Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and…
Magnifi is the world’s first semantic investment platform for finance. It helps financial advisors, portfolio managers, and everyday investors find, compare, and act on investment options. In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi…
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our innovative services and solutions help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment …
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More…
Launched in March 2014, InvestX provides the $30 trillion dollar wealth management industry with access to the late stage growth equity asset class. InvestX empowers broker–dealers and advisors with access, liquidity, and innovation to the private equity asset class through investments in pre-IPO…
iCapital Network is a financial technology company with a mission to power the world’s alternative investment marketplace by providing solutions and support for the global wealth management, banking, and asset management industries. The iCapital platform offers a curated menu of private equity…
CAIS is the leading alternative investment platform for financial advisors who seek improved access to and education about alternative investment funds and products. CAIS provides financial advisors with a broad selection of alternative investment strategies, including hedge funds, private equity…
A Modern, Mass Market Solution for Retail Investing in Private Capital. ALTSMARK provides a “risk free” and scalable answer to the mass operation of private market portfolios within Wealth Management, RIA, Private and Trust Bank businesses. We are the QuickBooks™ of Alternatives!; Fast to deploy, Cost…
New Constructs is an independent research firm that specializes unrivaled insights into the fundamentals and valuation of private and public businesses. Combining human expertise with NLP/ML/AI technologies, the firm’s research shines a light in the dark corners (e.g. footnotes) of hundreds of thousands of financial filings to unearth…
Magnifi is the world’s first semantic investment platform for finance. It helps financial advisors, portfolio managers, and everyday investors find, compare, and act on investment options. In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi…
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our innovative services and solutions help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment …
benjamin is the financial industry’s first ever business support system driven by AI which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. benjamin elegantly automates a myriad of time-consuming and menial yet imperative tasks…
Aidentified was founded by twin brothers Darr and Tom Aley after a number of successful data-related ventures and work at Amazon, D&B, and Dow Jones. The unmet opportunity they saw was the “Holy Grail” of combining an individual’s consumer and professional attributes into a unified single household…
Eaglebrook is a tech-driven investment manager specializing in bitcoin and digital assets. The firm offers various Bitcoin and Digital Asset SMAs serving financial advisors, registered investment advisors (RIAs), family offices, and institutional investors. Eaglebrook is backed by wealth management executives and institutions.
AdvisorPeak puts enterprise-class portfolio management tools within reach of all investment professionals. With over 10 years of development and refinement, AdvisorPeak’s rebalancing software is the most powerful yet simple way to manage your client portfolios. AdvisorPeak’s software is supported by
Skience delivers cloud-enabled strategies and solutions that transform financial services businesses, helping firms save time and money while reducing errors at every stage of their business operations. Skience’s award-winning platform and consulting services provide an efficient way to unify firms’…
Pulse360’s mission is to make financial advisors ; their teams save at least 50% of the time they spend doing expensive admin work – managing their meeting notes. Our remote-ready all-in-one meeting documentation ; communication software helps advisors communicate their value to the clients, keep th
Panoramix was developed by Sapphire Software Services, a custom software and business-to-business automation company founded in 2003. Sapphire brings business application to the web, provides consulting services with the best vendors and partnerships, and offers professional development…
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More tha
benjamin is the financial industry’s first ever business support system driven by AI which seamlessly integrates the software tools and data used by advisors and their teams to better service their clients. benjamin elegantly automates a myriad of time-consuming and menial yet imperative tasks…
Bill.com is a leading provider of cloud-based software that simplifies, digitizes, and automates complex, back-office financial operations for small and midsize businesses. Customers use the Bill.com platform to manage end-to-end financial workflows and to process payments. The Bill.com AI-enabled…
Headquartered outside of Boston, Mass., and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through…
TIFIN is a holding company that conceives, creates and operates fintech companies in the areas of wealth management, investments and personal finance. Our operating companies are shaping the future of investor experience with intelligent products that recognize the uniqueness of each inves
SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional…
Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models
Orion has been the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses…
InvestCloud is a California founded company that has grown from an idea in a garage to a platform with 700 clients ; over $6 trillion of assets in just 10 years. We’re known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences…
Envestnet, Inc. (NYSE: ENV) is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Over 106,000 advisors and mor
Broadridge Financial Solutions (NYSE: BR), a global Fintech leader with over $4.5 billion in revenues, provides the critical infrastructure that powers investing, corporate governance, and communications to enable better financial lives. We deliver technology-driven solutions to banks…
Apex Clearing is the fintech for fintechs powering innovation and the future of digital wealth management. Our proprietary enterprise-grade technology delivers speed, efficiency, and flexibility to firms ranging from innovative start-ups to blue-chip brands focused on transformation to capture a new…
TIFIN is a platform that conceives, creates, and operates fintech companies in the areas of wealth management, investments, and personal finance. Our operating companies are shaping the future of investor experience with intelligent products that recognize the uniqueness of each investor.
SMArtX Advisory Solutions is the next generation managed accounts technology provider and manages SMArtX, a turnkey asset management platform and the only platform to seamlessly offer traditional…
Riskalyze is transforming the advisory industry by empowering investment advisors to create alignment between clients and portfolios, leveraging sophisticated analytics to increase the quality of their advice, automating trading and client account management, and accessing world-class models and res…
eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in comprehensive financial planning, eMoney’s solutions strengthen client relationships, streamline business operations, enhance business development and drive overall growth. More tha
Advicent is the financial planning technology provider of choice for over 140,000 financial professionals across nearly 3,000 firms worldwide, including four of the top five custodians, 15 of the top 25 broker-dealers, seven of the top 10 North American banks, and seven of the top 10 North American
Orion has been the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses..
First Rate exists to help wealth management companies grow and thrive as stewards of their clients’ investments. Our innovative services and solutions help financial firms create absolute transparency, enhance efficiency, and empower advisors to create more meaningful and intelligent investment stra
BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers…
Orion has been the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses…
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers, retirement plan providers and sponsors, and…
FactSet delivers superior analytics, service, content, and technology to help more than 153,000 users see and seize opportunity sooner. We are committed to giving investment professionals the edge to outperform, with fresh perspectives, informed insights, and the industry-leading support of our dedi
d1g1t is the industry’s first enterprise wealth management platform powered by institutional-grade analytics and risk management tools that allows firms to elevate the quality of their advice and demonstrate its value to clients. Through a single integrated solution that covers the entire advisory…
The Black Diamond® Wealth Platform is an offering of SS&C Advent, a business unit of SS&C Technologies. An award-winning, cloud-based solution, Black Diamond is designed to meet the complete business needs of wealth management professionals and their clients. Complete with performance reporting…
Morningstar has been empowering investor success since 1984 with our comprehensive data, cutting-edge research, and sophisticated analytics. Our global database is one of the largest in the business, but the real power is in the standards we apply to ensure its quality. We are independent thinkers…
InvestorCOM is a provider of regulatory compliance software and communications solutions. Our innovative suite of FinTech solutions was developed in response to increasing regulation and the demand for more effective communication and disclosure from the financial services industry…
CellTrust is a global leader in enterprise mobile communications, compliance enforcement, traceability, e-discovery and security, for highly regulated industries.
Panoramix was developed by Sapphire Software Services, a custom software and business-to-business automation company founded in 2003. Sapphire brings business application to the web, provides consulting services with the best vendors and partnerships, and offers professional development…
Founded in 2003, Redtail Technology is a leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry. The company is dedicated to helping advisors…
More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms. Practifi’s innovative product suite helps advisory teams integrate systems and automate processes while maximizing revenue, boosting growth, and strengthening…
InvestCloud is a California founded company that has grown from an idea in a garage to a platform with 700 clients ; over $6 trillion of assets in just 10 years. We’re known for first-class, financial digital solutions, pre-integrated in the cloud. We create beautifully designed client experiences…