Tactive Advisors is an independent financial services firm and technology platform focused on helping financial advisors grow and manage their practices. Its offering combines digital growth tools with operational and investment infrastructure, giving independent advisors capabilities associated with larger firms while allowing them to run their businesses their way.

The platform includes automated marketing campaigns, lead scoring, client engagement, onboarding, compliance, reporting, and custody connections with Schwab, Goldman Sachs, Interactive Brokers, and GreenPier. Portfolio tools support trading, rebalancing, direct indexing, model portfolios, and custom portfolio construction. Tactive also provides resources spanning insurance, trust and banking, alternatives, estate planning and legal services, structured notes, financial research, market data, and a 401(k) platform.

Scruffy AI is an advisor-focused assistant designed to classify and organize uploaded documents, prepare meeting materials, and turn client conversations and data into structured intelligence. Tactive also features Scruff Guard and a lead-capture process linking advertising, AI-powered responses, financial questionnaires, personalized options, and appointment booking. Advisory services are offered through Tactive Advisors, LLC.