The wealth-tech map, kept current

Long-running CRM with investment and insurance policy tracking for advisors, reps and insurance agents

• CRM add-ons and workflow
• Advisor CRM

Built for

Broker-dealers, Insurance

Pricing · Region

Per seat · US

Works with

MoneyGuide, AdvisorVault, CAM System, Copytalk +4 more

Private-investment document collection and data platform for wealth firms

• Alts operations and subscriptions
• Document and entity management
• Consolidated reporting

Built for

Family offices, RIAs, Banks and trust companies

Pricing · Region

Custom quote · US

Works with

Envestnet, Addepar, Black Diamond, Salesforce +11 more

Accounts payable and bill pay automation, with a program for family offices and wealth firms

• Bill pay and household operations

Built for

Family offices, RIAs

Pricing · Region

Per seat · US

Works with

Microsoft Dynamics, Oracle NetSuite, QuickBooks, Sage Intacct +1 more

Alfa, an AI research agent that monitors holdings and writes sourced briefs for RIAs, analysts and investment teams

• AI research and document analysis
• Investment research and analytics

Built for

RIAs, Asset managers

Pricing · Region

Free tier, paid plans · Other

Works with

None listed yet

AI agents that find and automate repetitive back-office work for RIAs and law firms

• AI assistants and agents
• Operations and workflow automation

Built for

RIAs

Pricing · Region

Tiered · US

Works with

Orion, Envestnet, Black Diamond, Salesforce +3 more

Elder-fraud and scam monitoring plus family caregiving tools that advisors offer to clients

• Client communications
• Cybersecurity
• Document and entity management

Built for

RIAs, Broker-dealers, Banks and trust companies

Pricing · Region

Custom quote · US

Works with

None listed yet

MeetingOS: AI meeting prep, live meeting insight and follow-up drafting, with an edition for financial advisors.

• AI assistants and agents
• Meeting notetakers

Built for

RIAs

Pricing · Region

Free tier, paid plans · US

Works with

Salesforce, Microsoft Teams, Zoom, Gmail +5 more

Estate planning strategy modeling with AI document review, for attorneys, CPAs and financial advisors

• Estate planning
• Tax planning

Built for

RIAs

Pricing · Region

Per seat · US

Works with

DecisionVault

Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group

• Investment research and analytics
• Risk profiling

Built for

RIAs, Asset managers

Pricing · Region

Custom quote · US

Works with

None listed yet

AI-based compliance platform for RIAs, broker-dealers and funds: archiving, marketing review, trade and staff compliance

• Archiving and surveillance
• Marketing review
• RIA compliance platforms

Built for

RIAs, Broker-dealers, Asset managers

Pricing · Region

Custom quote · US

Works with

Microsoft Teams, Slack

Nordic consolidated wealth reporting platform (J-Ray) for family offices, private banks and asset owners

• Proposal generation
• Consolidated reporting
• Performance reporting

Built for

Family offices, Banks and trust companies, Asset managers

Pricing · Region

Custom quote · Europe

Works with

Bloomberg, Morningstar, MSCI, Sustainalytics

Monaco-based portfolio management, CRM and compliance software (KeeSense) for wealth managers and family offices

• Advisor CRM
• Consolidated reporting
• Data aggregation

Built for

RIAs, Family offices, Banks and trust companies

Pricing · Region

Custom quote · Europe

Works with

None listed yet

Exit-planning software with business valuations and owner engagement tools for advisors

• Lead generation and matching
• Valuation and succession tools

Built for

Broker-dealers

Pricing · Region

Tiered · US

Works with

Business Valuation Resources (BVR) DealStats, QuickBooks

AI-driven data aggregation, reporting and analysis platform for family offices, advisors and banks

• Alts operations and subscriptions
• Consolidated reporting
• Data aggregation

Built for

Family offices, RIAs, Banks and trust companies

Pricing · Region

Subscription · Other

Works with

None listed yet

Canadian digital wealth platform giving advisors and insurance agents managed ETF portfolios, onboarding and rebalancing

• Onboarding and account opening
• Rebalancing and trading
• TAMPs

Built for

RIAs, Broker-dealers, Insurance

Pricing · Region

Subscription · Other

Works with

RazorPlan

AI operating platform for wealth firms: meeting prep, tasks, email and automated account-opening workflows.

• AI assistants and agents
• Onboarding and account opening
• Operations and workflow automation

Built for

RIAs

Pricing · Region

Custom quote · US

Works with

Schwab, Fidelity, Orion, Salesforce +12 more

Cloud wealth management operating system for European wealth managers, family offices and private banks

• AI assistants and agents
• Consolidated reporting
• Rebalancing and trading

Built for

Family offices, Asset managers, Banks and trust companies, RIAs

Pricing · Region

Custom quote · Europe

Works with

Interactive Brokers, ABN Amro, Avanza, Danske Bank +10 more

Private capital market data and research on companies, deals, investors, funds and limited partners

• Alts access and marketplaces
• Market data
• Investment research and analytics

Built for

Asset managers

Pricing · Region

Custom quote · US

Works with

Salesforce, Affinity, DealCloud, HubSpot +3 more

AI workspace that turns advisor meeting notes and files into branded client presentations and proposals

• AI assistants and agents
• Client communications
• Proposal generation

Built for

RIAs

Pricing · Region

Tiered · US

Works with

eMoney, MoneyGuide, RightCapital

Statement extraction, portfolio analytics and proposal workflow for independent advisors and enterprise wealth firms

• Proposal generation
• Investment research and analytics

Built for

RIAs

Pricing · Region

Custom quote · US

Works with

None listed yet

Web-based trust, company and entity administration and compliance platform for trust companies, family offices and private client firms

• Document and entity management
• Consolidated reporting

Built for

Family offices, Banks and trust companies

Pricing · Region

Custom quote · UK

Works with

None listed yet

Tax-managed portfolio implementation software for advisors and wealth firms

• Direct indexing and tax overlay
• Rebalancing and trading
• Model marketplaces

Built for

RIAs, Broker-dealers, Asset managers

Pricing · Region

Custom quote · US

Works with

Schwab, Fidelity, Pershing, Raymond James +2 more

Cybersecurity compliance platform for RIAs and wealth firms: risk assessments, endpoint monitoring, exam documentation.

• Cybersecurity
• RIA compliance platforms

Built for

RIAs, Broker-dealers

Pricing · Region

Custom quote · US

Works with

None listed yet

Advisor compensation software for RIAs: multi-custodian revenue rollups, splits and payouts

• Operations and workflow automation
• Billing

Built for

RIAs

Pricing · Region

Per seat · US

Works with

None listed yet

AI document processing that turns private markets and wealth documents into structured data

• AI research and document analysis
• Alts operations and subscriptions
• Operations and workflow automation

Built for

Asset managers

Pricing · Region

US

Works with

Salesforce, Google Workspace, Microsoft Power Automate, Outlook +3 more

Private markets fund, SPV and portfolio platform for wealth advisors

• Alts access and marketplaces
• Alts operations and subscriptions
• Consolidated reporting

Built for

RIAs, Asset managers

Pricing · Region

Custom quote · US

Works with

None listed yet

AI-driven portfolio management, direct indexing, trading and OCIO platform for RIAs, family offices and asset managers

• AI assistants and agents
• Direct indexing and tax overlay
• Rebalancing and trading

Built for

RIAs, Family offices, Banks and trust companies, Asset managers

Pricing · Region

Custom quote · US

Works with

Schwab, Salesforce, Wealthbox, Microsoft Teams +3 more

AI search and research platform for investors and corporate strategy teams

• AI research and document analysis
• Investment research and analytics

Built for

Asset managers, Family offices

Pricing · Region

US

Works with

Microsoft Excel, Microsoft PowerPoint

AI-native CRM for RIAs and wealth managers from the team behind Bill Good Marketing

• AI assistants and agents
• Meeting notetakers
• Advisor CRM

Built for

RIAs

Pricing · Region

Per seat · US

Works with

Microsoft Teams, Zoom, Google Workspace, Outlook

Qualified digital-asset custody and trading for wealth managers

• Tokenization and digital alts
• Custody and brokerage APIs
• Digital-asset custody

Built for

RIAs, Broker-dealers, Wirehouses, Family offices

Pricing · Region

Custom quote · US

Works with

TaxBit

Portfolio monitoring, performance reporting and fee billing software for advisors

• Client portals
• Billing
• Performance reporting

Built for

RIAs

Pricing · Region

Custom quote · US

Works with

ByAllAccounts

Visual household financial mapping software for advisors

• Client communications
• Client portals

Built for

RIAs, Broker-dealers

Pricing · Region

Per seat · US

Works with

Schwab, Orion, Addepar, Black Diamond +9 more

General ledger accounting and performance reporting for family offices

• Family-office accounting and GL
• Bill pay and household operations
• Consolidated reporting

Built for

Family offices, RIAs

Pricing · Region

Subscription · Other

Works with

BILL

Entity management software for family offices, funds and corporate legal teams

• Document and entity management

Built for

Family offices, Asset managers

Pricing · Region

Subscription · Other

Works with

DocuSign, Adobe Sign, Google Drive, iManage +1 more

Client payment and money-movement workflow automation for RIAs and family offices, using custodian APIs

• Bill pay and household operations
• Operations and workflow automation

Built for

RIAs, Family offices

Pricing · Region

Custom quote

Works with

Schwab, Addepar, Salesforce, Arch +1 more

Core banking and wealth management platform for private banks

• Outsourced back office
• Portfolio accounting
• Rebalancing and trading

Built for

Banks and trust companies, Asset managers

Pricing · Region

Custom quote · Europe

Works with

Aladdin Wealth (BlackRock), OpenWealth API standard

Communication and trade surveillance, archiving and compliance controls software

• Archiving and surveillance
• Trade and code-of-ethics monitoring

Built for

Banks and trust companies, Asset managers

Pricing · Region

Custom quote · UK

Works with

None listed yet

Research portal with performance data on non-traded REITs, BDCs, interval funds and DSTs for advisors

• Alts access and marketplaces
• Investment research and analytics

Built for

Broker-dealers, RIAs

Pricing · Region

Free · US

Works with

None listed yet

Alternative investment document collection and data extraction software

• AI research and document analysis
• Alts operations and subscriptions
• Document and entity management

Built for

Family offices, RIAs, Asset managers

Pricing · Region

Custom quote · US

Works with

Orion, Tamarac, Addepar, Black Diamond +1 more

Private and alternative investment tracking platform for family offices, investment groups and individual investors

• Alts operations and subscriptions
• Document and entity management
• Consolidated reporting

Built for

Family offices

Pricing · Region

Custom quote · US

Works with

Claude (Anthropic)