Acquired by ZEGA Financial was acquired by Tidal Financial Group in early 2025, signaling a broader distribution and potential cross-sell opportunities through the acquirer’s network and platforms.

Expanded product line Recent launches include the YieldMax Magnificent Seven ETF and multiple tech-focused covered call funds, presenting opportunities to partner on sub-advisory or distribution arrangements to reach RIAs and retail advisors.

AUM momentum With over 350 million AUM across product families and a track record in option trading, volatility management, and risk controls, ZEGA demonstrates scalable strategies that can complement existing advisor portfolios.

Industry credibility Recognized as a Best Financial Advisory Firm of 2023 and backed by media coverage and strategic partnerships, ZEGA offers credible messaging for advisor education programs and client outreach.

Technology stack Utilizes modern tech (cloud services, analytics tools, and security platforms) to support education, marketing, and product delivery, enabling scalable onboarding and ongoing advisor support.