When was Tactive Advisors founded?

Tactive Advisors was founded in 1990.

Where is Tactive Advisors located?

Tactive Advisors is headquartered in Sarasota, United States.

Where does Tactive Advisors rank among its competitors?

Tactive Advisors ranks 81st amongst 199 active competitors, of which 37 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was BrightPlan, which secured $13.8M in Sep, 2026.

Who are the top competitors of Tactive Advisors?

Tactive Advisors' top competitors include Betterment, M1 Finance and Wealthfront. Among them, BrightPlan secured the most recent funding round in September, 2026.

Tactive Advisors - 2026 Company Profile & Competitors

Tactive Advisors is an unfunded company based in Sarasota (United States), founded in 1990. It operates as a Provider of an AI-powered platform for financial advisors and institutions. Tactive Advisors has not raised any funding yet. The company has 199 active competitors, including 37 funded and 11 that have exited. Its top competitors include companies like Betterment, M1 Finance and Wealthfront.

Company Details

Provider of an AI-powered platform for financial advisors and institutions. The platform offers tools for planning, portfolio construction, and advisor growth. It provides features such as client data analysis, document generation, and follow-up message creation. The platform integrates behavioral insights, marketing automation, and back-office operations. It also offers account setup, billing, reporting, and client service support.

Key Metrics

Founded Year

1990

Location

Sarasota, United States

Stage

Unfunded

Ranked

81^st among 199 active competitors

Similar Companies

Betterment & 850 more

View Tactive Advisors' full profile

Tactive Advisors has not raised any funding rounds yet.

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Top competitors of Tactive Advisors include Betterment, M1 Finance and Wealthfront. Here is the list of Top 10 competitors of Tactive Advisors, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Betterment 2010, New York City (United States), Series F	App-based automated investment and retirement planning platform	$335M	Kinnevik, Francisco Partners & 42 others	77/100
2nd	M1 Finance 2015, Chicago (United States), Series E	Provider of an investment and lending platform for securities	$333M	Left Lane Capital, SoftBank Vision Fund & 9 others	73/100
3rd	Wealthfront 2008, Palo Alto (United States), Public	Robo advisor and financial planning platform	$205M	Index Ventures, Spark Capital & 32 others	72/100
4th	Stash 2015, New York City (United States), Acquired	Automated investment and robo-advisory platform	$747M	Goodwater Capital, Union Square Ventures ... & 22 others	70/100
5th	Pogo 2020, New York City (United States), Series A	App-based platform offering rewards for multi-category products	$32M	Buckley Ventures, Flucas Ventures & 49 others	69/100
6th	Ellevest 2014, New York City (United States), Acqui-Hired	App-based automated investment platform for women	$155M	Morningstar, Rethink Impact & 48 others	67/100
7th	BrightPlan 2016, San Jose (United States), Series C	Goal-based robo advisoy platform	$61.8M	ABS Capital, The Cynosure Group & 2 others	64/100
8th	Unifimoney Tech 2019, Austin (United States), Seed	App-based Robo-advisory platform for individuals	$10M	Hard Yaka, Altair Capital & 6 others	60/100
9th	Powder 2023, Los Altos (United States), Seed	Provider of generative AI co-pilot for wealth advisors	$5.5M	Y Combinator, Elefund & 10 others	59/100
10th	VRGL 2021, Dallas (United States), Series A	Provider of a platform for wealth management firms to grow	$25.3M	MissionOG, FINTOP & 9 others	56/100
81st	Tactive Advisors 1990, Sarasota (United States), Unfunded	Provider of an AI-powered platform for financial advisors and institutions	-	-	23/100