Professional wealth advisors and asset managers are partnering with Prometheus to help them reach their most important goals.
Win and retain clients
Cultivate excitement in your strategies by posting content that speaks to your investment philosophy.
Gain a competitive edge
Utilize actionable insights and education direct from top investment professionals in our community.
Achieve business scale
Spend more of your time managing wealth. Grow your business more efficiently and raise your visibility via engagement.
Strengthen client portfolios
Diversify into alternative products that have had little visibility until now.
A single platform of next-generation tools and a no-cost solution to optimize your day.
all strategies.
with unique transparency.
Bridging Wall Street and Main Street, Prometheus Wealth Services is comprised of experienced professionals across relationship management, fund due diligence, investor services, and platform integrations.
For RIAs, asset managers, and allocators who would like to learn more about the Prometheus platform, please contact:
Prior to joining Prometheus, Daniel led alternative investment and platform distribution to RIAs and family offices for CAIS. Previously, Daniel held senior business development roles at Morgan Stanley Private Wealth and Fisher Investments.
Paul has two decades of institutional investment experience in both due diligence and portfolio risk management at firms such as Allianz and Fannie Mae. Prior to joining Prometheus, Paul served as an award-winning financial advisor with Prudential.