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Monday, October 26, 2026 · Today’s edition, 6:30 a.m. ETMon, Oct 26 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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.Profiles in reviewCRMClient relationship management systems built for advisors and wealth firms.Profiles in reviewPortfolio managementPortfolio accounting, performance reporting, rebalancing and trading, direct indexing and billing.Profiles in reviewFinancial planningFinancial-planning software: comprehensive and goals-based planning, tax, estate and retirement income.Profiles in reviewTAMP & managed accountsTurnkey asset management platforms, model marketplaces, UMA and SMA platforms, and outsourced CIO services for advisors.Profiles in reviewAlternatives platformsPlatforms that give advisors access to alternative investments and run their subscriptions and operations.Profiles in reviewFamily-office technologyConsolidated reporting, accounting, bill pay, document and entity management for family offices.Profiles in reviewAI toolsAI meeting notetakers, assistants and agents, research and document analysis, and prospecting tools for advisors.Profiles in reviewCompliance & riskRIA compliance platforms, archiving and surveillance, marketing review, trade monitoring and cybersecurity.Profiles in reviewClient experienceClient portals, onboarding and account opening, e-signature and document vaults, and client communications.Profiles in reviewMarketing & growthAdvisor websites and content, lead generation and matching, social media, events and webinars.Profiles in reviewData & researchInvestment research and analytics, risk profiling, market data and proposal generation.Profiles in reviewIntegrations & operationsData aggregation, integration hubs and middleware, workflow automation and outsourced back office.Profiles in reviewInsurance & annuity techAnnuity platforms built for fee-based advisors and insurance marketplaces.Profiles in reviewLending & bankingSecurities-based lending, cash management and mortgage platforms for advisors' clients.Profiles in reviewPractice management & M&AValuation and succession tools, recruiting and transition platforms, compensation and benchmarking.Profiles in review

Where to start

Breaking away? Start here

The five decisions every breakaway team makes in its first ninety days.

  1. 1RIA custodians
  2. 2CRM
  3. 3Financial planning
  4. 4RIA compliance platforms
  5. 5TAMP & managed accounts

Family office stack

Reporting, accounting, bill pay and the documents behind a family's wealth.

  1. 1Consolidated reporting
  2. 2Family-office accounting and GL
  3. 3Bill pay and household operations
  4. 4Alternatives platforms
  5. 5Cybersecurity

Scaling an RIA

What firms add between $1B and $10B: operations, onboarding, data and AI.

  1. 1Integration hubs and middleware
  2. 2Onboarding and account opening
  3. 3Rebalancing and trading
  4. 4AI tools
  5. 5Practice management & M&A

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.

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