A 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. 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.

Platform Focused On Holistic ETF Customer Solutions

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.

Voted BEST ETF Platform & Best US White Label Platform - By ETF Express US 2023

Want to Build an ETF? Learn More

ABOUT TIDAL

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We Help Navigate The Rising Tides of The ETF Industry

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

More About Tidal
Skyscraper from Below

$16+ Billion

in ETF & MF Assets under Administration

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    Years of Combined Experience

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    ETFs

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    ETF Sponsors / Issuers

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    Employees

INCREASING ETF DEMAND

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About the EFT Industry

  • Over $600 billion net flowed into the U.S. ETF industry in 2022, while mutual funds had outflows of around $1 trillion.

  • ETFs have:
    • low minimum investment amounts.
    • Intraday liquidity.
    • Tax efficiency.
    • Generally lower fees than most other wrappers.

  • Lately, actively managed ETFs have taken hold and are now standard in the market, which has caused more and more mutual funds to convert to ETFs.

  • The ETF market is becoming the only place to launch new products to allow for scale, especially into the retail market segment.

  • ? Operational Efficiency/Streamline Business

    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.

    ? Tax Efficiency on Existing Strategies

    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.

    ? Open new Distribution Channel

    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.

    ? Brand Awareness and Reputation

    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.

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    Now's your chance

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    Why Launch an ETF?

    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.

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    increasing etf demand

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    About The ETF Industry

    • Over $600 billion net flowed into the U.S. ETF industry in 2022, while mutual funds had outflows of around $1 trillion.


    • ETFs have:
      • low minimum investment amounts.
      • Intraday liquidity.
      • Tax efficiency.
      • Generally lower fees than most other wrappers.

       

    • Lately, actively managed ETFs have taken hold and are now standard in the market, which has caused more and more mutual funds to convert to ETFs.


    • The ETF market is becoming the only place to launch new products to allow for scale, especially into the retail market segment.

    Tidal Services

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    Holistic Suite of ETF Solutions

    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.

    Strategic Assessment and Product
    Planning

    We leverage our collective business intelligence to position your ETF for success.

    Trust & Board Management Services

    We are in the headache business, so that you can focus on what you do best.

    Fund Management
    &
    Operations

    We oversee all administrative, financial and operational items related to launching an ETF.

    Regulatory & Compliance
    Services

    We manage and support the regulatory needs in order to run an ETF.

    Active Portfolio Mgmt & Trading Execution Services

    Portfolio Managers understand the business of fiduciary asset management.

    Marketing &
    Research
    Services

    All ETFs launched with Tidal include a comprehensive strategy and plan of execution.

    Sales & Distribution Support
    Services

    Increase AUM in the ETFs by selling directly to financial advisors.

    Fund
    Financing

    Sharing economics in financial critical growth initiatives when resources are low.

    OUR CUSTOMERS ARE PARTNERS IN EVERY SENSE OF THE WORD

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    The Tidal
    Advantage

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    Growth Assessment

    We offer business intelligence and strategic guidance via our proprietary growth assessment process.

    Values Based Culture

    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.

    Comprehensive Solution

    Tidal’s comprehensive solution includes ongoing support in: Marketing, Integrated Growth Services, Trading, Sales and Distribution.

    Alignment of Interest

    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.

    We Partner With Best-In-Class Firms That Know ETFs

    Get a Tidal Assessment

    +1 (844) 986-7700

    Call Our ETF Experts

    Tidal's Clients Are

    Eclectic and Innovative

    Tidal clients