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My Prosper Team
My Prosper Team was established in Lehi, Utah in 2020 by Ty Hansen, a University of Utah finance graduate who previously spent 20 years advising clients on...
My Prosper Team
My Prosper Team was established in Lehi, Utah in 2020 by Ty Hansen, a University of Utah finance graduate who previously spent 20 years advising clients on wealth creation. Hansen brought in Ryan Robertson, a history scholar turned financial advisor with 15 years of industry experience, as co-owner and senior advisor. The firm registered with the SEC as an RIA under the legal entity Prosper Wealth Solutions, LLC and provides services to residents of Utah and states where it is notice-filed or exempt. The founding team reports more than 30 years of combined experience across traditional securities, real estate, insurance, and alternative platforms. The firm does not disclose total AUM, but its disclosed strategy spans equities, fixed income, real estate, options, cryptocurrency, and insurance products. My Prosper Team structures its service around two specialized vehicles: Self-directed IRAs and Solo 401(k)s, which allow clients to hold alternative assets like rental property or private placements inside tax-advantaged accounts. The firm states it can pair self-directed accounts with traditional brokerage investments, reducing the cash drag that often occurs when assets sit uninvested at a third-party custodian. While the team does not name specific fund commitments or direct deal track records, its marketing emphasizes direct client control over investment selection—encompassing stocks, bonds, real estate, and cryptocurrency—executed through the in-house advisory platform. The firm operates from a single office in Lehi and has seven named professionals listed on its website, spanning advisory, marketing, client relations, and insurance specialization. Ty Hansen and Ryan Robertson lead investment strategy and client advisory, while KatieLynn Smith directs the insurance practice and Rick Anderton brings residential lending and real estate experience to the advisory team. My Prosper Team does not reference adjacent philanthropic vehicles, club memberships, or institutional co-investment structures. Its operational focus remains on delivering retail-style financial planning and alternative asset access to high-net-worth individuals who want to move beyond generic mutual fund allocations. March 2024: The firm promoted a suite of self-directed retirement account services as its primary differentiator for high-net-worth clients seeking broader asset access (per firm website, 2024). The structural differentiator is My Prosper Team's combination of an RIA wrapper with the custody flexibility of self-directed retirement plans. Most RIAs outsource alternative-asset custody to third-party administrators; My Prosper Team brings that capability in-house as a core service line, positioned to reduce administrative costs and cash drag. This architecture lets clients execute on real estate, crypto, and private placements inside retirement accounts directly through the firm, which is unusual for a Utah-based advisory practice of its size.
General information
Firm type
Multi Family Office
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lehi
Corporate office
Lehi, UT, United States
Principals
Ty Hansen
Founder, Owner, and Senior Advisor
Ryan Robertson
Owner and Senior Advisor
Rick Anderton
Investment Advisor Representative
KatieLynn Smith
Director of Life Insurance
Carter Lane
Director of Marketing
Emma Dickey
Director of Client Relations and Marketing
Alison Bartholomew
Team Member
Sector focus
Frequently asked questions
Who runs investment decisions at My Prosper Team?
Ty Hansen, founder and owner, leads investment strategy alongside co-owner and senior advisor Ryan Robertson. Hansen holds a master's degree in finance from the University of Utah and has two decades of advisory experience; Robertson brings 15 years of financial services work spanning traditional investment management, real estate, and retirement planning (per firm website, 2024). Rick Anderton and KatieLynn Smith contribute specialized expertise in lending, real estate, and insurance.
How does My Prosper Team source deal flow?
The firm does not run a proprietary institutional sourcing program. Its model gives individual clients direct choice over their asset allocation—stocks, bonds, options, real estate, crypto, and insurance—executed through brokerage and self-directed retirement accounts. My Prosper Team acts as the fiduciary advisor and platform facilitator rather than a fund manager or proprietary deal sponsor.
Is My Prosper Team a single-family office or does it operate more like a wealth management practice?
My Prosper Team is a registered investment adviser operating as a multi-family office with SEC registration via Prosper Wealth Solutions, LLC. While the firm offers the personalized service and broad asset access characteristic of family offices, its client base consists of multiple individuals and families rather than one single-family entity. The core service is high-touch wealth management with alternative-asset custody capabilities.
Does My Prosper Team participate in fund commitments or only direct deals?
The firm's public disclosures emphasize direct client-level investing across individual securities, real estate, crypto, and insurance rather than pooled fund commitments or institutional private equity. My Prosper Team does not advertise a fund-of-funds platform or commingled investment vehicles, focusing instead on helping clients deploy capital directly through their own accounts.
What investment stages does My Prosper Team typically target?
My Prosper Team works across asset classes rather than company stages. Its advisory scope includes publicly traded equities and bonds, direct real estate, options strategies, cryptocurrency, and insurance products—all managed within individual client accounts. There is no disclosed venture capital, growth equity, or buyout stage mandate.
Which sectors does My Prosper Team explicitly avoid?
The firm has not published an exclusion list. Its marketing emphasizes broad permissiveness—stating clients can invest 'how, when, and where they want'—suggesting no stated negative screens on sectors, though fiduciary suitability standards apply to each client recommendation (per firm website).
Does My Prosper Team maintain philanthropic structures, and how are they separated?
Director of Marketing Carter Lane founded a nonprofit called H.E.L.P. that supports homeless and foster-care teenagers, but this is a personal initiative and not a firm-sponsored philanthropic vehicle (per firm website, 2024). My Prosper Team does not disclose a corporate foundation, donor-advised fund platform, or formal charitable structure.
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