Pantile Investments

For advisors

Data that's current and connected makes every advisor a client superhero.

One operating system for owner-operated firms, with an SEC-registered wealth manager behind it.

Get in touch

One operating system. Three jobs.

  1. 01

    Grow your book

    Find, market to, and convert new families without the owner doing all the prospecting.

  2. 02

    Run your book

    Planning, portfolios, CRM, reporting, messaging, documents, and compliance on one record, and for affiliates, the back office run by us.

  3. 03

    Expand your book

    Offer every family the services a family office would, and bill for them in-house instead of referring them out.

01

Grow your book

Find, market to, and convert new families without the owner doing all the prospecting.

StudioLinkedInYour tone

Your post

Scheduled for Tuesday, 8:30 AM

Most people can name their salary and not their savings rate. Here is what that number looks like once every account sits on one record.

Your savings rate

The number nobody can name

2 new leads from this post

Jordan R.

Engineering lead, RSUs

Score 86

Sam K.

Founder, recent exit

Score 81

Park household

New client, joined 9 days ago

Onboarding

Intro call

Notes filed to the household

Statements read

6 accounts found across 3 firms

Advisory agreement

Signed by both spouses

Accounts opening

2 of 3 open at Altruist

In progress

First plan

Drafted from what they own

Okafor household

Every service, from the first meeting

Investments
Tax prep and planning
Estate planning
Employer stock
Private investments
Held-away accounts

The depth you give your top five households, as the default for all of them.

02

Run your book

Planning, portfolios, CRM, reporting, messaging, documents, and compliance on one record, and for affiliates, the back office run by us.

SchwabAltruistHeld awayCRMAgreementsDocumentsMeetingsMessagesPositions, todayRSU vestForm 1040Call notes

Chen household

2 members, 9 accounts

Theo96 households

Which households have more than 25% of net worth in one stock?

Four. Chen and Okafor both have shares vesting inside 90 days, so theirs grows before it shrinks.

Chen NVDA31%
Whitfield Legacy bank stock29%
Okafor Employer stock27%
Park Concentrated ETF26%

Read from

Held-away positionsVesting schedulesCost basis
CompliancePantile's SEC registration
Form ADV delivered to new householdsDone Oct 2
Client messages archived and supervisedContinuous
Code of ethics attestations12 of 12
Personal trade pre-clearance3 this week
Annual compliance reviewDec 9

Handled by Pantile's compliance team

03

Expand your book

Offer every family the services a family office would, and bill for them in-house instead of referring them out.

Roth conversion, 2026Tax plan

Convert this year

Fills the 24% bracket after the RSU vest

$40,000

Tax due now

Federal and state

$9,600

Lifetime tax saved

Against converting nothing

$61,400

Estate plan

Reviewed

Revocable trust, restated

Signed March 2024

ISO grant, 12,000 shares

Titled to the trust

The tax plan knows about the equity grant.
Private investmentsFor eligible clients
Venture fund II$250,000
60% calledNext call Mar 2027
Real estate income fund$100,000
35% calledDistributes quarterly

Distributions to date

$18,400

Capital calls this year

2

Chen household, net worth

$2,847,300

Managed

Joint brokerage

Schwab

$1,284,900
Managed

Rollover IRA

Altruist

$742,150
Held away

401(k)

Empower

$486,300
Private

Venture fund II

Capital called 60%

$250,000
Held away

Cash and savings

Chase, linked

$83,950

Two ways to work with Pantile

01

Platform

Run your firm on Pantile and keep full control of it: your own registration, your own fee schedules, and a back office you run.

  • Included: The platform: planning, portfolios, billing, documents, CRM, compliance, messaging, reporting, and our end-to-end AI system, Theo
  • Included: Marketing materials creator and prospecting tools
  • Included: Your own fee schedules and billing
  • Not included: An account operations team
  • Not included: A compliance support team
  • Not included: In-house legal, CPA, and estate planning support
02

Affiliate

Affiliate with Pantile and hand us the overhead: compliance and legal, account operations, and marketing, so your time goes to clients.

  • Included: The platform: planning, portfolios, billing, documents, CRM, compliance, messaging, reporting, and our end-to-end AI system, Theo
  • Included: Marketing materials creator and prospecting tools
  • Included: Use the all-inclusive Pantile fee structure
  • Included: An account operations team
  • Included: A compliance support team
  • Included: In-house legal, CPA, and estate planning support

The product screens shown on this page are illustrative mockups. They are not screenshots of a real account, and the balances, holdings, returns, projections, tax figures, and household data in them are hypothetical examples created to demonstrate platform features. Nothing here represents actual client accounts, actual investment performance, or a projection of results any client should expect. Past performance does not guarantee future results, and all investing involves risk, including the possible loss of principal.

Keep your firm. Put an institution behind it.

Every client gets the family office, and you get your week back. It starts with a conversation about your book.

  • Day one

    Pantile is live for your firm on day one, with your custodian in place. Bring your current tools, and we migrate each one onto the platform on your schedule.

  • If it is not a fit

    Leaving is clean: 180 days of transition support, and your clients were always yours.

  • When you are ready

    An option to sell to Pantile or anyone else, never an obligation.

Get in touch