Axxcess Wealth CIO Cory Persson, CFA - A Finalist for Think Advisors Luminaries "TAMP and Model Marketplace CIO of the Year."

CARLSBAD, Calif., Oct. 10, 2025 /PRNewswire/ -- Cory Persson, CFA, Chief Investment Officer at Axxcess Wealth Management, has been named a finalist for the 2025 ThinkAdvisor Luminaries Award in the "TAMP and Model Marketplace Chief Investment Officer of the Year" category, a testament to his visionary leadership and the continued innovation driving Axxcess' investment strategy.

Mr. Persson oversees Axxcess UMA/UMH platform built for high-net-worth clients and the advisors that serve them. A platform now managing over $12 billion in client assets across 400+ strategies including long short direct indexing, and a first of its kind digital end-to-end alternative investment proposal, subscription, and allocation engine. Cory serves as a key architect behind Axxcess' investment strategy and growing advisor network; delivering investment strategy, macroeconomic interpretation, and customized portfolio architecture that blends traditional, alternative and tax-aware investing. 

"We're building more than portfolios," said Persson. "We're building frameworks that let advisors move their businesses upstream, without sacrificing control, precision, or tax outcomes. By combining traditional, alternative, and direct indexing with long-short capabilities and coordinated income-offset strategies, we're helping investors do more than grow—we're helping them keep more."

The firm's newly launched Enhanced Wealth Management service offering sits at the center of this vision, giving advisors access to tax-efficient direct indexing, personalized harvesting strategies, and long/short overlays—all delivered within a unified UMA framework. With Perssons guidance, Axxcess is advancing a platform that delivers personalized investing with institutional depth—without the operational drag.

"Advisors are under pressure to demonstrate differentiated value," said Michael Seid, Chief Executive Officer of Axxcess. "The Axxcess Platform unifies the advisor and client experiences and solves a number of challenges facing HNW investors and the advisors that serve them." "Cory has been critical to Axxcess' mission to provide personalized strategic insight at scale for advisors navigating today's complex investment universe."

This year ThinkAdvisors saw a record-breaking participation for the coveted Luminaires award and further acknowledges Axxcess' leadership position among other leading TAMPs.

Finalists have been invited to New York on December 4^th for the awards ceremony. This full day event extends well beyond the awards dinner. Those nominated as honorees will participate in all day events prior during roundtable, panel discussions, and exclusive networking opportunities for attendees.

The announcement comes at a time as large-scale independent RIAs continue to seek personalization of scale and breadth of investment offerings. The result being a robust platform of services and benefits for sophisticated clients and the advisors that serve them.

About Axxcess Wealth Management

Axxcess Wealth Management is a hybrid RIA and TAMP delivering institutional-caliber investment and operations infrastructure to high-net-worth advisors and their clients. With capabilities across tax-aware investing, direct indexing, alternatives, UMA technologies, and integrated service operations, Axxcess enables firms to scale with confidence. The platform supports custom portfolio design while embedding scalable, tech forward support to reduce operational burden.

Headquartered in Carlsbad CA, Axxcess serves advisors and their clients across the United States. As of October 2025, the firm has $12.5 billion of platform assets. Visit our site axxcessplatform.com. Media Inquiries please contact Vanessa Turner at (360) 772-8758, or [email protected]

Cory Perrson has been nominated as a Finalist for the Think Advisors Luninaries "2025 TAMP and Model Marketplace Chief Investment Officer of the Year Finalist" in October 2025. The award is created by ThinkAdvisor, and the award criteria and related information can be obtained on https://event.thinkadvisor.com/luminaries-awards. No compensation was provided to ThinkAdvisor in connection with being nominated for this award.

SOURCE Axxcess Platform