to-market of attracting breakaway wirehouse advisors.
• Mercer Advisors: National RIA serving HNW clients with comprehensive financial planning, tax, estate, and investment management — direct competitor for the same HNW/UHNW ICP TritonPoint targets.
• Hightower Advisors: Large independent RIA platform that grows via advisor recruitment and team lift-outs from wirehouses; closest direct analog to TritonPoint Partners' roll-up thesis at significantly greater scale.
• Focus Financial Partners: Leading partnership model for independent RIAs, providing capital, compliance, technology, and M&A support — the same value proposition Dynasty provides TritonPoint, at much greater scale.
• Wealth Enhancement Group: Acquisition-oriented RIA platform serving HNW clients with comprehensive wealth management; very similar roll-up playbook and target client profile.
• Silvercrest Asset Management: Public RIA serving HNW families with discretionary portfolio management and financial planning; competing for the same HNW segment with comparable service breadth.

Broad incumbents

• Creative Planning: Large, nationally recognized RIA providing comprehensive wealth management to HNW/UHNW clients; broader scale and breadth than TritonPoint but overlapping service offering.
• Edelman Financial Engines: Large national RIA combining planning-led wealth management with 401(k) advice; overlaps with TritonPoint's retirement plan consulting service line at far greater scale.

Others

• Dynasty Financial Partners: Strategic platform/parent that holds a minority stake in TritonPoint and provides its core infrastructure; an enabler/partner rather than direct competitor, but a useful benchmark for network economics.

Market position

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/tritonpoint
• Facebookfacebook.com/TritonPointWealth
• LinkedInlinkedin.com/company/tritonpoint-wealth
• Instagraminstagram.com/tritonpoint

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 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 TritonPoint Partners