




Our aim is to liberate investors from the limitations of traditional financial offerings and provide them financial freedom. Tidal combines expertise and innovative approaches in the collaborative design of ETFs and other groundbreaking financial products with its partners. As a holistic fiduciary platform, Tidal partners with different members of the investment community to build ETFs that generate value.
The Tidal Financial Group (Tidal) expanded rapidly over the last decade and encompassed multiple ETF related brands including Toroso Investments, Tidal ETF Services, and the ETF Think Tank. Going forward all activity will be unified under the Tidal brand as we become one company, dream, family, and platform focused on holistic ETF customer solutions.
ABOUT TIDAL
Tidal is a leading ETF investment and technology platform facilitating the creation, operation, and growth of ETFs. Our aim is to liberate investors from the limitations of traditional financial offerings and provide them financial freedom. The Company combines expertise and innovative
approaches in the collaborative design of
ETFs and other groundbreaking financial
products with its partners. As a holistic
fiduciary platform, Tidal partners with the
investment community to build ETFs to
generate value.
More Than 100 Years of Combined Experience
10+ Years in Business
Backed by FTV Capital
in ETF & MF Assets under Administration
Years of Combined Experience
ETFs
ETF Sponsors / Issuers
Employees
INCREASING ETF DEMAND
Clients running RIA businesses found that an ETF could be a much more efficient investment wrapper that helps streamline business operations, compliance and trading of their portfolios. In addition, launching an ETF can help manage the opening, reporting and relationship aspects of smaller accounts.
Several of Tidal’s RIA clients launched ETFs to help create tax efficiency. ETFs do not pay capital gain taxes (source: Bloomberg). ETF clients should only pay taxes when they exit the ETF and should expect minimal surprise tax bills on capital gains that have not been realized.
By launching an ETF, a client immediately expands its reach to any retail investor, advisor, intermediary or even institution throughout the globe. By listing their strategies in a regulated exchange, the client makes their ETF accessible to the general public.
Many clients elevate their business profile and raise awareness for their strategies by launching an ETF. For example, one of Tidal’s larger institutional clients decided to launch a family of ETFs and use them as a cross-selling mechanism, partly to help generate revenue for the client’s main business line.
Tidal Services
Our platform is high-touch, progressive and fluid and includes: strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, sales, and distribution support services. Our clients have the option to select one or multiple service packages or to advance through our program sequentially.
We leverage our collective business intelligence to position your ETF for success.
We are in the headache business, so that you can focus on what you do best.
We oversee all administrative, financial and operational items related to launching an ETF.
Portfolio Managers understand the business of fiduciary asset management.
All ETFs launched with Tidal include a comprehensive strategy and plan of execution.
Increase AUM in the ETFs by selling directly to financial advisors.
OUR CUSTOMERS ARE PARTNERS IN EVERY SENSE OF THE WORD
We offer business intelligence and strategic guidance via our proprietary growth assessment process.
Tidal attributes its success to putting clients first, and by building a values-based culture focused on honesty, transparency, collaboration, accessibility, support, generosity, diversity, flexibility, freedom, creativity, innovation, and entrepreneurship.
Tidal’s comprehensive solution includes ongoing support in: Marketing, Integrated Growth Services, Trading, Sales and Distribution.
Tidal’s business model is structured so that the firm has a vested interest in clients’ success. This results in the team’s increased sense of ownership and accountability. Additionally, Tidal’s open-architecture can create expediency and increase the likelihood of meeting growth objectives.
Tidal's Clients Are
Chicago, Detroit, Milwaukee, and New York
234 W. Florida St., Suite 203, Milwaukee, WI 53204
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Important Considerations:
An investor should consider the investment objectives, risks, charges, and expenses carefully before investing. Please read the prospectus carefully before investing.
All investments are subject to risks, including the loss of money and the possible loss of the entire principal amount invested. Additional information regarding the risks of an investment is available in the fund’s prospectus.
This site is intended for residents of the U.S. only. The information on the website does not constitute an offer for products or services or a solicitation of an offer to any person outside of the United States who is prohibited from receiving such information under the laws applicable to their place of citizenship, domicile, or residence.
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