Tinderwealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,000,000
Total clients
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
TinderWealth provides automated investment management to individual clients, including high‑net‑worth individuals, through a digital platform that combines financial planning tools, portfolio construction and automated brokerage account opening and trading. Like many investment managers, it charges asset‑based advisory fees and relies on independent custodians to hold client assets.
The firm builds multi‑asset‑class portfolios using tactical and strategic asset allocation implemented primarily with liquid ETFs and mutual funds, and it allows clients to request ESG customizations that can change portfolio composition. Its approach is quantitative and algorithm‑driven, with portfolios monitored via an interactive website and subjected to automated quarterly reviews; the firm does not use derivatives or leverage.
TinderWealth operates under the SEC’s Internet Adviser Exemption and runs a fully automated interactive platform, with an affiliated technology company providing platform development while maintaining documented operational separation. The brochure highlights several operational distinctions—recommendations of custodians such as Interactive Brokers, Charles Schwab and Apex Clearing, the firm’s disclosure that it may accept performance‑based fees for qualified clients, and recent changes to fee billing practices—that set its technology‑focused, internet‑delivered model apart from many traditional investment managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
ESG / Sustainable investing
Tax-loss harvesting
Passive / index investing
Fee options
0.25% annually
Performance-based fees may be accepted at the firm's discretion upon request by a qualified client
Main office location
Tinderwealth
Tiburon CA, United States
Number of offices
1
Most active in
Tinderwealth has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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