Arax Investment Partners

A multi-firm wealth platform elevating our partners to deliver industry-leading financial services to their clients.

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Our Mission

Advising families, empowering institutions, and investing capital requires expertise but also a deeply embedded respect for the responsibility bestowed upon us. Without the recognition of this obligation, expertise can ring hollow. Arax seeks to find the best financial advisors and investors who are resolute in the combination of these characteristics.

Who We Are

Arax Investment Partners, a RedBird Capital Partners portfolio company, combines Arax’s seasoned wealth management team’s vision with RedBird’s strong track record, expertise, and network in the Financial Services sector. We are building a differentiated platform that is uniquely positioned to capitalize on secular tailwinds in the industry.

Who We Partner With

Arax partners with leading asset and wealth management firms as well as financial advisory teams that look for a unique and customized approach in the wealth management space. Our C-Suite offers years of experience and a deep understanding of the salience of the relationship between a client and their advisor.

Arax Value

Experienced Leadership

Experienced Leadership

The Arax C-Suite has a combined more than 100 years of industry experience. Arax Investment Partners was established with a proven investor, RedBird Capital, and Haig Ariyan’s deep sector experience and background. Haig was the President and CEO of Alex. Brown, Head of Global Wealth Solutions at Raymond James, and Head of Deutsche Bank Wealth Management, Americas.

Investment Solutions

Investment Solutions

The extended Arax and RedBird ecosystem gives access to differentiated products including alternatives, MFO capabilities, and managed solutions. We also provide 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. Our advisors have access to hybrid BD and multi-custodial RIA verticals to support a full range of service models and are granted access to our integrated asset management arm, enhancing client portfolios with proven strategies.

Tax & Estate Services

Tax & Estate Services

Currently, offerings include high and ultra-high net worth tax and estate planning in addition to in-house insurance services. We also have vetted external and custodial partners that offer trust services, credit, and lending options. We are constantly evaluating potential ancillary products and services that would add value to the platform’s operations.

Technology Partner

Technology Partner

We utilize tech solutions that integrate trading, CRM, advisor and client hubs, and reporting tools to enhance user experience and bring data together in one place. We provide a fully centralized suite of shared services that allow individuals and firms to focus on serving clients.

M&A Support

M&A Support

We provide centralized recruiting resources to firms in our network in addition to transition support to supplement our partner firms’ inorganic growth. We also offer full-fledged finance, compliance, and human resources functions to our advisors.

Latest News

Arax Makes a Splash by Buying Broker-Dealer, Recruiting $2 Billion Advisor Team, and Hiring CIO

Barron’s | Advisor News

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10 People To Watch in Wealth Management in 2024

Barron’s | Advisor News

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ECHELON’s RIA M&A Deal Report

U.S. Wealth Management | 3Q23

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