F2 StrategyIn the news
Technology consulting, outsourced CTO and operations services for wealth firms
- RIAs
- Banks and trust companies
- Family offices
- Broker-dealers
Integrations & operationsCustom quote
Alternatives to Milemarker
Milemarker makes a data platform for wealth management firms. Its site lists RIAs, broker-dealers, TAMPs, insurance firms and aggregators as customers, and the company says it serves more than 1,200 offices. Read the Milemarker profile.
PCR Insights
Custodial and alternative investment data aggregation for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Broker-dealers
SEIIn the news
Wealth technology, outsourced operations, custody and investment programs
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Integrations & operationsCustom quote
Ohpen
Cloud core banking and investment administration platform for European institutions
- Banks and trust companies
Wealth Access
Data unification and client portal platform for bank wealth units
- Banks and trust companies
Integrations & operationsCustom quote
Wealthica
Investment account aggregation dashboard and data API, focused on Canada
- Family offices
- RIAs
Integrations & operationsCustom quote
Yodlee
Financial account aggregation and data APIs for banks and wealth firms
Integrations & operationsCustom quote
KoyfinIn the news
Market data, portfolio analytics and client reporting for advisors
- RIAs
Data & researchFree tier, paid plans