📋 Robo Advisors

Altruist

The modern custodian for RIAs.

An all-in-one custodial platform for modern financial advisors, combining custody services with advisor software.

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Addepar

A platform built to simplify complexity.

A wealth management platform for RIAs specializing in data aggregation, analytics, and portfolio reporting.

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Clearwater Analytics

The World's Most Trusted Investment Accounting Software.

A SaaS solution for automated investment accounting, performance, compliance, and risk reporting.

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Guideline

The easy, affordable 401(k) for small business.

A full-service 401(k) provider focused on delivering an easy and affordable retirement plan solution for small businesses.

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Vestwell

The engine powering modern-day workplace savings and investing programs.

A cloud-based digital recordkeeping platform for workplace retirement plans.

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Human Interest

Affordable, full-service 401(k) and 403(b) provider.

Offers affordable and easy-to-manage 401(k) and 403(b) retirement plans for small and medium-sized businesses.

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Wealthfront

The all-in-one finance app.

A leading automated investment service that offers financial planning, investing, and banking services.

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Orion Advisor Solutions

Powering the Future of Financial Advice.

A comprehensive wealthtech platform for financial advisors, providing portfolio management, trading, and client experience tools.

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Betterment for Business

The 401(k) that helps you and your employees create a better future.

Provides 401(k) and 403(b) plans for businesses with automated investment management.

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BlackRock Aladdin

Unifying the investment management process through a common data language.

An end-to-end investment management and operations platform for institutional investors.

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Broadridge Financial Solutions

Ready for Next.

A global fintech leader providing technology-driven solutions for banks, broker-dealers, asset managers, and corporate issuers.

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Envestnet

Helping people live an intelligent financial life.

A leading provider of integrated technology, intelligent data, and wealth solutions for financial advisors and institutions.

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SimCorp Dimension

Your investment management platform.

An integrated, front-to-back investment management software solution for institutional investors.

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FIS Global

Advancing the way the world pays, banks and invests.

A global leader in financial services technology, offering solutions for banking, payments, and capital markets.

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Schwab Intelligent Portfolios

Investing made easy. Our robo-advisor builds, monitors, and rebalances a diversified portfolio of exchange-traded funds.

A robo-advisor service that builds, monitors, and automatically rebalances a diversified portfolio of ETFs.

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State Street Alpha

The first front-to-back asset servicing platform from a single provider.

An integrated platform for institutional and wealth management firms, covering the entire investment lifecycle.

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Apex Fintech Solutions

Modern Wealth Tech for Digital Investing.

Provides back-end clearing and custody services for fintech companies, digital brokerages, and RIAs.

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Vanguard Digital Advisor

Get a digital financial plan and investment management.

A robo-advisor service from Vanguard that provides automated investment management using low-cost Vanguard ETFs.

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DriveWealth

The Future of Investing is Fractional.

An API-driven brokerage infrastructure platform that enables partners to offer real-time fractional share trading.

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Flourish

Powering Financial Advisors.

A platform for financial advisors that provides access to financial products and technology solutions.

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