WELCOME TO ETF ARCHITECT

We offer affordable ETF white-label services for passionate entreprenuers

We launched our asset management business in 2010. Eventually we saw the light and realized that the exchange traded fund vehicle was the future for delivering low-cost, transparent, and tax-efficient solutions for investors.

We raised capital and rolled up our sleeves, spending the next 5 years building our platform. We built an efficient, affordable, and scalable technology platform to facilitate the launch of our own internal ideas.

But in 2018, we were approached by Perth Tolle and her team to help them launch an ETF based on her intellectual property. Our initial answer was “no.” However, Perth was adamant that our ETF servicing platform was extremely unique and could help entrepreneurs launch their own ETF products at lower costs. She asked the question:

Why would you NOT allow others to use your platform?

Perth was right.

WE ARE EFFICIENT

Affordability

WE ARE DETAILED-ORIENTED

High-Quality

WE LOVE ETFS

Passionate

ETF White-Label Services: A One-Stop Shop

Our solution is comprehensive and we can help you launch both passive and active ETFs via our exemptive relief from the SEC under the Investment Company Act of 1940. We are also selective. We look to partner with teams that are well-funded,

Planning is the first phase of bringing an ETF to market. A few of the items we’ll take care of in this phase are as follows:

  • Implementation timeline
  • Regulatory workplan
  • Distribution workplan
  • Economics, pro forma finalization
  • Contracting, licensing as needed
  • Competitor analysis
Let’s Get Started

Planning is the first phase of bringing an ETF to market. A few of the items we’ll take care of in this phase are as follows:

  • Index creation / data construction
  • Registration / prospectus drafting
  • Iteration with regulatory agencies
  • Data controls established
  • Vendor management
  • Board approval, Trustee engagement
Let’s Get Started

Planning is the first phase of bringing an ETF to market. A few of the items we’ll take care of in this phase are as follows:

  • Basket creation
  • Exchange listing completion
  • Marketing coordination
  • Capital markets management
  • Seed capital deployment
  • Index coordination (as required)
Let’s Get Started

Planning is the first phase of bringing an ETF to market. A few of the items we’ll take care of in this phase are as follows:

  • Vendor management
  • Printing / filing
  • Regulatory disclosures
  • Liquidity assessments and filings
  • Ongoing marketing
  • Invoicing / vendor payments
Let’s Get Started

Let Us Help You Launch Your Dream

Our services are affordable, high-quality, and focused on your success

LET’S GET STARTED!