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Cybersecurity · Canada

1Password provides a password manager that secures company and employee data with advanced access controls, reporting, and automated provisioning. It also offers a SaaS manager for visibility and governance across SaaS applications.

Password Management · Canada

1Password provides a password manager that secures company and employee data with advanced access controls, reporting, and automated provisioning. It also offers a SaaS manager for visibility and governance across SaaS applications.

Data Warehouse Services · United States

3xEquity helps financial advisors secure multiple offers from top broker-dealers for a smooth transition to a new firm.

Proposal Generation

Analysis of the best 401(k) Proposal Software for Financial Advisors.

401k Specialist · United States

401GO offers fast and affordable 401(k) plans designed for businesses of all sizes, utilizing innovative technology to simplify retirement plan management.

Trading / Rebalancing · United States

55ip provides automated, tax-smart investing solutions to help clients achieve better financial outcomes and advisors to scale their services.

Portfolio Management · United States

55ip provides automated, tax-smart investing solutions to help clients achieve better financial outcomes and advisors to scale their services.

Medicare & Health Care

65 Incorporated provides unbiased, individualized Medicare enrollment guidance through fee-for-service, one-on-one consultations led by Medicare experts Diane J. Omdahl and Melinda A. Caughill.

Investment Data Analytics · Germany

7orca offers tailored solutions for institutional investors to manage currency risks comprehensively and cost-effectively, focusing on providing professional access to currency market opportunities through overlay strategies since its founding.

Client Portal · United States

8FIGURES is an AI-driven investment advisor for private investors, offering personalized financial insights while ensuring users maintain control over their financial data and accounts.

Held-Away Assets & Aggregation · France

Absolute Capital is an advisory partner that helps advisors manage workplace retirement accounts like 401(k), 403(b), and 457 plans, providing a complete end-to-end solution.

Workflow Management · Canada

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.

Client Feedback · Canada

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.

Unsorted · Canada

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.

Lead Gen & Referral Networks · France

ACP is a financial services group headquartered in Miami, specializing in Private Banking, Wealth Management, Investment Banking, and Alternative Investments. It primarily serves Latin American family offices and institutional investors.

Digital Marketing Content · United States

AcquireUp is a seminar marketing platform that connects financial professionals with qualified prospects through technology-driven services. It optimizes seminar marketing to enhance engagement and conversions.

Scheduling Apps · Cayman Islands

Acuity Wealth Management offers comprehensive financial planning and investment management services tailored for individual needs.

AI Assistant

Cerulli Associates provides financial services firms with in-depth analysis and strategic recommendations, having been at the forefront of the financial services industry for over 30 years.

Investment Data Analytics · Denmark

Adaptive Wealth Solutions offers smarter income generation and sophisticated risk management techniques for wealth management. They provide objective financial advice and comprehensive financial planning.

Performance Reporting · Bahamas

Addepar provides a sophisticated data management platform that unifies and activates portfolio data across firms, enhancing analytics and operational efficiency.

Portfolio Management · Bahamas

Addepar provides a sophisticated data management platform that unifies and activates portfolio data across firms, enhancing analytics and operational efficiency.

Client Portal · Bahamas

Addepar provides a sophisticated data management platform that unifies and activates portfolio data across firms, enhancing analytics and operational efficiency.

Advisory Fee Billing · Bahamas

Addepar provides a sophisticated data management platform that unifies and activates portfolio data across firms, enhancing analytics and operational efficiency.

Crypto Trading / Tracking · Bahamas

Addepar provides a sophisticated data management platform that unifies and activates portfolio data across firms, enhancing analytics and operational efficiency.

Alternatives Platforms & Trading · Bahamas

Addepar provides a sophisticated data management platform that unifies and activates portfolio data across firms, enhancing analytics and operational efficiency.

Trading / Rebalancing · Bahamas

Addepar provides a sophisticated data management platform that unifies and activates portfolio data across firms, enhancing analytics and operational efficiency.

e-Signature

Adobe Acrobat Sign is a cloud-based e-signature service that allows the user to send, sign, track, and manage signature processes using a browser or mobile device. It is a part of the Adobe Document Cloud.

AI Graphics

Adobe Firefly is a web app and family of generative artificial intelligence models for creative production, offering new agentic capabilities and an upgraded AI studio.

e-Signature · United States

Adobe provides a suite of creative tools including Photoshop, Illustrator, and Premiere that help users create stunning content across various mediums.

Portfolio Management · United States

Merrill, a Bank of America company, offers personalized wealth management and financial services with a wide range of investment solutions. Their experienced advisors assist clients in managing finances effectively.

CRM

Portfolio Management · United States

Advent provides technology and service solutions to transform investment processes and maximize operational efficiency for global investment managers. They cater to various investment challenges and sizes.

Advisory Fee Billing · United States

AdvicePay is a platform for managing billing, payments, and compliance in fee-for-service financial planning. It helps make financial planning profitable.

Cybersecurity · United States

Advisor Armor provides cybersecurity program management and compliance solutions that help financial firms meet regulatory demands and safeguard sensitive data.

Digital Marketing Content · United States

Advisor I/O is a content marketing platform for financial advisors. It offers customized content planning, lead-generation assets, and coaching.

Lead Gen & Referral Networks · United States

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

Broker-Dealer Platforms · United States

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

Performance Reporting · United States

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.

CRM · United States

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.

Digital Onboarding · United States

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.

Data Warehouse Services · United States

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.

e-Signature · United States

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.

Broker-Dealer Platforms · United States

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.

All-In-One Software · United States

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.

Portfolio Management · United States

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.

Advisory Fee Billing

AdvisorBOB is a financial advisor compensation software that simplifies compensation management for Registered Investment Advisors (RIAs) with complex payout structures.

CRM · United States

AdvisorCRM is an AI-powered client engagement solution that unifies onboarding, communication, and other processes for financial advisors.

Lead Gen & Referral Networks · United States

AdvisorCRM is an AI-powered client engagement solution that unifies onboarding, communication, and other processes for financial advisors.

CRM · United States

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

Portfolio Management · United States

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

Client Portal · United States

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

Workflow Management · United States

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

Online PMs / Robo Platforms · United States

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

All-In-One Software · United States

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

Lead Gen & Referral Networks

AdvisorFinder is a platform that connects individuals and families with financial advisors, making the process of finding financial guidance more accessible and transparent.

Portfolio Management · United States

Addepar Data Exchange (ADX) transforms disconnected data into a managed data environment, enabling advanced analytics, AI workflows, and unified portfolio insights across firms.

CRM · United States

Advisors Assistant provides software solutions for the financial services industry, focusing on contact management, CRM, portfolio management, and insurance tracking. It is designed for registered representatives, insurance agents, and financial planners.

Digital Marketing Content · Canada

AdvisorStream offers a marketing platform for financial advisors with content, automation, and AI-driven insights to engage clients.

Investment Data Analytics · United States

Alden Investment Group is a boutique investment firm dedicated to delivering exceptional outcomes for clients, advisors, and institutions through innovative technology and tailored service.

Digital Marketing Content · United States

TIFIN builds fintech platforms that enhance wealth management, asset management, and insurance through AI-driven solutions to achieve better wealth outcomes for a larger audience.

Lead Gen & Referral Networks · United States

AdvisoryHQ is a private independent organization that publishes rankings, reviews, and research for the financial advisory, wealth management, and banking industries.

Proposal Generation · United States

LPL Financial offers personalized financial services and support to help clients achieve their goals with full ownership and greater flexibility.

Account Aggregation · United States

LPL Financial offers personalized financial services and support to help clients achieve their goals with full ownership and greater flexibility.

Investment Data Analytics · United States

LPL Financial offers personalized financial services and support to help clients achieve their goals with full ownership and greater flexibility.

Comprehensive Planning · United States

This firm provides strategic planning, stewardship, and investment solutions tailored for individuals and families, focusing on personalized wealth management and preserving legacies.

CRM

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.

Portfolio Management

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.

Advisory Fee Billing

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.

Proposal Generation

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.

Workflow Management

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.

Document Management

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.

Account Aggregation

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.

Trading / Rebalancing

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.

All-In-One Software

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.

TAMP Service Providers · United States

Advyzon Investment Management delivers a comprehensive investment suite integrated within a single ecosystem.

Portfolio Design Solutions · United States

Advyzon Investment Management delivers a comprehensive investment suite integrated within a single ecosystem.

Digital Onboarding

ScanX provides instant access to robust risk assessment data to help make informed decisions about merchants before and after they are added to your portfolio.

Communication Archiving/ Monitoring · United States

Archive Intel provides a compliance solution for SEC and FINRA regulated firms, archiving communications across various platforms and ensuring compliance with regulatory standards.

Investment Data Analytics · United States

CFA Institute is a global not-for-profit organization dedicated to finance education for investment professionals, aiming to promote the highest standards of ethics, education, and excellence in the investment industry.

Lead Gen & Referral Networks

Aidentified is a platform that provides comprehensive insights into business relationships, leveraging data to enhance sales and marketing strategies.

Account Aggregation · Luxembourg

Akoya is an API-based network for secure data sharing and access, empowering consumers and financial institutions in the open finance ecosystem.

Held-Away Assets & Aggregation · Luxembourg

Akoya is an API-based network for secure data sharing and access, empowering consumers and financial institutions in the open finance ecosystem.

Performance Reporting

Stonebridge Wealth Management specializes in comprehensive retirement income planning, offering personalized strategies to help clients retire comfortably and manage their wealth effectively.

Portfolio Management

Stonebridge Wealth Management specializes in comprehensive retirement income planning, offering personalized strategies to help clients retire comfortably and manage their wealth effectively.

Account Aggregation

Stonebridge Wealth Management specializes in comprehensive retirement income planning, offering personalized strategies to help clients retire comfortably and manage their wealth effectively.

Investment Data Analytics · United States

Alkymi offers an AI-powered platform that transforms unstructured investment data from documents into standardized datasets for asset allocators, improving operational efficiency and enabling faster responses to market changes.

Cybersecurity

Alles Technology is a managed service partner that offers enterprise-level technology solutions, cybersecurity, and IT management specifically for wealth management firms.

Portfolio Management · United Kingdom

This platform helps wealth advisors manage private market programs by curating vetted opportunities and providing tools for unified portfolio tracking.

Investment Data Analytics · Guernsey

TIFIN builds fintech platforms that advance wealth management, asset management, and insurance, focusing on better wealth outcomes for more people.

Trading / Rebalancing

Alphathena provides a platform for advisors to create, manage, and optimize direct index portfolios at scale, allowing for personalized investments while maintaining control.

Portfolio Design Solutions

Alphathena provides a platform for advisors to create, manage, and optimize direct index portfolios at scale, allowing for personalized investments while maintaining control.

Portfolio Management

AltExchange uses AI-driven technology to automate managing alternative investments, simplifying complex manual processes. It revolutionizes alternative investment management with integrated technology platforms and advanced reporting.

Alternatives Platforms & Trading

AltExchange uses AI-driven technology to automate managing alternative investments, simplifying complex manual processes. It revolutionizes alternative investment management with integrated technology platforms and advanced reporting.

Investment Data Analytics · United States

Altidar provides data, independent research, and analysis on over 100 semi-liquid alternative investment products for advisors.

CRM · France

Altitude Financial Management guides individuals through financial planning across various life stages, focusing on aligning current finances with future goals.

Custodial Platforms · United States

Altruist is a wealth platform designed for independent advisors, integrating account opening, trading, portfolio management, billing, and reporting into a single solution.

Portfolio Management · United States

Altruist is a wealth platform designed for independent advisors, integrating account opening, trading, portfolio management, billing, and reporting into a single solution.

Account Aggregation · United States

Altruist is a wealth platform designed for independent advisors, integrating account opening, trading, portfolio management, billing, and reporting into a single solution.

Trading / Rebalancing · United States

Altruist is a wealth platform designed for independent advisors, integrating account opening, trading, portfolio management, billing, and reporting into a single solution.

Cash Management · United States

Altruist is a wealth platform designed for independent advisors, merging account opening, trading, portfolio management, billing, and reporting into one cohesive solution with an AI-forward approach.

Advisory Fee Billing · United States

Altruist is a wealth platform designed for independent advisors, offering an AI-forward custodian that integrates account opening, trading, portfolio management, billing, and reporting services.

Online PMs / Robo Platforms

Altruist is a wealth platform designed for independent advisors, integrating services such as account opening, trading, and portfolio management into one AI-forward custodian.

Broker-Dealer Platforms · 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.

Lead Gen & Referral Networks · France

AMP Limited provides banking, super, and retirement solutions in Australia and New Zealand, supporting over one million customers and employing over 2,300 people.

Portfolio Management · Belgium

Amplify Credit Union is an Austin-based financial institution offering fee-free banking services, personalized assistance, and a commitment to customer service for its members.

TAMP Service Providers · Belgium

Amplify Credit Union is an Austin-based financial institution offering fee-free banking services, personalized assistance, and a commitment to customer service for its members.

Portfolio Design Solutions · Belgium

Amplify Credit Union is an Austin-based financial institution offering fee-free banking services, personalized assistance, and a commitment to customer service for its members.

All-In-One Software · Belgium

Amplify Credit Union is an Austin-based financial institution offering fee-free banking services, personalized assistance, and a commitment to customer service for its members.

Digital Marketing Content

Amplify Reviews is a compliance-first solution that allows financial advisors to harness the power of online reviews, providing a low-risk way to embrace client testimonials and capitalize on marketing opportunities.

Risk Tolerance

Andes Risk offers an award-winning Risk and Behavioral Finance Solution designed specifically for financial advisors to enhance client engagement and decision-making.

Behavioral Assessment

Andes Risk offers an award-winning Risk and Behavioral Finance Solution designed for financial advisors, helping them stand out, convert prospects, and support client growth.

Generative AI & Search · United States

Anthropic is a public benefit corporation dedicated to securing the benefits of AI while mitigating its risks. The company builds AI systems that enhance humanity's long-term well-being, focusing on safety and responsible development.

Custodial Platforms · United States

Apex Fintech Solutions provides modern technology solutions to build, launch, and scale digital investing experiences, with a cloud-native platform called AscendOS™ for real-time financial operations.

Custodial Platforms · United States

Apex Fintech Solutions is a cloud-native investment platform that offers technology solutions for modernizing financial operations and creating integrated digital investing experiences.

Data Warehouse Services · France

Apollo is a global alternative investment manager providing capital solutions to companies and offering investment strategies across credit, private equity, and real estate for institutions and individuals.

Data Warehouse Services · United States

AppCrown AdvisorForce solves fragmented data issues and delivers business intelligence for independent RIAs and IBDs, empowering critical business and client decisions.

Generative AI & Search

Apple Intelligence is a generative artificial intelligence system developed by Apple Inc.

Digital Onboarding · Switzerland

FNZ’s platform enhances investor onboarding by combining digital and physical interactions, enabling users to open accounts quickly and efficiently. It supports both simple and complex onboarding scenarios, such as for trusts and financial institutions.

Tax Planning · France

April is a mobile-first tax technology platform designed to integrate tax preparation and filing services into financial planning, making the process seamless and accessible.

Investment Data Analytics · Canada

ARQA is an AI-native wealth management platform that integrates all aspects of wealth management to enhance operational efficiency, reduce manual tasks, and provide faster client service.