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AdvisorTechBook LIVE πŸŽ™οΈ

134 members β€’ $99/month

1 contribution to AdvisorTechBook LIVE πŸŽ™οΈ
🧭 Start Here - Introductions πŸ‘‹πŸΌ
Welcome to the AdvisorTechBook community! I'm building out this community as an on-going companion to the infamous AdvisorTechBook I published in Feb. 2025 (2026 now available for pre-order!) I love AdvisorTech and I love reading books... hence "AdvisorTechBook" 🎯 My goal here is first and foremost is to build upon the Kitces AdvisorTech map by providing recorded demos, peer reviews, peer tech stacks, podcasts, and just about everything else related to the AdvisorTech space. So who's it for? - Financial Advisors - RIA Operators (CSAs, Ops Managers, COOs, marketing...) - Consultants - AdvisorTech founders and their teams - And investors in this space If you're any of the above, or anything remotely close, you're in the right place! πŸš€So let's get started with some introductions! Please comment below and let us know: 1. the who, what, where 2. Why'd you decide to join this community? 3. What are you working on currently? 4. Lastly, any resources you'd love to see! Now, for those resources: - 🎧 AdvisorTech Podcasts - πŸ—ƒοΈ AdvisorTech Directory (demos on demand - 🚧 under construction 🚧) - πŸ“° AdvisorTech News - πŸ’‘ Real Tech Stacks - πŸ… Top Podcasts, Books, LinkedInfluencers, Consultants, Communities, Conferences, Speakers (coming soon) - πŸ€– All the AI Notetakers for Advisors Don't forget to introduce yourself below! πŸ‘‡ πŸ—ΊοΈ Then check out the map and see who lives near you!
🧭 Start Here - Introductions πŸ‘‹πŸΌ
2 likes β€’ 3d
Hey everyone β€” I’m James Ouderkirk. I’ve spent my career as an advisor and helping build investment platforms in ways that better serve financial advisors and their clients. At GLASfunds β€” we're an open-architecture, 'alts UMA' platform designed to help advisors build and scale their own alternatives programs without the traditional operational and administrative burdens. Clients get access at low minimums to all opportunities through a digital, one-time evergreen subscription process, with a single consolidated statement & one aggregated K-1 for all holdings and full custodial support, plus no repeat KYC/AML or additional documentation demands as more funds are added. Our goal is to give advisors a no-cost infrastructure to allocate in alternatives for their clients however they want, while staying in control of manager selection and portfolio customization. Excited to be here and looking forward to contributing.
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James Ouderkirk
1
3points to level up
@james-ouderkirk-2508
Financial Advisor / Alternative Investment Platform Solutions Expert

Active 1d ago
Joined Mar 3, 2026
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