AlphaSense
AI search and research platform for investors and corporate strategy teams
- Asset managers
- Family offices
Data & research2 integrations
AI tools
AI meeting notetakers, assistants and agents, research and document analysis, and prospecting tools for advisors.
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Showing 28 of 28Most complete profiles first, then A to Z
Canoe IntelligenceIn the news
Alternative investment document collection and data extraction software
- Family offices
- RIAs
- Asset managers
Alternatives platforms5 integrationsCustom quote
Hadrius
AI compliance software for RIAs, broker-dealers and private funds
- RIAs
- Broker-dealers
Compliance & riskCustom quote
Intapp DealCloud
Deal, relationship and distribution CRM for private capital firms and family offices
- Family offices
- Asset managers
CRM2 integrationsCustom quote
Unblu
Secure messaging, video and co-browsing platform for banks and wealth managers
- Banks and trust companies
- RIAs
Client experience6 integrationsCustom quote
ZeplynIn the news
AI meeting notes and agent workflows for wealth management firms
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
AI tools1 integrationCustom quote
ZocksIn the news
AI meeting assistant and notetaker for financial advisors
- RIAs
- Broker-dealers
AI tools10 integrationsPer seat
Arta Finance
AI platform and wealth infrastructure for private banks and wealth managers
- Banks and trust companies
Bridgewise
Embedded AI investment analysis and chat for brokerages and advisory firms
- Broker-dealers
- Banks and trust companies
AI tools4 integrationsCustom quote
Canopy
Wealth data aggregation and reporting for family offices and private banks
- Family offices
- Banks and trust companies
Conquest
Financial planning engine with AI strategy ranking for wealth firms
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planning1 integrationCustom quote
Eton Solutions
Family office ERP software with accounting, reporting and AI tools
- Family offices
- RIAs
Family-office technology1 integrationCustom quote
InvestorFlow
Salesforce-based CRM for private markets fundraising and advisor-channel distribution
- Asset managers
CRM6 integrations
JumpIn the news
AI meeting assistant and onboarding software for financial advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
AI tools16 integrationsPer seat
Luminary
AI estate planning software for wealth managers and advisors
- RIAs
- Family offices
- Banks and trust companies
Financial planning6 integrationsCustom quote
Moment
Investment management platform for portfolio construction, trading and compliance agents
- RIAs
- Broker-dealers
Panoramix
Billing and performance reporting software for RIAs
- RIAs
Portfolio management25 integrationsTiered
Saifr
AI marketing review, communications surveillance and adverse media screening for financial firms
- RIAs
- Broker-dealers
- Asset managers
- Banks and trust companies
Compliance & risk4 integrations
Salesforce Financial Services CloudIn the news
Enterprise CRM and AI agents for wealth management firms
- RIAs
- Broker-dealers
- Asset managers
CRM3 integrations
SaturnIn the news
AI meeting notes, paperwork and compliance checks for UK advice firms
- RIAs
AI toolsCustom quote
TradePMRIn the news
Custody and trading platform for independent RIAs
- RIAs
Custody & clearing17 integrationsCustom quote
WealthboxIn the news
CRM for financial advisors, RIAs and broker-dealers
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
CRM17 integrationsPer seat
AI tools: questions to ask before you buy
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AI tools in the news
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