Tidal Investments LLC

Tidal Financial Group is a leading investment and technology platform specializing in Exchange Traded Funds (ETFs). Founded in 2012, the company's core mission is to revolutionize ETF development, launch, marketing, and sales by providing customer-centric solutions and bringing innovative investment ideas to market. Headquartered in Milwaukee, Wisconsin, Tidal Financial Group also maintains offices in key financial hubs including Chicago, New York, Omaha, and West Palm Beach.

The firm offers a comprehensive suite of services designed to support the entire lifecycle of an ETF, from initial strategy and product planning to ongoing management, trading, and distribution. These services include trust and fund services, legal and operations support, regulatory and compliance services, active portfolio management, trading execution, marketing, and research. Tidal Financial Group collaborates with over 90 ETF issuers, managing more than 415 ETFs and overseeing assets exceeding $63 billion in Total Assets Under Service and $47 billion in Assets Under Management as of March 31, 2026.

In recent leadership changes effective January 1, 2026, Co-Founder Guillermo Trias transitioned to Executive Chairman, with Gavin Filmore assuming the role of Chief Executive Officer. Other key leaders include Co-Founder and Chief Investment Officer Michael Venuto and Chief of Operations Eric Falkeis. Tidal Financial Group expanded its capabilities in January 2025 by acquiring ZEGA Financial's trading business, integrating industry veteran Jay Pestrichelli as Chief Trading Officer. The company further solidified its market position in October 2025 through a strategic partnership with FundVantage Trust, aimed at streamlining ETF creation for investment advisors. Tidal Financial Group is privately held, having raised $32 million in funding and being recapitalized by Insignia Capital in 2025.