Full Stack Solution


Sales & Distribution Support Services

Increase AUM in the ETFs by selling directly to financial advisors. Gain broader distribution by adding accessibility through National Accounts Platforms

  • National accounts

  • Hybrid selling

  • Marketing follow-ups

National Accounts
  • Leverage existing relationships and engage broker-dealer platforms to onboard clients’ offerings.
  • Coordinate due diligence calls with broker dealers to evaluate clients’ ETFs.
  • Complete all Requests for Information and Due Diligence Questionnaires.
  • Seek home office model allocations and engage home office consulting personnel for adviser outreach and referrals.
Hybrid Selling


  • Proactively solicit clients’ offerings to RIAs and financial advisors at approved broker-dealers and platforms.

  • Generate brand and product awareness in the intermediary channel through direct emails, phone calls, meetings and webinars.

  • Maintain relationships with advisors to cross-sell new offerings and increase product retention.

Marketing Follow-Ups
  • Tidal uses leads generated from marketing activities and advisor engagement to implement proprietary scoring methodology and prioritize outreach. 

  • Tidal’s hybrid wholesaling efforts leverage technology and data to move prospects down the funnel quickly and efficiently by focusing on financial advisors who are highly engaged.

  • Customized follow-up campaigns and consistent, high-quality contact help convert prospects to allocators and advocates.

A One Stop Shop Platform

Clients receive the distribution and economics qualities of an asset manager, with the full support of an ETF platform.

Full-Service Platform

Single Point of Contact

ETF Industry Experts



Build an ETF With Tidal