About Advisure
Redefining the intersection of traditional and alternative investment strategies utilizing institutional quality insurance infrastructure.
Our Mission
We unify investment advisory and insurance into a single, integrated wealth infrastructure.
We empower advisors to deliver institutional-quality investment strategies to accredited investors through technology that simplifies education, enhances decision-making, and streamlines implementation. We are here to reduce friction and improve after-tax outcomes.
Our Vision
To become the trusted infrastructure through which the industry delivers tax-efficient wealth solutions.
We believe the future of wealth management is integrated, transparent, and advisor-led — where the structural wrapper and the investment strategy work perfectly in tandem to produce superior long-term compounding.
Our Core Philosophy
We believe structure rivals strategy.
Structure is Strategy
Optimizing the structural wrapper (tax treatment, control logic) is as critical to long-term wealth as the underlying investment allocations.
Tools Drive Decisions
Better decisions require clearer conversations—which in turn require exceptional, data-driven analytical tools that move beyond abstraction.
Long-Term Compounding
We focus on strategies that maximize long-term compounding outcomes, which mathematically dominate short-term tactical optimization.
Evaluated, Not Sold
Private placement should be objectively modeled and evaluated as a structural tool for the portfolio, not peddled as a commission product.
Leadership Team
Decades of expertise across institutional investments, carrier distribution, and advanced technology.
Zayda Marrie
Former Executive, AIG & MetLife
A seasoned leader in the insurance industry, Zayda has over two decades of experience driving product innovation, distribution strategy, and enterprise growth. She successfully led initiatives generating over $5 billion in economic value.
Don Plotsky
Co-Founder, Uinta Investment Partners
Don has over 40 years of investment management experience as a leader, innovator, and portfolio manager, previously serving as head of product at Western Asset Management and senior executive at CDC Investment Management Corp.
Corey Rickman
Portfolio Analyst, Uinta Investment Partners
Corey brings institutional accounting and portfolio analysis experience from Stone Coast Fund Services and SEI Family Office Services, with a focus on income-based solutions in private markets.
Dror Katzav
Founder & CEO, Atidot
Founder and CEO of Atidot, an AI-driven platform for life insurers. Prior to founding Atidot, Dror spent 11 years as a technology leader in elite IDF Intelligence units. He is a recognized visionary on applying AI to life insurance.