Stripe
Payment Processors
Stripe is a payment infrastructure platform that enables businesses to accept payments, manage subscriptions, and build financial products through APIs.
20% offPCI DSSSOC 2ISO 27001GDPRHIPAA
PriceUsage-based
Financial Advisors
Financial advisors are trusted partners in helping clients build and protect their financial futures. This kind of responsibility demands software that is reliable, secure, and tailored specifically for the complexities of the financial industry. The right tools offer everything from portfolio management and financial planning to client communication, compliance tracking, and secure document sharing. At Cubbie, we carefully curate software designed to meet the unique needs of financial professionals, to help them make smarter decisions and deliver stronger outcomes for their clients.
Company size
Purchasing
Compliance (as stated by vendors)
IRESS
Wealth Management Platforms
Financial technology platform for trading, wealth management, mortgages, and market data.
Per seatWealth Management PlatformsFinancial Services
Price$25+ / seat / month
Starting price: below the category median.
Holistiplan
Financial Advisory Practice
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Free trialTiered plansFinancial Planning & AnalysisFinancial Planning and Analysis
Price$133.25+ / month
Starting price: above the category median.
PreciseFP
Customer Onboarding Software
Client onboarding and data gathering platform for advisors automating forms and client data collection.
Free trialGDPRTiered plansAI Customer OnboardingClient Portal Software
Price$25+ / month
Starting price: below the category median.
Moxo
Client Portal Software
Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.
Free planFree trialSOC 2GDPRTiered plansDigital Workspace Platforms
Price$99+ / month
Starting price: above the category median.
AdvisorEngine
Wealth Management Platforms
Wealth management technology platform with CRM, portfolio, and proposals.
Per seatBanking SoftwareCRM
Price$69 / user / month
Price position: at the category median.
Poseidon
Sales Engagement Platforms
Social selling tool for LinkedIn that helps sales reps automate outreach, track profile views, and manage prospect engagement from one dashboard.
GDPRCCPATiered plansSales EnablementSales Engagement Platforms
Price$99 / user / month
Price position: above the category median.
Redtail CRM
CRM
CRM purpose-built for financial advisors with compliance archiving, seminar management, and integrations with major custodians.
Free trialTiered plansCRMCompliance Management
Price$39+ / user / month
Starting price: below the category median.
Candor AI
AI Financial Advisors
AI-powered personal financial advice platform for households.
AI Financial AdvisorsFinancial Planning & Analysis
Price$50 / month
Price position: below the category median.
Wealthbox
Financial Workflow Automation
CRM designed specifically for financial advisors with workflow automation, portfolio integration, and compliance tracking.
Free trialSOC 2ISO 27001Per seatCRMCompliance Management
Price$45+ / user / month
Starting price: below the category median.
FP Alpha
Financial Planning & Analysis
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
Tiered plansAI Financial AdvisorsFinancial Planning & Analysis
Price$83.33 / month
Price position: above the category median.
Xero
Accounting Software
Xero is a cloud-based accounting platform for small businesses and their advisors. It provides invoicing, bank reconciliation, expense claims, project tracking, and real-time financial repor...
Free trialFree for 6 monthsISO 27001SOC 2PCI DSSTiered plans
Gusto
Payroll Software
Gusto is a cloud-based payroll and HR platform for small businesses. It provides full-service payroll, benefits administration, time tracking, hiring tools, and compliance support.
Free planFree trial3 months freeTiered plansTime TrackingTax Management
Asana
Project Management
Asana is a work management platform that helps teams orchestrate projects, processes, and goals in one place. It offers multiple project views including lists, boards, timelines, and portfol...
Free plan80% offSOC 2ISO 27001GDPRHIPAA
Income Laboratory
Financial Planning & Analysis
Retirement income planning platform for advisors modeling distribution strategies and tax efficiency.
Free trialSOC 2ISO 27001PCI DSSTiered plansAI Financial Advisors
Boosted.ai
Predictive Analytics Platforms
AI platform for financial and revenue professionals providing predictive analytics and portfolio tooling.
SOC 2ISO 27001GDPRCustom quotePredictive Analytics PlatformsFinancial Analytics
PriceContact sales
Vise
AI Financial Advisors
AI investment management platform for independent financial advisors.
SOC 2Custom quoteAI Financial AdvisorsInvestment Management Software
PriceContact sales
Vanilla
Financial Advisory Practice
Modern estate planning software for financial advisors.
SOC 2Per seatFinancial Planning & AnalysisFinancial Planning and Analysis
Who Financial Advisors is sold to
- Solo / freelancer
- Startup (1-50)
- Small business (51-200)
- Mid-market (201-1,000)
- Enterprise (1,000+)
What Financial Advisors certifies
- SOC 2
- ISO 27001
- GDPR
- HIPAA
- CCPA
- PCI DSS