A family office for every family

Our mission: give owner-operated financial advisors everything they need to grow, run, and expand their practices, so they can keep giving great, personal service to the individuals and families who trust them. We do it by putting institutional, family-office-level wealth management within reach of every individual and family in the US.

Why it matters

Millions of American families get their financial advice from an independent advisor: someone who runs their own firm, knows their kids' names, and picks up the phone. Those advisors are being squeezed out. Since 2018, the ~300 largest advisory firms have gone from 34% to 54% of all RIA assets. The big firms win on depth: tax, estate, and private investments under one roof. To match that, a small firm has to stitch together dozens of tools that don't talk to each other, and the advisor ends up spending barely 20% of the week with clients.

Family-office services have always been reserved for the very wealthy. We think every family deserves them, delivered by an advisor they already trust.

What we're building

Pantile is an SEC-registered investment adviser and an AI-native operating system: a family office as a platform. Independent advisors affiliate with us, keep their clients, their brand, and their independence, and run their whole practice on Pantile.

  • Grow: marketing, CRM, and client onboarding that bring advisors new clients

  • Run: compliance, back office, multi-custodian data, portfolio analytics, and custom models

  • Expand: private investments, estate planning, and tax and financial planning for the clients they already serve

Everything lives on one client record, so the tax plan knows about the equity grants, the estate plan knows about the private fund investments, and the retirement plan knows about the held-away accounts.

Who we are

  • Headquartered in Boulder, Colorado

  • Founded by David Baines, a former hedge fund manager and financial advisor with a PhD in Finance and AI and four companies behind him

  • Product, engineering, infrastructure, client services, and compliance are all in-house

  • Backed by Techstars and RevTech Labs

Pantile Investments, Inc. is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.