Founded in 2007, WrapManager, Inc. is a U.S. Securities and Exchange Commission (SEC) registered investment adviser. The firm specializes in creating personalized investment plans for clients by connecting them with vetted, third-party money managers through a "wrap fee" program. This model bundles investment management, brokerage services, and administrative costs into a single fee. WrapManager's mission is to act as a fiduciary, offering objective advice and ongoing support to help clients achieve their long-term financial goals, with each client being assigned a dedicated Wealth Manager.

Founded in

United States