TE Advisors LLC
SEC RegisteredModern Investment Infrastructure, Powered by AI
About the firm
TAPP Engine provides brokerage, wealth management, cash management, and private markets infrastructure for financial institutions and fintechs. Their cloud-based infrastructure is scalable, flexible, and secure, offering turnkey microservices solutions including integrated investing, cash management, custody, and clearing.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
End-to-end wealth management, integrated microservices for investing, cash management, custody, and clearing, seamless integration with existing infrastructure, enhanced security (256-bit encryption, MFA, SOC 2 Type 2 compliance), compliance and reporting support, and customizable scalable solutions for financial institutions and fintechs
Who they serve
Banks & Credit Unions, FinTech & WealthTech, Independent Broker/Dealers, TAMPs, Asset Management Firms, Registered Investment Advisors (RIAs), and Trust Companies
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 13 | $11k |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Office locations
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All Assets | 0.30% |
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. TE Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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