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 Yodlee
Yodlee runs a financial data aggregation platform that banks, wealth management firms, lenders, payment companies and fintech developers use to connect to consumers' outside accounts. The company says its network covers more than 601 million connected consumer accounts and more than 19,000 data sources. Read the Yodlee profile.
Milemarker
Data integration and analytics platform for wealth management firms
- RIAs
- Broker-dealers
- TAMPs
Integrations & operationsCustom quote
PCR Insights
Custodial and alternative investment data aggregation for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Broker-dealers
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
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
Quik!
Forms automation software and APIs for wealth management firms
- RIAs
- Broker-dealers
Client experiencePer seat
Backbase
Digital banking and advisor workspace platform for banks and wealth managers
- Banks and trust companies
Client experienceCustom quote