Live Oak Bank
Acquisition, succession and transition loans for investment advisory firms
- RIAs
- Broker-dealers
- Asset managers
Practice management & M&ACustom quote
Alternatives to FastTrackr AI
FastTrackr AI sells software that runs advisor transitions, the process of moving a book of client accounts from one broker-dealer, RIA or custodian to another. Buyers include breakaway advisors, acquisitive RIAs, independent broker-dealers, transition consultants and custodians. Read the FastTrackr AI profile.
Maus
Exit-planning software with business valuations and owner engagement tools for advisors
- Broker-dealers
AdvisorEconomics
KPI dashboard that benchmarks an advisory firm's accounting data against peer firms
- RIAs
- Broker-dealers
Practice management & M&ASubscription
Advisor Legacy
Practice valuation, succession, continuity and coaching for financial advisors
- RIAs
- Broker-dealers
Practice management & M&APer transaction
ZeplynIn the news
AI meeting notes and agent workflows for wealth management firms
- RIAs
- Broker-dealers
- Banks and trust companies
- Family offices
AI toolsCustom quote
ZocksIn the news
AI meeting assistant and notetaker for financial advisors
- RIAs
- Broker-dealers
AI toolsPer seat
Arta Finance
AI platform and wealth infrastructure for private banks and wealth managers
- Banks and trust companies
JumpIn the news
AI meeting assistant and onboarding software for financial advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
AI toolsPer seat