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 experienceData & researchAI toolsPortfolio managementFinancial planning
Browse by category
Recently added
Knudge
Client action-item tracking and automated reminders for financial advisors
- RIAs
- Broker-dealers
Client experience1 integrationFree tier, paid plans
Overvue
Mobile client intake for advisors: data gathering, account aggregation, ID verification and file sharing
- RIAs
Client experience1 integrationTiered
Vega Minds
AI associate for advisors: email drafts, meeting notes and prep, CRM sync and client deliverables
- RIAs
AI tools20 integrationsSubscription
FiduciaryRx
Plan-sponsor deliverable and fiduciary scoring software for 401(k) and 403(b) advisors, from FiduciaryWorks
- RIAs
- Broker-dealers
- Retirement plans
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
- Nevis
Nevis raises $70M Series B with Schwab and EQT backing
Schwab Advisor Services head Jon Beatty says the investment and partnership expand the AI vendor's ecosystem; total funding reaches $110 million.
- 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.
- 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.
- 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.
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.
Listings are editorial and free. Order is never for sale: the most complete profiles first, then A to Z. Is your company missing? Write to editor@privatewealthdaily.com.