In the fast-moving ETF market, control doesn’t stem from labels, it comes from structure, contracts, and the right partnerships. Whether you choose to manage a proprietary trust, serve as an adviser, or leverage a white-label platform, each model has unique costs and responsibilities. This article breaks down the nuances so you can align with your goals. Explore the full insights in the article: https://lnkd.in/dy7v-6nG
Tidal Financial Group
Financial Services
Tidal is an industry-leading ETF platform offering full-stack services to successfully launch, manage, and operate ETFs.
About us
Tidal Financial Group is a leading ETF investment technology platform, founded in 2012 to create, manage, and grow ETFs with a focus on customer-centric solutions. Our comprehensive platform offers best-in-class strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, and sales and distribution. With offices in New York, Chicago, Milwaukee, West Palm and Detroit, our team of ETF and financial specialists brings extensive industry experience to every partnership.
- Website
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https://www.tidalfinancialgroup.com/
External link for Tidal Financial Group
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- NYC
- Type
- Privately Held
- Founded
- 2012
- Specialties
- Trust Services, Strategy & Planning, Product Development, Marketing, Business Development, Distribution & Sales, Business Growth Assessment, ETF Think Tank, Advisory Services, National Accounts, Product Launch, and Consulting
Locations
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Primary
NYC, US
Employees at Tidal Financial Group
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Michael Khouw
CNBC Business News Contributor, YieldMax Strategist Former: Dash Financial, CRT Capital, Cantor Fitzgerald, New York Mercantile Exchange, American…
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Margaret Burgdorf
Data Operations Management
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Luis Berruga
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Claire du Plessis
Chief Marketing Officer, Tidal Financial Group
Updates
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The ETF market is moving faster than ever: active adoption, crypto normalization, low-cost beta flows, and celebrity-backed launches all highlight a dynamic landscape. Ongoing regulatory developments and the rise of tokenized ETFs suggest the pace of evolution will remain high. Get the full year-to-date pulse check and see what’s next in the ETF space: https://lnkd.in/dYiEYHvW
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Throughout 2025, retail investors are moving beyond traditional passive exposures into more specialized ETF strategies, from defined-outcome buffers to option-based income products. Option-based ETFs alone have attracted ~$62B in net inflows YTD, signaling a shift in investor sophistication and demand for flexible risk management tools. Explore the mid-year pulse on how DIY investors are reshaping the ETF landscape: https://lnkd.in/dYiEYHvW
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What does it take to launch an ETF that actually scales? Our CEO, Guillermo Trias joined Dave Nadig at Future Proof to talk about how Tidal helps advisors and asset managers turn strategies into funds that work. “We offer a turnkey solution to launch, manage, trade, or operate an ETF... we’ll do everything for you while you focus on strategy, promotion and portfolio management” Guillermo said. They delve into structure, trading, operations, and why more firms are incorporating the ETF wrapper as part of their long-term growth strategy. Watch here: https://lnkd.in/dyusr_wR #TidalFinancialGroup #MakingWaves #ETF #ETFIndustry #Markets #ETFLaunch #Tidal #AdvisorGrowth
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ETF Industry Highlights: Week of September 29, 2025 The ETF market saw 30 new launches and 9 Closure and 2 Ticker Changes and 3 Conversions last week, a testament to the industry’s steady expansion. Key metrics at a glance: 1) 1-Year Open-to-Close Ratio: 4.18 2) Total U.S. ETFs: 4,553 (+20.0 LTM) 3) Industry Assets: $12.8 Trillion (+28.1% LTM) 4) Annual Expense Ratio Revenue: $21.4 Billion Stay ahead of the curve with our weekly KPI insights. Get the weekly KPI update delivered to your inbox every week by subscribing here: https://lnkd.in/g9Sp8hmg #TidalFinancialGroup #ETFLeadership #Finance #Milestone #Innovation
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Congratulations to all our clients celebrating fund anniversaries this month! PLTY– 10/7 (4 years!) (YieldMax ETFs) RSMC– 10/10 (1 year!) (Rockefeller Capital Management) XYZY– 10/10 (2 years!) (YieldMax ETFs) YALL– 10/10 (4 years!) HFND– 10/10 (7 years!) (Unlimited Funds) BTGD– 10/15 (1 year!) (Quantify Funds) NDAA– 10/16 (2 years!) (Ned Davis Research) CGRO– 10/16 (2 years!) XMAG– 10/24 (2 years!) (Defiance Investments) HFSP– 10/23 ( year!) MRNY– 10/23 (2 years!) (YieldMax ETFs) RGEF– 10/25 (2 years!) (Rockefeller Capital Management) IWMY– 10/30 (2 years!) (Defiance Investments) ACSI– 10/31 (2 years!) #TidalFinancialGroup #MakingWaves #ETF #ETFIndustry #Markets To learn more about PLTY, visit https://lnkd.in/dpdC6dN7 To learn more about RSMC, visit https://lnkd.in/dzXE4xhx To learn more about XYZY, visit https://lnkd.in/g6Yv6Q2p To learn more about YALL, visit https://lnkd.in/ds5VW9KM To learn more about HFND, visit https://lnkd.in/dmjfKZJC To learn more about BTGD, visit https://lnkd.in/gqjksxiP To learn more about NDAA, visit https://ndrfunds.com/ To learn more about CGRO, visit https://lnkd.in/g4XTf_Uh To learn more about XMAG, visit https://lnkd.in/dQuqgNCm To learn more about HFSP, visit https://lnkd.in/dZym2wbn To learn more about MRNY, visit https://lnkd.in/dtNSTB94 To learn more about RGEF, visit https://lnkd.in/dap6PyVn To learn more about IWMY, visit https://lnkd.in/dkn4VBNu To learn more about ACSI, visit https://www.acsietf.com/
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2025 has marked an ETF milestone. For the first time, active ETFs outnumber passive in the U.S. While they represent ~11% of assets, they’ve captured nearly 60% of all net inflows this year. From defined-outcome buffers to option-based income strategies, retail investors are showing more sophistication and more appetite for tools that offer flexibility, risk management, and outperformance potential. Read why this is an inflection point for the industry: https://lnkd.in/dYiEYHvW #TidalFinancialGroup #ETFLeadership #Finance #Milestone #Innovation #Markets #ETFs #TidalTheETFMasters
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This year’s Annual Tidal Onsite took us to Braselton, Georgia, where our remote-first team came together in person. From strategy sessions to team building, one thing was clear: our identity as “The ETF Masters” runs through everything we do. We’re excited for what’s ahead- and we’re looking for talented people to join the journey: https://lnkd.in/eBakvuJ5 #TidalTeam #NowHiring #WorkWithUs #ETFMasters #TidalFinancialGroup #ClientSuccess #ETFIndustry #ETFLeadership #ETFs #Markets #ETFThinkTank #Finance
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ETF conversions under Section 351 offer tax perks, but it's not always a smooth path. Complexity grows with SMAs and multiple custodians, Brittany Christensen of Tidal Financial Group told Financial Planning Read more: https://lnkd.in/d5KBSq-2 #TaxPlanning #ETFStrategy #351Conversions #SMAs
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From U.S. equities to complex strategies, ETFs consistently prove more tax efficient than peers. But efficiency depends on smart management, especially for asset classes like bonds, emerging markets, or crypto. With the right execution, ETFs offer the opportunity to transform structural quirks into investor advantages. Dive into the full story here: https://lnkd.in/dTsPEpTc #TidalFinancialGroup #ETFLeadership #Finance #Market #Innovation
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