13 companies in this category
Envestnet provides an intelligent wealth management platform for financial advisors and institutions, offering a wide range of solutions including portfolio management, financial planning, and data analytics.
Orion Advisor Solutions offers a comprehensive suite of wealthtech solutions for financial advisors, including portfolio management, trading, and client-facing technology.
Envestnet | Tamarac provides an integrated platform for independent RIAs, encompassing portfolio management, rebalancing, reporting, and client relationship management.
Addepar offers a wealth management platform for advisors and institutions to aggregate, analyze, and report on complex portfolios across many asset classes.
Black Diamond, now part of SS&C Advent, provides an award-winning platform for financial advisors, offering portfolio reporting, rebalancing, and client portal functionalities.
This platform provides Schwab's automated investing intelligence to independent advisors, allowing them to offer a digital experience with diversified portfolios to their clients.
Betterment for Advisors is a white-label digital wealth management platform that allows financial advisors to offer Betterment's technology and investment strategies to their clients.
Altruist is an all-in-one platform for financial advisors, offering digital onboarding, portfolio management, trading, and commission-free custody.
Vise is an AI-powered investment management platform built for financial advisors to help them create, manage, and optimize personalized portfolios for their clients.
Snappy Kraken offers marketing automation and ready-made content campaigns specifically for financial advisors, helping them attract and retain clients.
Vanguard Digital Advisor for Advisors offers an automated investment service that advisors can integrate into their offering to provide a low-cost, diversified portfolio solution to their clients.
Vestorly is a content curation and distribution platform for financial professionals, leveraging AI to personalize communication and engage clients.
Wealthfront for Advisors was an offering that allowed advisory firms to leverage Wealthfront's automated investing platform, though it has largely been de-emphasized or discontinued in favor of direct-to-consumer and corporate cash offerings.