My Prosper Team
- Company typePrivate
- Founded-
- HeadquartersLehi, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
My Prosper Team firmographics
Firmographics- Name
- My Prosper Team
- Legal name
- Prosper WealthSolutions, LLC
- Website
- https://myprosperteam.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
My Prosper Team industry classification
Industry- Product category
- Wealth Management and Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Tax-Aware Investment Planning (FSAEAAAE)
- akta.pro secondary industries
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI), Real Estate Investment Advisory (Acquisitions/Dispositions, Capital Allocation) (BPAJANAA)
Keywords
Where My Prosper Team is headquartered
LocationHeadquarters
- HQ city
- Lehi
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
My Prosper Team business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Fee-based Financial Advisory Services: Fee based financial and investment advisory services offered through Prosper WealthSolutions, LLC, a Registered Investment Adviser. Services include investment management, retirement planning, and self-directed IRA/401K account consulting.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
My Prosper Team product offering
Product offeringCore offering
My Prosper Team provides fee-based financial and investment advisory services through Prosper WealthSolutions, LLC, an SEC-registered investment adviser. The firm delivers investment management, retirement planning, and insurance services, with a specialization in self-directed IRAs and SOLO 401Ks that allow clients to invest in alternative assets such as real estate, precious metals, cryptocurrencies, and private businesses.
Product overview
My Prosper Team is a unified financial advisory and investment management firm offering a comprehensive suite of services. The core product portfolio includes Investment Management, Retirement Planning, and Insurance Services, supported by specialized self-directed retirement account options (Self-directed IRA and SOLO 401K). The company also offers various retirement account types including Traditional IRA, ROTH IRA, Traditional 401K, ROTH 401K, SIMPLE IRA, and SEP IRA. All services are delivered through a team of experienced investment advisor representatives who provide personalized financial guidance. The firm also operates Ty and Ry The Finance Guys Podcast as a client education and marketing channel.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Comprehensive investment management services covering stocks, bonds, real estate, options, cryptocurrency, and alternative investment strategies to help clients build resilient and profitable financial roadmaps.
- Retirement Planning Strategic retirement planning services including determining retirement income needs and developing customized plans to achieve retirement goals.
- Insurance Services Insurance strategy services including retirement planning, asset protection, and life insurance to ensure family financial security.
- Self-directed IRA Self-directed Individual Retirement Account allowing investors to diversify beyond traditional stocks and bonds into physical real estate, precious metals, cryptocurrencies, private businesses, and financial transactions, provided at reduced costs with faster setup.
- SOLO 401K (Self-Directed) Self-directed 401K retirement account for self-employed individuals, offering alternative investment options similar to self-directed IRAs with additional tax planning opportunities.
- Traditional IRA Traditional Individual Retirement Account with pre-tax contributions and tax-deferred growth.
- ROTH IRA Roth Individual Retirement Account with post-tax contributions for tax-free withdrawals in retirement.
- Traditional 401K Traditional employer-sponsored 401K retirement plan with pre-tax contributions.
- ROTH 401K Roth 401K employer-sponsored retirement plan with post-tax contributions for tax-free retirement withdrawals.
- SIMPLE IRA Savings Incentive Match Plan for Employees IRA, a retirement savings plan for small businesses.
- SEP IRA Simplified Employee Pension IRA for self-employed individuals and small business owners.
- Ty and Ry The Finance Guys Podcast Weekly podcast hosted by Ty Hansen and Ryan Robertson covering financial topics including retirement planning, solo 401Ks, real estate investing, and cryptocurrency, distributed on Spotify, Apple Podcasts, Google Podcasts, YouTube, iHeart, and Stitcher.
Companies that use My Prosper Team
Customer profileSegments1 record
Ideal customer profiles1 record
My Prosper Team technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration8 records
My Prosper Team partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Prosper WealthSolutions, LLCcoreFinancial services entity through which My Prosper Team provides fee-based advisory services. PWS is a Registered Investment Adviser registered with and regulated by the SEC, providing advisory services to residents of Utah and multiple other states. The My Prosper Team operates as the client-facing brand under this RIA structure.
Scale indicators4 records
Recent moves5 records
Expansion highlights4 records
My Prosper Team competitors and assessment
Company assessmentDirect peers
- Equity Trust: Self-directed IRA custodian and administrator that holds alternative-asset retirement accounts for individual investors — directly comparable on the self-directed IRA specialty, though operating as a custodian rather than an advisory firm.
- IRAR: Self-directed IRA and 401K provider specializing in alternative assets such as real estate, private equity, and cryptocurrency — competes for the same HNW self-directed client segment.
- Mainstar Trust: Self-directed IRA custodian offering alternative-asset retirement accounts — directly overlaps with My Prosper Team's self-directed IRA product line.
- Rocket Dollar: Digital self-directed IRA and SOLO 401K platform that lets investors hold alternative assets (real estate, crypto, private equity) inside retirement accounts — the exact use case My Prosper Team's self-directed offering targets, but delivered as a fintech SaaS rather than an advisory practice.
- Alto (AltoIRA): Self-directed IRA platform enabling alternative investments (crypto, real estate, startups) at low cost — directly competes with My Prosper Team's self-directed IRA product on price and ease of setup.
- Millennium Trust: Self-directed IRA and custodian services for alternative investments including private equity, real estate, and cryptocurrency — competes for the same self-directed retirement HNW segment.
- Strata Trust: Self-directed IRA custodian providing alternative-investment retirement accounts, including real estate and private equity — directly comparable on the self-directed specialty.
- Directed IRA: Self-directed IRA custodian offering alternative-asset retirement accounts including real estate, precious metals, and private businesses — directly comparable niche specialization.
- New Direction IRA: Self-directed IRA provider supporting alternative investments including real estate, notes, and private businesses — comparable niche offering to My Prosper Team's self-directed stack.
- American IRA: Self-directed IRA administrator focused on real estate and alternative-asset retirement investing — directly comparable niche and customer base.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
My Prosper Team social profiles
Digital presenceMy Prosper Team compliance and trust
Trust signalCompliance2 records
My Prosper Team financial estimates
Financial estimateRevenue estimate
Valuation estimate
My Prosper Team leadership team
Management profileNumber of profiles
Profiles11 records
My Prosper Team funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
My Prosper Team M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about My Prosper Team
What does My Prosper Team do?
My Prosper Team provides fee-based financial and investment advisory services through Prosper WealthSolutions, LLC, an SEC-registered investment adviser. The firm delivers investment management, retirement planning, and insurance services, with a specialization in self-directed IRAs and SOLO 401Ks that allow clients to invest in alternative assets such as real estate, precious metals, cryptocurrencies, and private businesses.
Is My Prosper Team a public or private company?
My Prosper Team is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was My Prosper Team founded?
My Prosper Team was founded in -1. It employs 1 to 10 people.
Where is My Prosper Team based?
My Prosper Team is headquartered in Lehi, United States, in the North America region.
How does My Prosper Team make money?
One revenue line is on record: fee-based Financial Advisory Services.
Who are My Prosper Team's main competitors?
Direct peers on record are Equity Trust, IRAR, Mainstar Trust, Rocket Dollar, Alto (AltoIRA), Millennium Trust, Strata Trust, Directed IRA, New Direction IRA and American IRA.
Does My Prosper Team have an API?
No public API is recorded for My Prosper Team.
What industry is My Prosper Team in?
My Prosper Team's product category is Wealth Management and Investment Advisory. Its primary akta.pro industry code is FSAEAAAE, Tax-Aware Investment Planning, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.