Innealta Capital

$222.4MAssets under management
as of Apr 2026 · SEC Form ADV
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Tech stack

No one at Innealta Capital has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Innealta Capital's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
U.S. Bank
Per Form ADV · $250M held · filed Dec 2024
Pershing
Per Form ADV · $29M held · filed Dec 2024
Schwab
Per Form ADV · $17M held · filed Dec 2024