Broadridge vs Wealth.com
BroadridgeWealth Management Platforms
Wealth.comFinancial Planning and Analysis
Broadridge Wealth Management Platforms Global Leader - Financial Technology Solutions | Wealth.com Financial Planning and Analysis The Leading Estate & Tax Planning Software for Financial Advisors | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Financial Planning and Analysis |
| What it is | Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions. | Estate planning platform for advisors and clients. |
| Pricing | ||
| Published price | No public price. Broadridge sells enterprise fintech/SaaS and outsourced processing (investor communications, wealth/asset-management platforms, capital-markets and post-trade sys… | Not published |
| Pricing model | Not available | Custom quote |
| Free options | No free plan · No free trial | No free plan |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2007 | 2022 |
| Team size | 10000+ employees | 51-200 employees |
| Headquarters | Lake Success, NY | Austin, TX |