# Platform Technology Partners

Platform Technology Partners is a Bank / Wealth / Trust based in Locust Valley, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Locust Valley, United States
- **Region:** North America
- **Address:** New York, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** platformtechpartners.com
- **LinkedIn:** https://www.linkedin.com/company/northeast-private-wealth-management

## Regulatory record

- **CRD number:** 305602
- **SEC file number:** 801-117439
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0

## About

Platform Technology Partners is an SEC-registered investment adviser in Locust Valley, NY, registered since 2019. The firm manages $1.2 billion in assets, with $1.1 billion on a discretionary basis. It has 12 employees and 9 investment advisers.

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- [Plante Moran Financial Advisors](https://altss.com/profile/plante-moran-financial-advisors)
- [Platte River Wealth Advisors](https://altss.com/profile/platte-river-wealth-advisors)

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Updated: 2026-06-03T20:00:00.000Z

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