What departments does UX Wealth have?

UX Wealth has employees across 3 departments including Engineering, Finance, Operations.

What is the largest department at UX Wealth?

The largest department at UX Wealth is Engineering with 2 employees.

Where are UX Wealth employees located globally?

UX Wealth has employees across 2 continents and 2 countries including United States Of America, Brazil.

How has UX Wealth's team size changed over time?

UX Wealth's team has grown from approximately 8 to 9 employees based on available data.

UX Wealth Employee Directory

Financial ServicesColorado, United States11-50 Employees

UX Wealth Partners is the premier AI-native Turnkey Asset Management Platform (TAMP) for growth-minded independent RIAs.

We combine institutional-grade portfolio technology — AI-powered trading, automated billing, performance reporting, and risk intelligence — with something no other TAMP offers: a complete AI business transformation for every partner firm.

Custom branding. Marketing. Websites. Client communications. We make a $30M RIA look and operate like a $300M institution.

Our platform gives independent advisors the same firepower as billion-dollar wirehouses — without the bureaucracy, the bloated fees, or the broken promises.

100+ investment models. Institutional trade execution. Real-time risk analytics. And a team that actually picks up the phone.

Built for advisors who refuse to settle.

uxwp.com

Find UX Wealth employees' phone numbers or email addresses

UX Wealth Global Highlights

North America
11

United States Of America
11

South America
2

Brazil
2

UX Wealth's Leadership

C. S.
Chief Technology Officer
Mobile Phone
Email
B. R.
Chief Investment Officer
Mobile Phone
Email
K. W.
Co-Founder / Managing Partner
Mobile Phone
Email
K. R.
Co-Founder
Mobile Phone
Email
A. O.
Co-Head Of Trading
Mobile Phone
Email
L. A.
Director Of Financial Operations
Mobile Phone
Email
D. L.
Director Of Client Experience
Mobile Phone
Email
J. M.
Senior Software Engineer
Mobile Phone
Email

UX Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Engineering
Information Technology
Accounting
Other

Contact profiles from UX Wealth

Name

Title

Contact Info

Location

Last Update

C. S.
Chief Technology Officer
Mobile Phone
Email
United StatesNew York
Mar 30, 2026
K. W.
Co-Founder / Managing Partner
Mobile Phone
Email
Mar 30, 2026
B. R.
Chief Investment Officer
Mobile Phone
Email
United StatesPennsylvania
Mar 11, 2026
K. R.
Co-Founder
Mobile Phone
Email
Oct 22, 2024
A. O.
Co-Head Of Trading
Mobile Phone
Email
Mar 20, 2026
L. A.
Director Of Financial Operations
Mobile Phone
Email
United StatesTexas
Feb 27, 2026
D. L.
Director Of Client Experience
Mobile Phone
Email
United StatesColorado
Feb 27, 2026
J. M.
Senior Software Engineer
Mobile Phone
Email
BrazilState of Pernambuco
Feb 26, 2026

Frequently Asked Questions

What is UX Wealth known for?

UX Wealth was founded in 2020 operates in the Financial Services industry. The company's main headquarters is located in 7200 South Alton Way Centennial, Colorado 80112 United States. Explore UX Wealth's company overview page for more information.

What is UX Wealth's most common email format?

UX Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more UX Wealth email formats with LeadIQ.

How many employees does UX Wealth have currently?

UX Wealth has approximately 11 employees as of April 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are UX Wealth's key employees and leadership?

As of April 2026, UX Wealth's key employees include:

Chief Technology Officer: C. S.
Chief Investment Officer: B. R.
Co-Founder / Managing Partner: K. W.
Co-Founder: K. R.
Co-Head Of Trading: A. O.

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