Radix Financial, LLC

$231.6MAssets under management
as of Jan 2026 · SEC Form ADV
George Town
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Tech stack

No one at Radix Financial, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Radix Financial, LLC'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
J.P. Morgan
Per Form ADV · $97M held · filed Feb 2024
Interactive Brokers
Per Form ADV · $9M held · filed Feb 2024