Name

Tiger Eye Wealth

Legal name

Tiger Eye Wealth LLC

Website

https://tigereyewealth.com

Company type

Private

Founded year

2023

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industries

Business Owner & Executive Financial Planning (FSAEAAAO), Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO), Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Wealth management
• Financial planning
• Asset protection
• Retirement planning
• Estate planning

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Advisory Services: Tiger Eye Wealth generates revenue through financial advisory and planning services. Securities products and advisory services are offered through Park Avenue Securities LLC (PAS), a registered broker-dealer and investment advisory firm. The firm likely operates on a fee-based model typical of wealth management practices, charging for personalized financial planning, asset protection strategies, personal planning, and business planning services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Tiger Eye Wealth is a financial advisory firm that delivers personalized wealth management through three core services: Asset Protection (strategies to insulate clients and their balance sheets from financial threats), Personal Planning (goals-based financial planning tailored to individual needs), and Business Planning (strategic plans to support the livelihood of a business). Securities products and advisory services are offered through Park Avenue Securities LLC (PAS), and the firm supplements advisory work with an educational resource center covering retirement, investment, estate, insurance, tax, and money topics.

Product overview

Tiger Eye Wealth is a financial advisory firm offering personalized wealth management services through three core service offerings: Asset Protection (strategies to insulate clients from financial threats), Personal Planning (goals-based financial planning tailored to individual needs), and Business Planning (strategic plans for business owners). The firm supplements these services with an extensive resource center containing educational videos, articles, and calculators covering topics such as retirement planning, investment strategies, estate planning, insurance, tax planning, and general money management. The company operates as a non-tech financial advisory practice without software products, APIs, or AI-powered features.

Differentiator

Problem solved

Functional benefit

Products and services

• Asset Protection Strategies to insulate clients and their balance sheets from financial threats; offered as a core financial advisory service for individuals and families.
• Personal Planning A goals-based financial planning experience tailored to meet the unique needs of individual clients; offered as a core financial advisory service.
• Business Planning Strategic plans to support the livelihood of a business; offered as a core financial advisory service targeted at business owners.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Three partnerships are on record, tiered core and supporting.

• Park Avenue Securities LLCcoreChannel Partner/ Reseller/ DistributorPark Avenue Securities LLC (PAS) is a registered broker-dealer and SEC-registered investment advisory firm that distributes securities products and advisory services offered by Tiger Eye Wealth. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America and is a member of FINRA and SIPC. This is the primary distribution channel through which Tiger Eye Wealth offers its financial services.
• The Guardian Life Insurance Company of AmericacoreStrategic or Co-development PartnerThe Guardian Life Insurance Company of America is the parent company of Park Avenue Securities LLC, through which Tiger Eye Wealth distributes its securities and advisory products. Guardian provides the institutional backing and regulatory framework for the advisory services offered. Tiger Eye Wealth is not an affiliate or subsidiary of PAS or Guardian but operates in partnership with them.
• FMG SuitesupportingTechnology or IntegrationFMG Suite provides website development and content production services for Tiger Eye Wealth. The firm develops and produces the educational content including articles, videos, and calculators featured in Tiger Eye Wealth's resource center. This partnership enables the firm to provide comprehensive financial education resources to clients.

Recent moves4 records

Expansion highlights1 record

Direct peers

• Edward Jones: Edward Jones runs one of the largest U.S. financial advisor networks focused on individual investors and retirement planning, with a relationship-driven branch model similar to Tiger Eye Wealth's sales-led approach to mass-affluent and emerging-HNW clients.
• Ameriprise Financial: Ameriprise Financial operates a large network of independent financial advisors providing goals-based financial planning, retirement, and asset protection services to mass-affluent and HNW individuals — directly comparable to Tiger Eye Wealth's three-pillar model and client segment.
• Northwestern Mutual: Northwestern Mutual is a hybrid insurer/wealth manager whose advisor network sells life insurance, retirement planning, investment advisory, and business planning through a relationship-based model — closely mirroring Tiger Eye Wealth's offering across personal, business, and asset protection.
• Commonwealth Financial Network: Commonwealth is an independent broker-dealer/RIA supporting thousands of financial advisors who offer holistic financial planning, retirement, and business-owner services — directly comparable to Tiger Eye Wealth's independent practice distributing through PAS.
• Cetera Financial Group: Cetera is an independent broker-dealer/RIA platform supporting independent financial advisors who deliver financial planning, retirement, and wealth management to individuals — closely comparable to Tiger Eye Wealth's independent practice structure within the PAS distribution network.
• Hightower Advisors: Hightower Advisors is a national RIA platform supporting independent wealth management practices serving HNW and UHNW clients with comprehensive financial planning — comparable as an independent advisory firm offering multi-service wealth management through a partner-distribution model.
• MassMutual Financial Group: MassMutual distributes wealth management, retirement, and life insurance products through a captive advisor network with goals-based planning for individuals and business owners — closely comparable to Tiger Eye Wealth's Guardian/PAS-affiliated advisor model.

Broad incumbents

• Merrill Lynch Wealth Management: Merrill Lynch Wealth Management is a major wirehouse offering goals-based financial planning, retirement, and asset management to affluent and HNW clients at scale. Overlaps with Tiger Eye Wealth's service set but operates as a broad incumbent rather than an independent practice.
• Morgan Stanley Wealth Management: Morgan Stanley's wealth management division provides investment advisory, retirement, and financial planning services to individuals and families — overlapping with Tiger Eye Wealth's offering but at significantly greater scale and broader product breadth.

Emerging players

• Vanguard Personal Advisor Services: Vanguard Personal Advisor Services is a hybrid robo-advisor platform combining digital tools with human advisors for mass-affluent clients — emerging alternative that competes for the same client segment as Tiger Eye Wealth at materially lower fees.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/tiger-eye-wealth

Revenue estimate

Valuation estimate

Number of profiles

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 Tiger Eye Wealth