Powerful Technology, Delivering Personalized Investment Outcomes

Advisor-driven, defined-outcome investments, delivered on demand.

What we do

We help you build outcome-oriented investments for your clients, quickly and efficiently

As a financial advisor you have unique knowledge of each of your clients, and that knowledge is extremely valuable. You want to offer solutions to address their individual needs. But no retail products have been designed to meet these individual needs – until now.

At Derivaty we believe that personalization is for everyone. Our technology lets you unlock that value by quickly designing customized, outcome-oriented investments for each client. We leverage our extensive market experience to manage the implementation for you, while maintaining the benefits of transparency and liquidity.

Derivaty in numbers

Advanced technology, supported by an experienced investment team

Last night, our software analyzed

market data points

And generated

market data points

To help you provide

client solution

Our process


You provide our Digital Structuring Engine with straightforward parameters - defining the investment you want for your client.


When you have decided which investments are right for your client, we manage all of the trading to insure proper structure and best execution.


As times moves forward, your client’s needs may evolve, and the environment will change. Our team is here to help you evaluate changes in strategy, or uncover new opportunities.

How it works

See how Derivaty Technology can work for you


Education program

Income generation

Future stock price paths are uncertain. Tomorrow's uncertainty can be exchanged for income today.

Stocks & Portfolio Protection

Building wealth can take a long time, but the market can take it back in an instant. Thoughtful risk management, designed with your client's unique goals and needs in mind, is an important part of any core investment.

Upside Enhancement

Stocks can be great for the long term, but many investors have high-conviction, short-term views. Derivaty can help you and your clients express these invsetment ideas in the most impactful, and efficient way.

Ready to Take Back Control?

We built a powerful, digital structuring engine that condenses the knowledge and experience we've gained over 20 years in the investment industry. But we didn't build it for us - we built it for you. In seconds, you can begin building customized investment solutions.

Contact Us

Want to learn more?
If you have questions or are looking for further guidance, contact us.


By clicking 'Submit’, you agree to Our Terms

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Information on this website is not an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. Hyperlinks on this website are provided as a convenience and we disclaim responsibility for information, services or products found on websites linked hereto.

Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Hypothetical illustration for presentation purposes only. Actual investment experience will vary with stock selection and changing market conditions. Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. A professional advisor should be consulted before implementing any of the strategies presented.

Derivaty, LLC is a Securities and Exchange Commission (“SEC”) registered investment adviser and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Registration does not constitute an endorsement of the firm by securities regulators, nor does it indicate that the adviser has attained a particular level of skill or ability. A copy of Derivaty, LLC’s current written disclosure statement discussing its business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Derivaty, LLC upon written request. Derivaty, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Derivaty, LLC’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Options Disclosure: Options are not suitable for all investors. There are risks involved in any option transaction or strategy. Individuals should not enter into options transaction until they have read and understand the options disclosure document, “Characteristics and Risks of Standardized Options”, which outlines the purposes and risks of options transactions. You can download this document at OCC-Characteristics and Risks of Standardized Options. Copies of this document may also be obtained by contacting the Options Clearing Corporation directly at 125 S. Franklin Street, Suite 1200; Chicago, IL 60606.

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