Institutional ExcellenceFor Independent Advisors
Moorgate empowers independent financial advisors with institutional-grade investment capabilities, proprietary research infrastructure, and sophisticated analytical tools—enabling you to deliver exceptional client outcomes while preserving your autonomy and fiduciary independence.
Institutional Technology,Advisor-Friendly Interface
Independent advisors deserve the same analytical depth as the world's largest asset managers. Our platform bridges that gap — giving you direct access to institutional-grade research, portfolio construction tools, and real-time risk analytics that were previously out of reach for boutique practices.
Everything You Need toServe Clients Better
Institutional Research & Portfolio Analytics
We provide independent advisors with the same depth of proprietary research and portfolio analytics available to the world's largest institutions. From equity and fixed income coverage to alternative investment insights, macro commentary, and real-time risk attribution — every tool you need to construct, monitor, and defend client portfolios with confidence.
Investment Solutions & Practice Management
Beyond research, we give advisors curated access to institutional-quality investment solutions across public and private markets — with manager due diligence, institutional pricing, and co-investment opportunities built in. Alongside this, our practice management consulting helps you grow, streamline operations, and plan for the long term without sacrificing your independence.
Proprietary research.
Delivered with conviction.
Our in-house research team covers global markets with the rigour of an institutional investment office. Every report, every view, every data point is produced independently — free from the conflicts that compromise sell-side research — so you can advise clients with genuine conviction.
A partnership built around
your practice, not ours.
Most platforms treat advisors as distribution channels. We treat you as partners — and that distinction shapes everything from how we structure our economics to how we show up when your clients need answers.
Associate Partner
Designed for independent advisors building their practice. You gain full access to our research platform, portfolio analytics, and quarterly strategy sessions — the institutional foundation your clients deserve from day one.
Strategic Partner
For established RIAs ready to compete at the highest level. Monthly consultations, a dedicated service team, preferred investment access, and co-investment opportunities alongside our full research and analytics suite.
Premier Partner
An institutional-grade relationship for multi-family offices and large independents. White-label technology, weekly portfolio reviews, exclusive deal flow, and a relationship management team embedded in your practice.
All partnership tiers operate on flexible, month-to-month terms with no asset minimums for qualified advisors. Tier placement is reviewed annually and adjusts automatically as your practice grows.
Trusted by Leading Advisors
“The research platform has elevated our client conversations. We now compete with wirehouses.”
“Practice management support helped us streamline operations and focus on growth.”
“Access to alternatives and institutional pricing was game-changing for our clients.”
Ready to Elevate Your Practice?
Join 500+ advisors who trust Moorgate to deliver institutional excellence