Levitate
Client communication and relationship marketing software with managed content
- RIAs
Marketing & growthCustom quote
Alternatives to Indyfin
Indyfin runs a consumer-facing directory where investors search, compare and get matched with independent financial advisors, and sells profile and review tools to the advisors and firms listed there. Its paid plans are aimed at individual advisors, multi-advisor firms and larger enterprises. Read the Indyfin profile.
Wealthtender
Client review collection and advisor directory listings for financial advisors
- RIAs
Marketing & growthPer seat
Seismic
Sales enablement and compliant content platform with a financial services edition
- Banks and trust companies
- Asset managers
Marketing & growthCustom quote
BizEquity
Business valuation and owner planning software for financial advisors
- RIAs
- Broker-dealers
- Banks and trust companies
Financial planningCustom quote
Zoe FinancialIn the news
Sub-advisory TAMP and advisor-matching network for fee-only RIAs
- RIAs
TAMP & managed accountsCustom quote