Indyfin
Verified advisor profiles, client reviews and investor matching
- RIAs
Marketing & growthPer seat
Alternatives to Wealthtender
Wealthtender runs a consumer-facing directory of financial advisors and sells advisors and advisory firms paid profiles, client review collection and online visibility services. The company says the directory lists more than 1,000 advisors and firms and draws over 500,000 visitors a year. Read the Wealthtender profile.
Levitate
Client communication and relationship marketing software with managed content
- RIAs
Marketing & growthCustom quote
Seismic
Sales enablement and compliant content platform with a financial services edition
- Banks and trust companies
- Asset managers
Marketing & growthCustom quote
Hadrius
AI compliance software for RIAs, broker-dealers and private funds
- RIAs
- Broker-dealers
Compliance & riskCustom quote
Patrina
Records archiving, compliance suite and CRM for broker-dealers and RIAs
- Broker-dealers
- RIAs
Compliance & riskCustom quote
Behavox
Communication and trade surveillance, archiving and compliance controls software
- Banks and trust companies
- Asset managers
Compliance & riskCustom quote
SteelEye
Trade and communications surveillance and record-keeping software for financial firms
- Asset managers
- Banks and trust companies
- Broker-dealers
Compliance & riskCustom quote
Archive Intel
Communications archiving and supervision for SEC and FINRA regulated firms
- RIAs
- Broker-dealers
Compliance & riskPer seat
Saifr
AI marketing review, communications surveillance and adverse media screening for financial firms
- RIAs
- Broker-dealers
- Asset managers
- Banks and trust companies