The wealth-management vendor atlas
A living vendor atlas of the categories, capabilities, vendors, and product-management artifacts that define how modern advisory firms run. Click any domain to go deeper.
Every vendor that ships product into a wealth-management firm — features catalogued, not press releases.
The job-to-be-done breakdown — each capability is a workflow a firm has to run.
The macro layers — advisor desktop, ops, data, distribution — every vendor maps under one.
Concrete vendor features — the unit a buyer actually evaluates and a PM ships.
Layer 1 · Macro Ecosystem
Tap a domain →Financial Planning
Comprehensive Planning, Tax Planning, Retirement Planning, Estate Planning, Social Security Analysis, Retirement Income / Distribution, AI / Advanced Planning, Legacy Tools, Equity Compensation, Medicare & Health Care, Planned Giving, Caregiving & Special Needs, Business Valuation.
Investment Management
Portfolio Management, Performance Reporting, Trading / Rebalancing, Custodial Platforms, Investment Data Analytics, TAMP Service Providers, Economic Analysis & Stress Testing, 401k Specialist, Risk Tolerance, Account Aggregation, Digital Onboarding, Held-Away Assets & Aggregation.
Client Engagement
Client Meeting Support, Client Portal, Client Data Gathering, Client Feedback, AI Assistant, Behavioral Assessment, Advice Engagement, Scheduling Apps.
Operations
CRM, Workflow Management, Advisory Fee Billing, Compliance, Rollover Compliance, Document Management, Data Warehouse Services, e-Signature, Client File Sharing, Communication Archiving/ Monitoring, Cybersecurity.
Business Development
Lead Gen & Referral Networks, Digital Marketing Content, Sales Enablement, Proposal Generation.
All-In-One Platforms
Integrated wealthtech suites that combine portfolio management, reporting, trading, CRM, planning, and billing into a single platform.
AI Tools
Generative AI, search assistants, and creative AI tooling used across the advisor stack.
Miscellaneous
Vendors awaiting categorization — big-tech generalists, crawler discoveries, and tools that don't yet have a clear home.