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Associated Press
13 hours ago
- Business
- Associated Press
WealthTech Strategy Partners Adds Dedicated TAMP Advisory Initiative
New offering provides growth strategy, M&A advisory, and market intelligence to Turnkey Asset Management Platforms (TAMPs) and their investors BOSTON, MA, UNITED STATES, June 3, 2025 / / -- WealthTech Strategy Partners, the only investment bank solely focused on WealthTech, today announced the formal launch of its dedicated advisory initiative for Turnkey Asset Management Platforms (TAMPs). With decades of industry insight and a growing demand for specialized strategic support, this new offering aims to connect TAMP providers, investors, and acquirers with the guidance needed to navigate a rapidly evolving market. The initiative will center around three core service areas: 1. Advisory for TAMP Operators – Helping platforms define growth strategy, improve positioning, and plan for scale or exit. 2. Strategic M&A and Capital Raising – Finding the right fit and valuation for a strategic exit or growth capital. 3. TAMP Market Intelligence & Mapping – Offering research, comparative analysis, and deal insights across the TAMP ecosystem. To lead this effort, WealthTech Strategy Partners has brought on Scott MacKillop, a pioneer in the TAMP world with more than 45 years of experience building, advising, and leading firms in the space. Scott was the Founder and CEO of First Ascent Asset Management (acquired by GeoWealth in 2023) and previously served as President of Frontier Asset Management, US Fiduciary Services, and other leading platforms. 'Traditionally, TAMPs have been considered more of a service offering than a technology,' said Kendrick Wakeman, Co-Founder and CEO of WealthTech Strategy Partners. 'However, the more TAMPs evolve, the more emphasis is placed on how these services are accessed, consumed, executed, and maintained. This has led to TAMPs evolving into technology platforms, often in their own right.' WealthTech Strategy Partners invites TAMP executives, private equity firms, venture capital investors, and strategic acquirers to sign up for early access to TAMP research and be the first to receive the upcoming white paper by subscribing to the WealthTech Strategy Partners TAMP Newsletter. About the firm: WealthTech Strategy Partners is the only investment bank solely focused on WealthTech. The firm advises early- to mid-stage technology companies and financial sponsors on capital raises, mergers & acquisitions, and strategic growth initiatives. Its team brings decades of domain expertise, purpose-built to serve innovators across the advisor technology ecosystem. Learn more at Kendrick Wakeman WealthTech Strategy Partners [email protected] Visit us on social media: LinkedIn Legal Disclaimer: EIN Presswire provides this news content 'as is' without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
Associated Press
27-05-2025
- Business
- Associated Press
WealthTech Strategy Partners Taps Industry Veteran Scott MacKillop to Provide Strategic Advice to TAMPs
BOSTON, MA, UNITED STATES, May 27, 2025 / / -- WealthTech Strategy Partners, the only investment bank solely focused on WealthTech advisory, has announced the addition of Scott MacKillop as a Senior Advisor to bolster its TAMP strategic advisory business. With over 45 years of experience in the financial services industry, MacKillop brings a wealth of strategic insight and leadership to support the firm's continued growth and client success. Throughout his distinguished career, MacKillop has led and advised numerous prominent asset management and fiduciary service firms. He was the Founder and CEO of First Ascent Asset Management, a pioneer in flat-fee investment management that he sold to GeoWealth in 2023. He has also been the President of Frontier Asset Management, US Fiduciary Services, Trivium Consulting, Portfolio Management Consultants (PMC), and ADAM Investment Services. 'Scott is perfectly positioned to help lead our efforts to build out the TAMP portion of our advisory business,' remarked Kendrick Wakeman, CEO and Co-Founder of WealthTech Strategy Partners. 'I am confident that his knowledge, leadership, experience, and vision as a six-time TAMP innovator is going to be a huge benefit for our clients and the wealth management industry as a whole.' In addition to his executive leadership, MacKillop serves on the Board of Directors for the Institute for the Fiduciary Standard, reflecting his long-standing advocacy for investor protection and best practices in advisory services. MacKillop began his career as a lawyer in Washington, D.C., practicing from 1976 to 1991. He holds a law degree from George Washington University Law School and an undergraduate degree from Stanford University. 'Over the last 30 years, I have had the pleasure and honor of helping to move the TAMP industry forward in whatever ways I could,' said MacKillop. 'With the industry changing at a record pace, I am delighted to be part of the WealthTech Strategy team helping to keep the industry moving forward in the future.' For more information about WealthTech Strategy Partners, visit: Kendrick Wakeman WealthTech Strategy Partners email us here Legal Disclaimer: EIN Presswire provides this news content 'as is' without warranty of any kind. We do not accept any responsibility or liability for the accuracy, content, images, videos, licenses, completeness, legality, or reliability of the information contained in this article. If you have any complaints or copyright issues related to this article, kindly contact the author above.
