tidalfinancialgroup.comETF Management Services, White Label ETF Solutions | Tidal

Voted Best ETF Platform & Best US White Label Platform - By ETF Express US 2023 Drop a line contact@tidalfg.com Contact Us +1 (844) 986-7700 Our Locations New York, Chicago, Milwaukee, and Detroit HOME ABOUT Company Overview Team FAQS SOLUTIONS Strategic Assessment & Product Planning Trust & Board Management Services Fund Management & Operations Regulatory and Compliance Service Active Portfolio Management Service Marketing & Research Execution Sales & Distribution Support Services Fund Financing CLIENTS OUR CLIENTS’ ETFS RESEARCH / ETF THINK TANK Crypto ETF Expertise Advisor vs Subadvisor ETF Tax Efficiency Uncovering Opportunity in Active ETFs Build an ETF contact@tidalfg.com +1 (844) 986-7700 search here A Platform Facilitating The Creation, Operation, And Growth of ETFs Our aim is to liberate investors from the limitations of traditional financial offerings and provide them financial freedom. Tidal combines expertise and innovative approaches in the collaborative design of ETFs and other groundbreaking financial products with its partners. As a holistic fiduciary platform, Tidal partners with different members of the investment community to build ETFs that generate value. Build an ETF Watch How We Work Platform Focused On Holistic ETF Customer Solutions The Tidal Financial Group (Tidal) expanded rapidly over the last decade and encompassed multiple ETF related brands including Toroso Investments, Tidal ETF Services, and the ETF Think Tank. Going forward all activity will be unified under the Tidal brand as we become one company, dream, family, and platform focused on holistic ETF customer solutions. Build an ETF Watch How We Work Voted BEST ETF Platform & Best US White Label Platform - By ETF Express US 2023 Want to Build an ETF? Learn More ABOUT TIDAL We Help Navigate The Rising Tides of The ETF Industry Tidal is a leading ETF investment and technology platform facilitating the creation, operation, and growth of ETFs. Our aim is to liberate investors from the limitations of traditional financial offerings and provide them financial freedom. The Company combines expertise and innovative approaches in the collaborative design of ETFs and other groundbreaking financial products with its partners. As a holistic fiduciary platform, Tidal partners with the investment community to build ETFs to generate value. More Than 100 Years of Combined Experience 10+ Years in Business Backed by FTV Capital More About Tidal $14+ Billion in ETF & MF Assets under Administration 00 Years of Combined Experience 00 ETFs 00 ETF Sponsors / Issuers 00 Employees INCREASING ETF DEMAND About the EFT Industry Over $600 billion net flowed into the U.S. ETF industry in 2022, while mutual funds had outflows of around $1 trillion. ETFs have: low minimum investment amounts. Intraday liquidity. Tax efficiency. Generally lower fees than most other wrappers. Lately, actively managed ETFs have taken hold and are now standard in the market, which has caused more and more mutual funds to convert to ETFs. The ETF market is becoming the only place to launch new products to allow for scale, especially into the retail market segment. ? Operational Efficiency/Streamline Business Clients running RIA businesses found that an ETF could be a much more efficient investment wrapper that helps streamline business operations, compliance and trading of their portfolios. In addition, launching an ETF can help manage the opening, reporting and relationship aspects of smaller accounts. ? Tax Efficiency on Existing Strategies Several of Tidal’s RIA clients launched ETFs to help create tax efficiency. ETFs do not pay capital gain taxes (source: Bloomberg). ETF clients should only pay taxes when they exit the ETF and should expect minimal surprise tax bills on capital gains that have not been realized. ? Open new Distribution Channel By launching an ETF, a client immediately expands its reach to any retail investor, advisor, intermediary or even institution throughout the globe. By listing their strategies in a regulated exchange, the client makes their ETF accessible to the general public. ? Brand Awareness and Reputation Many clients elevate their business profile and raise awareness for their strategies by launching an ETF. For example, one of Tidal’s larger institutional clients decided to launch a family of ETFs and use them as a cross-selling mechanism, partly to help generate revenue for the client’s main business line. Now’s your chance Why Launch an ETF? Operational Efficiency/Streamline Business Clients running RIA businesses found that an ETF could be a much more efficient investment wrapper that helps streamline business operations, compliance and trading of their portfolios. In addition, launching an ETF can help manage the opening, reporting and relationship aspects of smaller accounts. Tax Efficiency on Existing Strategies Several of Tidal’s RIA clients launched ETFs to help create tax efficiency. ETFs do not pay capital gain taxes (source: Bloomberg). ETF clients should only pay taxes when they exit the ETF and should expect minimal surprise tax bills on capital gains that have not been realized. Open new Distribution Channel By launching an ETF, a client immediately expands its reach to any retail investor, advisor, intermediary or even institution throughout the globe. By listing their strategies in a regulated exchange, the client makes their ETF accessible to the general public. Brand Awareness and Reputation Many clients elevate their business profile and raise awareness for their strategies by launching an ETF. For example, one of Tidal’s larger institutional clients decided to launch a family of ETFs and use them as a cross-selling mechanism, partly to help generate revenue for the client’s main business line. increasing etf demand About The ETF Industry Over $600 billion net flowed into the U.S. ETF industry in 2022, while mutual funds had outflows of around $1 trillion. ETFs have: low minimum investment amounts. Intraday liquidity. Tax efficiency. Generally lower fees than most other wrappers. Lately, actively managed ETFs have taken hold and are now standard in the market, which has caused more and more mutual funds to convert to ETFs. The ETF market is becoming the only place to launch new products to allow for scale, especially into the retail market segment. Tidal Services Holistic Suite of ETF Solutions Our platform is high-touch, progressive and fluid and includes: strategic guidance, product planning, trust and fund services, legal support, operations support, marketing and research, sales, and distribution support services. Our clients have the option to select one or multiple service packages or to advance through our program sequentially. Strategic Assessment and Product Planning We leverage our collective business intelligence to position your ETF for success. Trust & Board Management Services We are in the headache business, so that you can focus on what you do best. Fund Management & Operations We oversee all administrative, financial and operational items related to launching an ETF. Regulatory & Compliance Services We manage and support the regulatory needs in order to run an ETF. Active Portfolio Mgmt & Trading Execution Services Portfolio Managers understand the business of fiduciary asset management. Marketing & Research Services All ETFs launched with Tidal include a comprehensive strategy and plan of execution. Sales & Distribution Support Services Increase AUM in the ETFs by selling directly to financial advisors. Fund Financing Sharing economics in financial critical growth initiatives when resources are low. OUR CUSTOMERS ARE PARTNERS IN EVERY SENSE OF THE WORD The Tidal Advantage Growth Assessment We offer business intelligence and strategic guidance via our proprietary growth assessment process. Values Based Culture Tidal attributes its success to putting clients first, and by...