Arax Investment Partners

Overview

Arax Investment Partners is a wealth and asset management platform company that combines a seasoned executive team's vision with RedBird Capital Partners' expertise and network in the financial services sector. The firm operates a multi-platform model with distinct regional focuses and diverse product offerings through USCW, Ashton Thomas Wealth, and Arax Advisory Partners. Arax seeks to partner with leading asset and wealth management firms and financial advisory teams, offering a unique and customized approach in the wealth management space. The company's C-Suite has over 100 years of industry experience, and its platform provides access to differentiated products, including alternatives, multi-family office capabilities, and managed solutions. Arax also offers ancillary services such as high and ultra-high net worth tax and estate planning, in-house insurance services, trust services, and credit and lending options. The firm utilizes technology solutions that integrate trading, CRM, advisor and client hubs, and reporting tools to enhance user experience and bring data together in one place. Arax provides centralized recruiting resources to firms in its network, in addition to transition support to supplement partner firms' inorganic growth. The company has evaluated over 175 strategic opportunities and closed 25 acquisitions, growing its platform from $0 AUM at launch in 2022 to $32.9 billion in AUM as of September 30, 2025, making it one of the fastest-growing wealth management platforms in the U.S. Arax's investment philosophy focuses on scaling wealth platforms, M&A experience, capital sourcing capabilities, and company-building expertise, backed by a proven investor with an extensive network, RedBird Capital Partners.

Investment Focus

• Leading asset and wealth management firms
• Financial advisory teams seeking a unique and customized approach in the wealth management space

Portfolio Companies