Aris Investing
Finance · Illinois, United States · 11-50 Employees
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Overview
Headquarters
500 Lake Cook Rd Ste 350, Deerfield, Ill...Website
www.arisinvesting.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Aris Investing
Aris Investing provides an innovative Separately Managed Account (SMA) platform tailored for wealth managers and financial advisors, offering personalized, tax-smart, and scalable investment solutions. Their offerings include model portfolios, direct indexing, unified managed accounts, and a long-short strategy, all designed to optimize tax efficiency and enhance portfolio performance. The company emphasizes hyper-customization and intelligent rebalancing to align investments with clients' unique financial goals. With a focus on technology-driven approaches, Aris Investing aims to simplify the complexities of tax management in investment strategies.Explore more
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Aris Investing News & Media
Aris Investing Introduces Institutional-Grade Long-Short Strategy Built to Integrate Excess Returns and Tax Management
CHICAGO, Jan. 20, 2026 /PRNewswire/ -- Aris Investing, a leader in tax-aware investment management, today announced the launch of its Long-Short Strategy. The new offering provides advisors with a sophisticated, single-line tool designed to solve the growing "tax-decay" challenges of...Aris Investing Appoints Industry Veteran Monisha Jayakumar as Chief Investment Officer
Monisha Jayakumar joins to advance Aris' tax-aware portfolio and overlay solutions for advisors CHICAGO, Nov. 7, 2025 /PRNewswire/ -- Aris Investing, a leading innovator in personalized, tax-aware portfolio and tax overlay solutions that enable financial advisors and wealth managers to...
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Aris Investing provides an innovative Separately Managed Account (SMA) platform tailored for wealth managers and financial advisors, offering personalized, tax-smart, and scalable investment solutions. Their offerings include model portfolios, direct indexing, unified managed accounts, and a long-short strategy, all designed to optimize tax efficie... Read More
