Asset Manager

Updated:

Tidal Financial Group

Tidal Financial Group, founded in 2012 and led by CEO Gavin Filmore, is a white-label ETF platform managing over $54B across 400+ ETFs.

Tidal Financial Group

Tidal Financial Group is a leading White Label ETF solutions platform facilitating the creation, operation, and growth of ETFs.

General information

Firm type

Asset Manager

Year founded

2012

AUM

$54B (per firm, as of 4/30/2026)

Location

Region

North America

Country

United States

City

Chicago

Corporate office

Chicago, IL, United States

Additional offices

Milwaukee · New York · Omaha · West Palm Beach

Principals

Gavin Filmore

Chief Executive Officer

Jay Pestrichelli

Chief Trading Officer

Sector focus

ETFsAsset ManagementFinTechInfrastructure

Frequently asked questions

Who runs investment decisions at Tidal Financial Group?

CEO Gavin Filmore leads the firm. Chief Trading Officer Jay Pestrichelli oversees trading operations; he previously co-founded ZEGA Financial and managed over $10B in ETF assets. Tidal's platform model means individual investment decisions for each ETF are made by the issuer, not by Tidal.

Is Tidal Financial Group a single family office or an asset manager?

Tidal is neither a family office nor a traditional asset manager. It is a white-label ETF platform — a service provider that supplies the operational, regulatory, and trading infrastructure for external asset managers to launch and manage their own ETFs. The firm does not manage capital for a single family.

What investment stages does Tidal Financial Group typically target?

Tidal serves ETF issuers across all lifecycle stages — from concept and launch through growth and ongoing portfolio management. Its platform covers strategy, product planning, trust and fund services, legal, operations, marketing, and distribution.

Does Tidal Financial Group participate in fund commitments or only direct deals?

Tidal does not commit capital to funds or participate in direct deals. It operates solely as a service provider, offering infrastructure and support for clients to create and manage ETFs. Its revenue comes from service fees, not investment returns.

Where does the underlying wealth come from for Tidal's clients?

Tidal's clients are a mix of asset managers, registered investment advisers, and financial firms converting managed accounts or mutual funds into ETFs. The wealth origin of each client is separate from Tidal and is not disclosed by the firm.

How does Tidal Financial Group source proprietary deal flow?

Tidal does not source proprietary deal flow for itself — it is a service platform, not an investment manager. It markets its platform to asset managers and financial firms interested in launching or converting ETFs, often working with distribution partners like the NYSE.

What is Tidal's known posture on co-investments alongside external GPs?

Tidal does not engage in co-investments. Its role is purely operational and infrastructural, providing ETF administration, compliance, trading, and distribution to external issuers.

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