Tactive

Sarasota, Florida, USA · ≈19 employees · tactivewealth.com

Tactive is an SEC-registered investment advisor and WealthTech company based in Sarasota, Florida, with an additional office in Jacksonville. Founded in 2021, Tactive focuses on providing retirement and wealth management strategies through tactical, active, and blended-model investing. The company operates under Tactive Advisors and Strategy Marketplace, emphasizing independent financial services tailored to individual needs. Tactive offers a range of services centered on wealth management and advisor support. This includes an investment platform, advisor connectivity, and financial advisory services. The company features an AI-driven wealth management platform that integrates investment intelligence and behavioral analytics. Tactive promotes its award-winning WealthTech platform, which includes model-based and technology-enabled investment solutions, as well as a TAMP offering designed to support Registered Investment Advisors (RIAs) and Investment Advisor Representatives (IARs).

Financial Services

Also: financial services · diversification · active investment strategies · active rebalancing strategies · fiduciary duty · investment optimization · investment goals · portfolio diversification · b2b · drawdown minimization · risk assessment · traditional assets

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Tactive

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