The Tech Desk
What advisory firms run on, from AI notetakers to custodians. 102 vendors, each checked against its own website. No company pays to appear or for where it appears.
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AssetMark
High-net-worth clients want more than portfolios, AssetMark study confirmsInvestmentNews, Nov 2
AssetMark
AssetMark Research Finds Gaps In Private Wealth ServicesWealth Solutions Report, Nov 2
AssetMark
AssetMark Launches Private Wealth Program for AdvisorsWealthManagement.com, Nov 2
Orion
Will Advisors End Up Paying The Cost Of Orion’s New Vendor-Level Integration Fees? (And More Of The Latest In Financial #AdvisorTech – November 2026)Kitces.com, Nov 2
Nevis
Schwab RIAs have until Monday to convert exclusively to 'Docusign,' ending paper era, as it deputizes Nevis to help RIAs conquer their onboarding quagmire – and prove AI can fix 'the most painful workflow at any RIA'RIABiz, Nov 2
Most connected
How many vendors in this directory name it on their own integration lists.
Every vendor
- 55ipJ.P. Morgan Asset Management's tax-smart investing and portfolio engine.
- ACA GroupCompliance consulting, managed services and software for investment firms.
- AddeparData and reporting platform for wealth managers, family offices and institutions.
- Adhesion WealthAssetMark-owned unified managed account platform with outsourced trading.
- AdvisorEngineWealth platform with CRM, onboarding, portfolio management and billing.
- AdvisorEngine CRMCRM from AdvisorEngine, formerly sold under the Junxure name.
- AdvisorStreamContent and email marketing platform for advisors, owned by Broadridge.
- AdvyzonAll-in-one adviser platform for reporting, billing, CRM and rebalancing.
- AllocatePlatform for advisory firms to run private markets programs and white-label funds.
- AltruistRIA custodian with built-in trading, billing and reporting software.
- Apex Fintech SolutionsClearing and custody platform used by wealth firms, brokerages and fintechs.
- Asset-MapVisual client discovery and financial mapping software for advisor meetings.
- AssetMarkTurnkey asset management and technology platform for independent advisers.
- AveniUK AI platform for advice meeting capture, suitability drafting and compliance review.
- Axos Advisor ServicesRIA custodian operated by Axos Clearing, the former E*TRADE Advisor Services.
- Black DiamondSS&C Advent's cloud platform for advisor reporting, billing and portfolio management.
- BNY PershingClearing, custody and wealth technology provider for advisers and broker-dealers.
- Boosted.aiAI investment research platform for monitoring portfolios and drafting memos.
- Broadridge Fi360Fiduciary due-diligence and investment-scoring tools, owned by Broadridge.
- CaddiAI platform that finds and automates back-office work at RIAs and law firms.
- CAISPlatform for advisors to access alternative investments and structured notes.
- Canoe IntelligenceSoftware that extracts and structures data from private-fund documents.
- CapitectPerformance reporting, billing and rebalancing platform for advisers.
- CarefullAccount monitoring and scam-alert service that advisors and banks offer to older clients.
- CatchlightAI lead-scoring and prospect-profile tool for wealth, banking and insurance firms.
- COMPLYCompliance software and services suite for RIAs, wealth managers and broker-dealers.
- Conquest PlanningCanadian-founded advice engine that ranks financial strategies for advisors and their clients.
- ContinuumAI client-servicing workspace for Canadian advisors, built on meetings and CRM data.
- ContioAI meeting platform that captures notes and drafts follow-ups without a bot.
- d1g1tToronto-based wealth platform with reporting, analytics, billing and rebalancing.
- Discovery DataMarket-intelligence data on advisors and distribution, now part of ISS Market Intelligence.
- DocupaceBack-office platform for account opening, document management and compensation at wealth firms.
- DocuSignElectronic signature and agreement platform used by many wealth firms.
- eMoney AdvisorFinancial planning platform with cash flow and goals-based tools, owned by Fidelity.
- EnvestnetWealth technology and managed-account platform, owned by a Bain Capital-led group.
- FactSetFinancial data, analytics and workflow software for investment professionals.
- FastTrackr AIAI platform for advisor transitions, onboarding and document intake.
- Fidelity InstitutionalCustody, clearing and investment products for advisers, broker-dealers and banks.
- Finmate AIAI notetaker and agent-development platform for financial advisors.
- FINNYAI prospecting and marketing platform for financial advisors.
- FINTRXDatabase of family offices, RIAs, broker-dealers and wealth teams.
- FlourishCash management service for advisors' clients, with FDIC-insured accounts, owned by MassMutual.
- FMGMarketing and website platform for financial advisors, with texting and testimonial tools.
- FocalAI meeting assistant for financial advisors, with a focus on Canadian firms.
- Focus Advisor SolutionsFocus Financial's service TAMP, formerly Buckingham Strategic Partners.
- FP AlphaAI planning tool that reads client tax returns, wills and trusts and flags planning issues.
- GeoWealthChicago TAMP and software provider with a model marketplace and private-markets models.
- GLASfundsAlternatives access and operations platform for financial advisors.
- Global RelayMessage archiving and surveillance service for regulated financial firms.
- GreenboardAI-based compliance platform for SEC- and FINRA-regulated financial firms.
- GRemindersMeeting scheduling and reminder platform with an AI notetaker for advisors.
- HadriusAI-based compliance platform for SEC- and FINRA-regulated firms.
- HazelAI platform from Altruist for advisor meeting capture, planning and follow-up.
- HolistiplanTax planning software that reads client tax returns and models tax scenarios.
- iCapitalTechnology platform for advisors to research, buy and administer alternative investments.
- Income LabRetirement income planning software built around spending guardrails and tax-aware withdrawals.
- Interactive Brokers (advisor services)Brokerage and custody platform offering RIAs low-cost trading and custody.
- iRebalSchwab's rule-based portfolio rebalancing and trading tool.
- JumpAI meeting assistant and workflow platform for financial advisors.
- KwantiPortfolio analytics and risk tools for advisors.
- MiliAI agents for wealth advisors, starting with meeting notes and CRM entry.
- MoneyGuideGoals-based financial planning software from Envestnet, formerly MoneyGuidePro.
- MorningstarInvestment research, data and advisor software, including the Direct Advisory Suite.
- MyComplianceOfficeCompliance software for employee trading, conflicts and regulatory obligations.
- NevisAI operating platform for wealth firms with agents, a task desktop and back-office workflows.
- NitrogenAdvisor software suite built around the Risk Number risk-profiling method.
- Opto InvestmentsPlatform for wealth managers to build and run private markets programs.
- OrionWealth platform covering portfolio accounting, reporting, trading, CRM and planning.
- Orion Portfolio SolutionsOrion's open-architecture TAMP, including the Brinker Capital Investments strategies.
- PanoramixBilling, performance reporting and rebalancing software for RIAs.
- PonteraPlatform that lets advisors manage clients' held-away 401(k) and similar accounts.
- PowderAI agents that read client statements and estate documents and build advisor proposals.
- PractifiCRM for registered investment advisers, built on the Salesforce platform.
- PreciseFPClient data-gathering software that builds prefilled intake forms from a text prompt.
- QdeckAI copilot for advisors that answers client questions and builds proposals.
- RedtailCRM, archived texting, imaging and email tools for financial advisors, owned by Orion.
- RightCapitalFinancial planning software with tax features, a client portal and an AI planning agent.
- SaifrAI tools for marketing review, adverse-media screening and communications surveillance.
- Salesforce Financial Services CloudSalesforce's CRM edition for wealth managers, with household views, workflows and AI agents.
- SaturnAI software for UK financial advice firms covering meeting capture and compliance.
- Schwab Advisor ServicesCustodian and technology provider for independent registered investment advisers.
- SEI (advisor solutions)SEI's technology, custody and investment services for independent advisers.
- SkienceWealth management CRM and consulting firm that builds on the Salesforce platform.
- SmarshCommunications compliance software covering capture, archiving, surveillance and discovery.
- SmartAssetConsumer finance site that matches readers with financial advisors.
- SmartleafProgrammatic platform for tax-managed rebalancing and direct indexing.
- SmartriaCloud compliance management software for registered investment advisers.
- Snappy KrakenMarketing automation platform for financial advisors, with websites and texting.
- TamaracEnvestnet's reporting, rebalancing and CRM platform for independent RIAs.
- TIFIN AIAI platforms for wealth firms from TIFIN, including Magnifi, Sage and Axis.
- TradePMRRIA-only custodian and Fusion software platform, owned by Robinhood.
- VanillaEstate planning platform for advisors, with gap checks, document building and attorney access.
- VestmarkPortfolio management, trading and tax-overlay technology, being bought by Envestnet.
- Wealth AccessData-unification and client portal platform for banks and wealth management firms.
- Wealth.comEstate and tax planning platform for advisors, with document drafting and plan analysis.
- WealthboxCloud CRM for advisory firms covering contacts, workflows, pipeline and email sync.
- WealthReachAI-run advisor websites with optional visitor identification and outreach drafting.
- WealthtenderAdvisor review and directory platform with verified client reviews.
- YChartsResearch, charting and proposal software for advisors and asset managers.
- ZeplynAgentic AI platform for wealth firms covering meeting notes, client profiles and follow-up.
- ZocksAI assistant that handles advisor meeting notes, CRM updates and follow-up.
- Zoe FinancialAdvisor-matching network and wealth management platform for advisory firms.
How this directory works
We check every profile against the vendor’s own website and the trade press, and each one shows the date it was last verified. Pricing and integrations appear only when the vendor publishes them. Adoption figures for custodians come from RIAs’ Form ADV filings. Profiles are not reviews, and nothing here is a recommendation.
Financial ADVSR sells Atlas, a database of firms and advisors, which competes with vendors listed under Data and research. Last checked November 2, 2026. Report a correction or suggest a vendor.