We make private placement a seamless, integrated part of the RIA portfolio — not a side conversation.
Advisure eliminates the operational complexity that has kept private placement underutilized. We built the infrastructure so advisors can allocate, implement, and manage these strategies without changing how they run their business.
A future where every RIA can deliver institutional-quality tax efficiency at scale.
We believe private placement insurance should be as accessible and operationally straightforward as any other portfolio allocation — visible in your reporting, aligned with your economics, and beneficial to your clients.
We believe structure rivals strategy.
Integration, Not Addition
Private placement should fit inside the RIA model — not require a separate workflow, separate reporting, or separate conversation with the client.
Infrastructure Drives Adoption
The reason private placement has been underutilized isn't a lack of demand — it's a lack of infrastructure. We're here to fix that.
Long-Term Compounding
Tax drag compounds just as powerfully as returns. Eliminating it over a 20-year horizon creates measurable, meaningful wealth for clients.
Evaluated, Not Sold
Private placement should be objectively modeled and evaluated as a structural tool for the portfolio, not pushed as a commission product.
Leadership
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.