Workflow Management

CogniCor

Est. 2016·🇺🇸Mountain ViewMountain View, United States·~60

$12M Raised

CogniCor offers an enterprise AI platform that automates meeting preparation, note-taking, and back-office tasks, allowing advisors to focus on impactful insights.

Forms Logic

Est. 2015·Seed·~9

$2.1M Seed

Forms Logic™ transforms data, documentation, and compliance management for financial services by streamlining operations from account opening to back-office management, allowing firms to focus on their clients.

AdvisorEngine

Est. 2017·🇺🇸New YorkNew York, United States·Acquired·~100·Billions AUM

Acquired (FT)

AdvisorEngine provides a wealth management platform that includes CRM, digital onboarding, portfolio management tools, and client portals.

Advyzon

Est. 2015·~200·Billions AUM

Bootstrapped

Advyzon offers a cloud-based platform for investment advisors that integrates portfolio management, performance reporting, client relationship management, and billing, helping to simplify and scale investment firm operations.

Benjamin

Est. 2008·🇫🇷PARISPARIS, France·Private·~25

Private

Benjamin F. Edwards is a full-service wealth management firm and Registered Investment Adviser dedicated to helping individuals and families build a secure financial future.

Copytalk

Est. 2005·🇺🇸Newport BeachNewport Beach, United States·Private·~100

Private

Copytalk is a premier transcription service that provides accurate, secure, and private verbatim documentation for financial advisors and executives.

Docupace

Est. 2002·PE-Backed·180

PE Backed (FTV)

The Docupace platform transforms how financial professionals manage accounts, contacts, reporting, and integrations.

Ebix

Est. 1976·🇺🇸Sugar LandSugar Land, United States·Public (EBIX)·6K+

Public (EBIX)

Ebix powers B2B digital ecosystems across Insurance, Finance, Travel, and Healthcare, connecting over 40 countries with AI-driven technology.

Finpace

Est. 2023·🇺🇸New YorkNew York, United States·Private·~26

Private

Emma is an AI-powered assistant that reads documents, fills forms, and syncs CRMs to eliminate repetitive data entry tasks for financial professionals.

fpPathfinder

Est. 2018·🇺🇸PortlandPortland, United States·~20

Bootstrapped

fpPathfinder provides financial planning tools that include interactive checklists, flowcharts, and educational guides designed to enhance advisor-client conversations.

Hubly

Est. 2019·🇨🇦VancouverVancouver, Canada·Acquired·~15

Acquired

Hubly is a financial advisory operating system designed to enhance client experience, streamline processes, and boost efficiency for financial firms. It provides features like client onboarding, money movement, and team accountability through over 100 workflow templates.

Absolute Engagement

Est. 2016·🇨🇦TorontoToronto, Canada·Private·11-50

Private

The Absolute Engagement Engine uncovers and captures the sentiments of clients and prospects throughout their journey, enabling businesses to identify engagement and growth opportunities in real time.

FinDash

Est. 2019·Private·~10

Private (SAM)

FinDash is a comprehensive financial workspace that helps individuals organize and optimize their finances, including net worth, cash flow, investments, and estate planning, through a collaborative platform.

CloudQX

Est. 2011·🇺🇸NashvilleNashville, United States

Wealth Access is a Connected Intelligence Platform that unifies fragmented data from banking, trust, brokerage, and retirement systems into a single source of truth.

Comaa

Est. 1914·🇺🇸CharlotteCharlotte, United States

Merrill, a Bank of America company, offers wealth management and financial services with personalized advice and a wide range of investment solutions.

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