All-In-One Software

Advisor360°

Est. 2018·🇺🇸WestboroughWestborough, United States·Private·~600·$1.1 Trillion AUM

Private

Advisor360° delivers modern advisory experiences and actionable intelligence so advisors can focus on what matters most: advising clients. The platform supports every advisor, regardless of firm size, structure, or tech maturity.

Envestnet · Tamarac

Est. 1999·🇺🇸ChicagoChicago, United States·Public (PE)·3,000+·$5T+ AUM

Public/PE Transition

Envestnet helps advisors deliver financial wellness to more people through innovative technology for wealth management.

AdvisorEngine

Est. 2015·Acquired·~100·Billions AUM

Acquired (FT)

AdvisorEngine offers a wealth management platform with CRM, portfolio management, trading, rebalancing, and client relationship tools.

Advyzon

Est. 2016·~200·Billions AUM

Bootstrapped

Advyzon offers a cloud-based platform for investment advisors that integrates portfolio management, performance reporting, client relationship management, and billing.

Amplify

Est. 1967·🇺🇸AustinAustin, United States

Amplify Credit Union combines digital-first financial services with the community focus of a neighborhood credit union. Founded in 1967, it serves more than 50,000 members in Central Texas.

Envestnet Wealth Mgt. Technology

Est. 1999

Envestnet helps advisors deliver financial wellness through innovative technology for the future of wealth management.