About Factorwork
Built for the advisors who do the math.
Factorwork was founded on a simple observation: the best factor investors and the best tax managers were solving two halves of the same problem — separately. We built the software that solves them together.
Our mission
After-tax alpha, not after-tax apology.
Most wealth management software treats taxes as a constraint to work around. Factorwork treats them as a variable to optimize. The difference isn't philosophical — it shows up in client outcomes.
We believe advisory firms deserve institutional-grade factor tooling that speaks their language: households, lots, brackets, and the fiduciary standard. That's what we build.
The after-tax number is the only number that matters.
How we work
Principles we don't negotiate on.
Rigor first.
Every signal, every optimization, every output is grounded in finance theory and empirical evidence. We don't ship features that can't be explained.
Advisor-shaped.
We build for the professionals who sit across from clients. Explainability isn't a nice-to-have — it's the product.
Honest about limits.
We're software, not an adviser. We show our work, disclose our assumptions, and let your firm make the call.
The company
Wyoming-incorporated. Advisor-focused.
Factorwork, Inc. is an early-stage software company building tax-aware factor investing tools for registered investment advisers. We're currently onboarding a small group of RIA firms for our first release.
Work with us early.
We're looking for RIA firms who want to shape the product. Early access is limited — tell us about your firm.
Factorwork provides software and analytics to investment professionals. Factorwork is not an investment adviser and does not provide investment, tax, or legal advice.