Hadrius
AI compliance software for RIAs, broker-dealers and private funds
- RIAs
- Broker-dealers
Compliance & riskCustom quote
AI assistants and agents
AI meeting notetakers, assistants and agents, research and document analysis, and prospecting tools for advisors.
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Showing 21 of 21Most complete profiles first, then A to Z
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
Conquest
Financial planning engine with AI strategy ranking for wealth firms
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planning1 integrationCustom quote
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
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 assistants and agents: questions to ask before you buy
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AI assistants and agents in the news
- Saturn
Inspired Capital closes $450M fourth fund, lifting AUM near $1.4B
- Saturn
Inspired Capital closes fourth fund at $450 million
- Salesforce Financial Services Cloud
Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share
- Salesforce Financial Services Cloud
Fidelity's $100 million floor meets Anthropic's $4,800 minimum
- Saturn
Inspired Capital closes $450 million fourth venture fund
- Salesforce Financial Services Cloud
Betterment survey: 75% of advised investors use AI