Live Oak Bank
Acquisition, succession and transition loans for investment advisory firms
- RIAs
- Broker-dealers
- Asset managers
Practice management & M&ACustom quote
Alternatives to AdvisorEconomics
AdvisorEconomics is a business-intelligence tool for U.S. advisory firm owners, including independent RIAs, independent broker-dealer practices and corporate RIAs, from solo shops to larger teams. Read the AdvisorEconomics profile.
Maus
Exit-planning software with business valuations and owner engagement tools for advisors
- Broker-dealers
FastTrackr AI
AI platform that automates repapering and account transfers when advisors move books between firms
- RIAs
- Broker-dealers
Practice management & M&ACustom quote
Advisor Legacy
Practice valuation, succession, continuity and coaching for financial advisors
- RIAs
- Broker-dealers
Practice management & M&APer transaction
FINTRXIn the news
Data and research platform on RIAs, broker-dealers, family offices and their decision-makers
- Asset managers
- RIAs
Data & researchCustom quote
Forms Logic
Forms, account-opening and advisor-transition workflow platform for broker-dealers, RIAs and wealth firms
- Broker-dealers
- RIAs
Client experienceCustom quote
Sowell ManagementIn the news
TAMP and RIA platform for independent financial advisors
- RIAs
TAMP & managed accountsCustom quote