UX Wealth logo

UX Wealth Employee Directory

Financial ServicesColorado, United States2-10 Employees

UX Wealth Partners operates a turnkey asset management platform designed for growth-oriented independent RIAs. Its platform integrates portfolio management with AI-powered trading, automated billing, performance reporting, and risk assessment, and it offers a comprehensive AI-based business transformation for partner firms, including branding and client communications.

Based in Centennial, Colorado, the company serves independent RIAs seeking scalable capability without the bureaucracy or high fees associated with larger institutions. It positions itself within financial services as a provider that enables smaller advisory firms to access investment models, execution capabilities, and risk analytics normally associated with larger firms. A notable recent development is the September 2024 launch of its Xperience platform.

Find UX Wealth employees' phone numbers or email addresses

UX Wealth Global Highlights

Location
Employees

North America
11

Minus sign iconPlus sign icon
  • United States Of America
    11

South America
2

Minus sign iconPlus sign icon
  • Brazil
    2

UX Wealth's Leadership

  • Stylized image of a person
    K. W.
    Co-Founder / Managing Partner
  • Stylized image of a person
    K. R.
    Co-Founder
  • Stylized image of a person
    A. O.
    Co-Head Of Trading
  • Stylized image of a person
    I. A.
    Senior Fullstack Developer
  • Stylized image of a person
    J. M.
    Senior Software Engineer

UX Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Engineering
  • Information Technology
  • Accounting
  • Other
  • Administrative
  • Analytics

Contact profiles from UX Wealth

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    K. W.
    Co-Founder / Managing Partner
    Aug 12, 2026
  • Stylized image of a person
    K. R.
    Co-Founder
    Oct 22, 2024
  • Stylized image of a person
    A. O.
    Co-Head Of Trading
    Jul 01, 2026
  • Stylized image of a person
    I. A.
    Senior Fullstack Developer
    BrazilState of Pernambuco
    Feb 27, 2026
  • Stylized image of a person
    J. M.
    Senior Software Engineer
    BrazilPernambuco
    Apr 14, 2026

Frequently Asked Questions

What is UX Wealth known for?

Minus sign iconPlus sign icon
UX Wealth was founded in 2020 operates in the Financial Services industry. Explore UX Wealth's company overview page for more information.

What is UX Wealth's most common email format?

Minus sign iconPlus sign icon
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?

Minus sign iconPlus sign icon
UX Wealth has approximately 9 employees as of August 2026. These team members are located across 2 continents, including North AmericaSouth America.

Who are UX Wealth's key employees and leadership?

Minus sign iconPlus sign icon

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

  • Co-Founder / Managing Partner: K. W.
  • Co-Founder: K. R.
  • Co-Head Of Trading: A. O.
  • Senior Fullstack Developer: I. A.
  • Senior Software Engineer: J. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.