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TaoWeave
TaoWeave licenses automated direct-indexing technology to banks and RIAs, building separately managed equity portfolios with algorithmic tax-loss...
TaoWeave
TaoWeave is a technology-driven asset management and advisory platform that provides automated, personalized portfolio management through direct indexing and algorithmic portfolio construction. The firm was built to solve the tension between mass-market scalability and the bespoke portfolio management typical of high-net-worth family offices, encoding traditional tax-optimization and tilting techniques into software. TaoWeave's core strategy involves constructing portfolios as separately managed accounts composed of hundreds of individual securities, matching a chosen benchmark while layering on client-specific exclusions, ESG preferences, factor tilts, or concentrated stock overlays. This direct-indexing approach makes continuous, automated tax-loss harvesting possible at the individual-lot level. Asset classes covered include US large-cap equities, developed-market international stocks, and fixed-income, typically accessed through direct securities rather than ETFs. The platform's deployment mechanism is enterprise-scale: TaoWeave licenses its technology to large financial institutions, enabling their advisor networks to offer customized SMA portfolios under their own brand. The geographic footprint is primarily United States-focused, in line with the tax-code dependency of its core value proposition. As a private, institutionally focused technology provider, TaoWeave discloses limited public information about its headcount, total platform assets, or internal composition. It distributes through financial intermediaries and does not maintain a direct-to-consumer mobile app. Its enterprise clients embed the TaoWeave engine inside their existing wealth management workflows. There are no publicly known philanthropic foundations or adjacent operating businesses structured under the TaoWeave brand. TaoWeave's structural differentiator lies in its role as a pure technology layer that turns general-purpose custodial accounts into individually optimized direct-indexing strategies, without displacing the relationship manager or the sponsoring institution. This architecture makes the software the product, not the portfolio management itself, positioning the firm as a utility for the wealth management industry rather than a competing asset gatherer.
General information
Firm type
Asset Manager
Year founded
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AUM
Undisclosed
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Frequently asked questions
What does TaoWeave actually do?
TaoWeave provides institutional-grade direct-indexing and personalized SMA technology to banks, wealth managers, and RIA platforms. Instead of selling ETFs or mutual funds, its software constructs and manages a portfolio of individual stocks and bonds for each client, enabling customized exclusions, tax-loss harvesting, and factor tilts that a pooled fund cannot deliver. The firm acts as a back-end technology partner; the end-client relationship is typically held by the sponsoring financial institution.
How does TaoWeave's direct-indexing approach differ from buying an index fund?
When a client buys an index fund, they own a share of a pooled vehicle and have no control over the timing or realization of gains at the individual stock level. TaoWeave's direct-indexing architecture buys the underlying stocks in a separately managed account, allowing losses on individual holdings to be harvested and deducted against ordinary income or realized gains. It also allows exclusion of specific industries or companies, and application of personal investment preferences, all while targeting a pre-tax benchmark return.
Who are TaoWeave's typical clients?
TaoWeave sells to enterprises, not directly to individual investors. Its clients are large wealth management platforms, private banks, trust companies, and large RIA aggregators that want to offer direct-indexing as a scalable managed-account solution to their high-net-worth and mass-affluent customers. The partner institution controls the branding, client relationship, and pricing.
Does TaoWeave manage its own funds or operate as a pooled investment vehicle?
No. TaoWeave does not sponsor mutual funds or ETFs and does not manage a hedge fund. All assets are held in individually titled, separately managed accounts at third-party custodians selected by the sponsoring financial institution. TaoWeave provides the trading, rebalancing, and tax-optimization logic, but it is not a registered fund complex.
How does TaoWeave handle client-specific investment restrictions?
Because each account holds individual securities, the platform can apply restriction rules at the account level. A client with concentrated employer stock can instruct the model to exclude that sector or individual security entirely. ESG-conscious investors can apply custom screens — such as fossil-fuel exclusions or board-diversity thresholds — which the algorithm respects when constructing and rebalancing the portfolio.
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