The wealth management industry is constrained by outdated technology, manual processes, and a fragmented eco-system.
DFMs, platforms, and adviser firms carry disproportionate operational and regulatory risk because the market still relies on repetitive, error-prone processes that were never designed for scale or Consumer Duty expectations.
Tikker creates automation that connects legacy infrastructure with modern processes - reducing risk, strengthening regulatory alignment, and freeing investment teams to focus on improving client outcomes rather than repetitive, manual operations.
Starting with our first product, Portfolio Rebalance Manager, that automates multi-platform operations, our mission is to advance digital integration in wealth management, overcoming supply chain fragmentation in order to deliver safer, more efficient, and more consistent outcomes for retail investors.