Accounting Software
Maybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.
Free trial
20241-10Open Source
Wealth Management Platforms
Technology platforms for financial advisors and wealth management firms.
Financial Planning & Analysis
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Custom quote · Free trial
2000501-1,000Radnor, PA
RAG Platforms
Global fintech platform providing investor communications, trading, and asset servicing technology to financial institutions.
Enterprise
20075,000+Lake Success, NY
Wealth Management
Wealth infrastructure for global UHNW.
Custom quote
201911-50New York, NY
Real Estate Technology
Opportunity zone investment management and reporting.
Custom quote
200951-200Scottsdale, AZ
Financial Data Aggregation
Wealth aggregation and reporting for UHNW clients.
Custom quote
201051-200New York, NY
Banking Software
Goal-based financial planning software for advisors from Envestnet.
Per seat · Free trial
2000201-500Powhatan, VA
AI Financial Advisors
Wealth management platform for independent advisors with AI insights
Custom quote
202311-50New York, NY
Wealth Management Platforms
Financial technology platform for trading, wealth management, mortgages, and market data.
Per seat
19931,000+Melbourne, Australia
Banking Software
Financial services technology platform for advisors and carriers.
Custom quote
1994501-1,000Montreal, QC
Tax Compliance
Estate planning platform for advisors and clients.
Custom quote
202251-200Austin, TX
Wealth Management
Trade and post trade workflow for wealth managers.
Custom quote
201351-200New York, NY
Banking Software
Wealth management technology platform for financial advisors with portfolio accounting.
Tiered plans
1999Solo / freelancerOmaha, NE
AI Financial Advisors
Retirement account management platform allowing advisors to securely trade client 401(k) and held-away accounts.
Enterprise
2012201-500New York, NY
Digital Workspace Platforms
Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.
Tiered plans · Free plan
201251-200Cupertino, CA
Investment Management Software
Alternative investment platform providing technology for advisors to access private markets products.
Enterprise
2013501-1,000New York, NY
Banking Software
Wealth management technology platform with CRM, portfolio, and proposals.
Per seat
2014201-500New York, NY
Banking Software
Client engagement platform for wealth management on Salesforce.
Custom quote
20131-50Chicago, IL
Wealth Management
Nitrogen's Wealth platform including Proposals, Risk Number, and compliance for financial advisors.
Tiered plans
2011201-500Auburn, CA
Wealth Management
European wealth management distribution platform offering mutual fund distribution for banks.
Custom quote
2000501-1,000Madrid, Spain
Financial Data Aggregation
Wealth management technology platform providing data aggregation, analytics, and performance reporting for RIAs and family offices.
Custom quote
2009501-1,000Mountain View, CA
Client Portal Software
Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.
Custom quote
20101,000+West Hollywood, CA
Financial Data Aggregation
Client portal and data aggregation platform for wealth management firms to engage clients holistically.
Enterprise
201051-200Nashville, TN
Accounting Software
Family office integrated platform (AtlasFive).
Custom quote
2015201-500Raleigh, NC
Wealth Management
Wealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.
Tiered plans · Free plan
202011-50Paris, France
Banking Software
CRM for wealth management firms built on Microsoft and Salesforce.
Custom quote
199851-200Toronto, ON
Wealth Management
Global wealth management platform offering technology and administration services for banks.
Custom quote
20035,000+Edinburgh, UK
Billing & Payments
Modern custodial platform for RIAs with trading, billing, and performance reporting in one interface.
Usage-based
2018201-500Culver City, CA
Banking Software
Client portal and portfolio tracking for financial advisors.
Tiered plans · Free plan
20091-50Cambridge, MA
Intelligent Process Automation
Intelligent automation platform with HyperApp technology combining RPA, ML, and NLP for complex processes.
Custom quote · Free trial
2018201-500San Jose, CA
Banking Software
Swiss banking software vendor offering core banking and wealth management for financial institutions.
Custom quote
19851,000+Zurich, Switzerland
AI Financial Advisors
AI decision intelligence for wealth advisors.
Custom quote
201451-200Paris, FRA
Wealth Management
Performance reporting for private wealth and family offices.
Custom quote
2006201-1,000Charlotte, NC