Kwanti
Portfolio analytics, stress testing, risk profiling and branded proposals for financial advisors
- RIAs
- Broker-dealers
Data & researchPer seat
Alternatives to FINTRX
FINTRX is a data and research platform that profiles the private wealth market: registered investment advisers, broker-dealers and their reps, wealth teams inside wirehouses and aggregators, family offices, bank and trust departments, and endowments and foundations. Its buyers are mainly asset managers and ETF issuers placing products with advisors, alternative fund managers raising capital, recruiters and RIA aggregators, and wealth-tech and service firms looking for clients. Read the FINTRX profile.
Zephyr
Portfolio analytics, proposals, risk profiling and PSN SMA data for advisors, wealth managers and trust teams
- RIAs
- Banks and trust companies
- Asset managers
Data & researchCustom quote
Holistico
AI assistant and portfolio analysis platform for RIAs covering proposals, screening, rebalancing and compliance risk
- RIAs
Data & researchFree tier, paid plans
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans
YCharts
Investment research, portfolio analytics and proposal software for advisors
- RIAs
- Broker-dealers
- Banks and trust companies
- Asset managers
Data & researchPer seat
Ethos
Values-based and ESG impact ratings, portfolio analysis and client impact reports for advisors; owned by ACA Group
- RIAs
- Asset managers
Data & researchCustom quote
PitchBookIn the news
Private capital market data and research on companies, deals, investors, funds and limited partners
- Asset managers
Data & researchCustom quote
PREZENTD
AI workspace that turns advisor meeting notes and files into branded client presentations and proposals
- RIAs
Data & researchTiered
VRGL
Statement extraction, portfolio analytics and proposal workflow for independent advisors and enterprise wealth firms
- RIAs
Data & researchCustom quote