Your Partner for Growth in the ETF Industry

From strategic product planning and portfolio design to investment research, effective marketing and consultative sales; our methods are designed to position your ETF firm for growth.

Our innovative collaborations create synergies that place financial advisors, investment managers, and ETF issuers on a trajectory of steady growth.


Creating Partnerships


Expediting Opportunities


Propelling Growth

Finding the Right Fit

Welcome to Our World

We are a group of finance thought leaders who have been designing, utilizing, marketing and distributing ETFs since the industry’s inception. After listening to the needs of our clients in the financial advisory universe, we began consulting to help them grow by using and designing ETFs.

Walk with Us

We analyze your business using more than 100 growth factors and work with you to design and develop your Tidal Growth Plan which includes:
» Key focus actions, and goals;
» Project plan and timeline;
» Budget; and
» Milestone markers.

Moving Forward Together

From portfolio reviews, analytics technology and asset management strategies to fully outsourced growth programs, our innovative methods are designed to help you embrace current market challenges and use them for growth.

Designing a 360-degree Connection


Meeting You Where You Are

Regardless of your current growth phase, our tools and hands-on service become enablers for next-level expansion.

Delivering Unfettered Access

We supply ETF intelligence through

Outsourced support for growth
Portfolio performance reviews
Access to proprietary technology and unique products


Focusing on Implementation

We create a robust strategy and execute a customized growth plan tailored to your culture and target audience.

Discover how you can benefit from our ETF expertise

In The News

Read the latest news about the ETF ecosystem

Research Commentary

Gain insights from expert ETF analysis and commentary