
Options, Simplified for Advisors
Jade helps wealth advisors manage options strategies at scale — with intelligent opportunity scanning, client reporting, and compliance oversight.

Revolutionizing Wealth Management
Jade is revolutionizing wealth management by bridging the critical gap between growing client demand for sophisticated income strategies and the tools available to independent Registered Investment Advisors (RIAs).
With over $100 billion in global assets under management in covered call strategies and 97% year-over-year growth in options usage, the market is clearly demanding more than traditional 60/40 portfolios can deliver.
Jade's automation-supported options platform transforms the complex world of derivatives trading into an accessible, scalable solution that enables RIAs to unlock new value for their clients.
By removing the "complexity barrier" that has historically limited options adoption, Jade empowers advisors to confidently implement yield-generating strategies, manage concentrated stock positions, and create customized income solutions—all while maintaining full compliance and oversight.
Integrated Options Platform
Founded by experienced financial services executives Jared Lucas (CEO) and Steven Dorval (COO), Jade is an early-stage fintech startup building an integrated options platform for independent wealth advisors.
The company's platform simplifies options trading through automation, customizable strategies, and built-in compliance monitoring.
Unlike packaged ETF products, generic wealth tech platforms, or third-party overlay services, Jade combines scalability with advisor control, client-level customization with integrated compliance, and cost-effectiveness with specialized focus on options overlays.
The platform allows RIAs to create, monitor, and execute strategies even on unbillable concentrated positions —from covered calls to protective puts and collars—while providing real-time dashboards, automated risk management, and integration with major custodians like Schwab, Fidelity, and Pershing.
