Maus
Exit-planning software with business valuations and owner engagement tools for advisors
- Broker-dealers
Alternatives to Live Oak Bank
Live Oak Bank is a branchless, FDIC-insured bank that lends to small businesses across more than 30 industries, and it runs a dedicated lending team for investment advisory firms. Its loan officers work with RIAs, broker-dealers, registered representatives and other wealth management businesses on financing for growth and ownership changes. Read the Live Oak Bank profile.
FastTrackr AI
AI platform that automates repapering and account transfers when advisors move books between firms
- RIAs
- Broker-dealers
Practice management & M&ACustom quote
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
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