The wealth-tech map, kept current
Custodians, CRMs, portfolio and planning software, TAMPs, alternatives platforms and the tools around them, each reviewed by our desk and tied to our reporting.
PopularClient experiencePortfolio managementAlternatives platformsAI toolsCustody & clearing
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Seccl
Embedded investment platform and custody for UK advice firms and fintechs
- RIAs
Custody & clearing7 integrations
Family Law Software
Divorce financial analysis and support calculation software
- RIAs
Financial planningPer seat
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Orion
Portfolio accounting, CRM, trading and TAMP platform for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
Portfolio management2 integrationsCustom quote
Where to start
Breaking away? Start here
The five decisions every breakaway team makes in its first ninety days.
Family office stack
Reporting, accounting, bill pay and the documents behind a family's wealth.
Scaling an RIA
What firms add between $1B and $10B: operations, onboarding, data and AI.
In the news
- Sowell Management
Sowell Management promotes Scott Dooley to CIO
The $6.8 billion Arkansas RIA's new Office of the CIO will add research, portfolio construction and consulting for advisors.
- F2 Strategy
Only 17% of firms make the referral ask a defined step
F2 Strategy's August survey of 30 firms found new clients drove 63% of organic growth, with referrals as the top tactic.
- Saturn
Inspired Capital closes $450M fourth fund, lifting AUM near $1.4B
The New York early-stage firm reaches nearly $1.4B in assets and plans roughly 10 investments a year.
- Saturn
Inspired Capital closes fourth fund at $450 million
Alexa von Tobel told TechCrunch the New York firm now manages $1.4 billion and has more than 10 exits.
- Orion
Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share
Visionary Square pays the fee for 250-plus advisors; FINNY takes a share of assets won at an unstated rate.
- Orion
Fidelity's $100 million floor meets Anthropic's $4,800 minimum
Custody is priced on assets; the software layer above it is now priced on seats, calls and commitments.
Guides from the desk
Buyer’s guides are in the works.
How RIAs choose a custodian, what changes in portfolio accounting past $1B, and more. Follow a category to get them first.
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