January 2023
Vol 9 | Issue 596

Q&A with Jim Vitalie of Tactive


Principal Series:

Our Tactive Wealth Advisors can manage, monitor, and allocate resources more efficiently using our proprietary Tactive Workstation. More importantly, Tactive’s W2 advisors, IARs, and RIAs can better serve their clients by accessing a complete picture of their business on one dashboard.

In addition to institutional investment strategies in our Strategy Marketplace, we will provide a highly curated suite of alternative products. We will easily automate the subscription and application process for Alternatives and other products, alert advisors of any material events, provide performance reporting, tax forms, track commitments, and provide additional updates. We believe we can provide a structure that will allow us to drastically lower the minimums for most products by aggregating subscriptions at the advisor level.

Tactive Wealth Advisors will have the ability to provide a panoply of other products and services to include, individual and commercial banking and insurance products, and investment banking services.

Join us for a private Family Office Insights Webinar featuring Jim Vitalie of Tactive

Tactive is disrupting the current financial advisory space and ushering in the new evolution in WealthTech. Our award-winning FinTech platform simultaneously serves all channels, including retail and the entire advisors market, Tactive W2 employees, independent advisors, and Registered Investment Advisors.

January 18, 2023 at 2:15-3:15pm EST

Recording of webinar here: https://youtu.be/9raMb3tQ_XU
RSVP & Confirmation Required

Family Office Insights is a voluntary, “opt-in” collaborative peer-to-peer community of single family offices, qualified investors and institutional investors. Join the community here www.familyofficeinsights.com

What Positive Early Traction Has the Company Achieved?

Tactive has over $350M in Assets Under Management from the efforts of 2022 alone. The AUM represents nearly $2million in annual gross revenue.

In addition, the platform continues to generate positive exposure. Named the 2021 Winner of the WealthManagement.com Industry Awards for Outstanding Achievement in Digital Advisors “Robo,” WealthTech’s Top 100, and nominated as America’s Best TAMP 2 years in a row, and was nominated again this past year for top TAMP platform from the Wealth Management Industry Awards.

Are the Founders Passionate and Determined?

Our executive team kicked off the company using the highly acclaimed Entrepreneurial Operating System (EOS) protocol to establish the core values of the company, including the following:
• Fiduciary-Powered: Clients Needs First, Always
• Relentlessly Driven
• Create & Evolve Visionary Technology
• Adaptable & Collaborative
• Consistently Improving

The vision is to provide access and financial independence to individuals through evolving technology.

The reason behind our team’s passion for Tactive and the implementation of the EOS system is our clear roadmap of goals for success in years one, three, five, and ten.

How Will My Investment Capital Be Used and What Progress Will Be Made With That Capital?

With the current assets under management (AUM), we need additional resources for the rapid growth we are experiencing. In addition, the capital will support the ongoing platform development and rollout in the US markets.

Jim Vitalie of Tactive

Chairman Tactive Holdings Group: Jim Vitalie has more than 30 years of experience successfully building financial services firms at the highest level. During his career, he has served as president for a number of institutions, including James Alpha Holdings, FDX Capital, Curian Capital, Foliofn Institutional, CBIZ Wealth Management and Retirement Services a division of Century Business Services (CBZ), and Albridge Solutions.

Before CBZ and Albridge Solutions, Vitalie was a partner at The Benefits Group, responsible for the pension and investment services group. He has also practiced corporate law at Eckert, Seamans, Cherin & Mellott.

Vitalie also is proud to serve on the board of The Joshua School Inc., which helps individuals with autism spectrum disorder and developmental disabilities attain the highest quality of life.

Vitalie’s invaluable experience plays a significant role in shaping Tactive’s platform and services.

Contact Jim: jimvitalie@gmail.com