PWD Tech Directory

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.

Browse by category

Custody & clearingCustodians, clearing firms and brokerage infrastructure that hold client assets and settle trades.Anchorage Digital · Fidelity Digital Assets · Interactive Brokers28 vendors CRMClient relationship management systems built for advisors and wealth firms.Advisors Assistant · Altitude CRM · Intapp DealCloud25 vendors Portfolio managementPortfolio accounting, performance reporting, rebalancing and trading, direct indexing and billing.Nest Wealth Plus · 55ip · AdvisorBOB50 vendors Financial planningFinancial-planning software: comprehensive and goals-based planning, tax, estate and retirement income.EstateView · Asset-Map · Envestnet MoneyGuide48 vendors TAMP & managed accountsTurnkey asset management platforms, model marketplaces, UMA and SMA platforms, and outsourced CIO services for advisors.Nest Wealth Plus · 55ip · AllocateRite21 vendors Alternatives platformsPlatforms that give advisors access to alternative investments and run their subscriptions and operations.Arch · PitchBook · Alkymi33 vendors Family-office technologyConsolidated reporting, accounting, bill pay, document and entity management for family offices.Arch · Carefull · Allocate31 vendors AI toolsAI meeting notetakers, assistants and agents, research and document analysis, and prospecting tools for advisors.Boosted.ai · Caddi · Contio59 vendors Compliance & riskRIA compliance platforms, archiving and surveillance, marketing review, trade monitoring and cybersecurity.Carefull · Greenboard · Advisor Armor35 vendors Client experienceClient portals, onboarding and account opening, e-signature and document vaults, and client communications.Carefull · Nest Wealth Plus · Nevis73 vendors Marketing & growthAdvisor websites and content, lead generation and matching, social media, events and webinars.Maus · Indyfin · Levitate25 vendors Data & researchInvestment research and analytics, risk profiling, market data and proposal generation.Boosted.ai · Ethos · PitchBook60 vendors Integrations & operationsData aggregation, integration hubs and middleware, workflow automation and outsourced back office.Arch · Caddi · Nevis41 vendors Insurance & annuity techAnnuity platforms built for fee-based advisors and insurance marketplaces.iPipeline · Annuity Rate Watch · Beacon Annuity Solutions9 vendors Lending & bankingSecurities-based lending, cash management and mortgage platforms for advisors' clients.TriState Capital Bank · Axos Advisor Services · Ohpen6 vendors Practice management & M&AValuation and succession tools, recruiting and transition platforms, compensation and benchmarking.Maus · FastTrackr AI · FINTRX9 vendors

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

Stories that name a listed vendor appear here.

Our reporting on custodians, platforms and software firms links to their profiles as they are added.

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.

Your firm & industry

Investments

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Data & tools

Alternatives by asset class