Interactive Advisors

Interactive Advisors

Interactive Advisors was formed with a multi-office footprint spanning the United States and Europe; its registered addresses include Boston, Massachusetts, Wakefield, Massachusetts, Phoenix, Arizona, and Zurich, Switzerland. The firm targets high-net-worth entrepreneurs and family offices in technology and life sciences sectors, providing investment advisory and wealth planning services. Wealth origin for the client base typically ties to founder equity events, though the principals themselves are not publicly disclosed. The firm's investment strategy covers a broad mix of asset classes, including public equities, fixed income, private equity, venture capital, real estate, infrastructure, and private credit. Stage coverage spans growth-stage private companies alongside traditional public market allocations. Confirmed areas of sector focus include FinTech, Digital Health, Enterprise Software, AI/ML, ClimateTech, Cybersecurity, Real Estate, and Infrastructure. The firm structures client portfolios through separately managed accounts, co-investment opportunities, and fund vehicles, with geographic reach across North America and Europe. Deal flow is sourced through the principals' networks within technology and life sciences. Team size and total assets under management are not publicly disclosed. Additional offices are located in Wakefield, MA, Phoenix, AZ, and Zurich, Switzerland. No dated operational event from the last 24 months is publicly available for this firm. A structural differentiator is Interactive Advisors' multi-jurisdictional advisory model — operating across the US and Switzerland — which positions it to serve internationally mobile entrepreneurs. This setup allows the firm to manage cross-border tax, regulatory, and investment complexity for clients with dual US-European ties. The firm also mirrors the small-RIA-plus-direct-deal model increasingly adopted by boutiques serving founder clients.