Broker-Dealer Platforms

Advisor.com

Est. 1998·🇺🇸OmahaOmaha, United States

Orion is a wealthtech platform for financial advisors, integrating CRM, planning, portfolio accounting, trading, compliance, and AI into a unified ecosystem.

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.

Ameriprise Financial - PracticeTech

Est. 1894·🇺🇸MinneapolisMinneapolis, United States

Ameriprise Financial offers personal advice from dedicated advisors, comprehensive financial planning, and investment services. They have been recognized as a top leader in the investment industry, focusing on client confidence through personalized strategies.

AXA Advisors - Branchnet

Est. 1859·🇺🇸New YorkNew York, United States

Equitable is a financial services company with over 160 years of experience, dedicated to helping clients secure their financial well-being and pursue fulfilling lives.

Cambridge - Advisor Workstation

Est. 1981·🇺🇸FairfieldFairfield, United States·900

Headcount900

Cambridge Investment Research, Inc. is an internally controlled financial solutions firm that offers flexible solutions in advice, growth, technology, and independence for independent financial advisors and their clients.