WIZE
Swiss all-in-one PMS, CRM, compliance and order management platform for wealth managers and family offices
- RIAs
- Family offices
- Asset managers
- Banks and trust companies
PWD Tech Directory
The wealth-tech map, kept current
Custodians, CRMs, portfolio and planning software, TAMPs, alternatives platforms and the tools around them, each reviewed by our desk and tied to our reporting.
PopularClient experiencePortfolio managementData & researchAI toolsFinancial planning
Browse by category
Custody & clearingCustodians, clearing firms and brokerage infrastructure that hold client assets and settle trades.Anchorage Digital · Fidelity Digital Assets · Interactive Brokers28 vendorsCRMClient relationship management systems built for advisors and wealth firms.Advisors Assistant · KeeSystem · Altitude CRM28 vendorsPortfolio managementPortfolio accounting, performance reporting, rebalancing and trading, direct indexing and billing.Jay Solutions · KeeSystem · Nest Wealth Plus63 vendorsFinancial planningFinancial-planning software: comprehensive and goals-based planning, tax, estate and retirement income.EstateView · Asset-Map · Envestnet MoneyGuide49 vendorsTAMP & managed accountsTurnkey asset management platforms, model marketplaces, UMA and SMA platforms, and outsourced CIO services for advisors.Nest Wealth Plus · 55ip · AllocateRite21 vendorsAlternatives platformsPlatforms that give advisors access to alternative investments and run their subscriptions and operations.Arch · MYFO · PitchBook35 vendorsFamily-office technologyConsolidated reporting, accounting, bill pay, document and entity management for family offices.Arch · BILL · Carefull47 vendorsAI toolsAI meeting notetakers, assistants and agents, research and document analysis, and prospecting tools for advisors.Boosted.ai · Caddi · Contio62 vendorsCompliance & riskRIA compliance platforms, archiving and surveillance, marketing review, trade monitoring and cybersecurity.Carefull · Greenboard · Advisor Armor37 vendorsClient experienceClient portals, onboarding and account opening, e-signature and document vaults, and client communications.Carefull · Nest Wealth Plus · Nevis78 vendorsMarketing & growthAdvisor websites and content, lead generation and matching, social media, events and webinars.Maus · Indyfin · Levitate25 vendorsData & researchInvestment research and analytics, risk profiling, market data and proposal generation.Boosted.ai · Ethos · Jay Solutions63 vendorsIntegrations & operationsData aggregation, integration hubs and middleware, workflow automation and outsourced back office.Arch · Caddi · KeeSystem45 vendorsInsurance & annuity techAnnuity platforms built for fee-based advisors and insurance marketplaces.iPipeline · Annuity Rate Watch · Beacon Annuity Solutions9 vendorsLending & bankingSecurities-based lending, cash management and mortgage platforms for advisors' clients.Sandbox Wealth · TriState Capital Bank · Axos Advisor Services7 vendorsPractice management & M&AValuation and succession tools, recruiting and transition platforms, compensation and benchmarking.Maus · FastTrackr AI · FINTRX9 vendors
Recently added
WealthSpectrum
Portfolio accounting, reporting and front-to-back office platform for wealth managers and family offices
- RIAs
- Family offices
- Asset managers
SoftLedger
Cloud multi-entity general ledger with a family office use case for consolidation and intercompany accounting
- Family offices
Family-office technology1 integrationTiered
Sandbox Wealth
Lending and private banking marketplace that lets independent advisors source credit for clients from partner banks
- RIAs
- Family offices
Lending & banking2 integrations
QPLIX
Wealth platform for family offices, wealth managers and private banks: reporting, accounting, trading
- Family offices
- Asset managers
- Banks and trust companies
Family-office technology23 integrations
Performativ
Cloud wealth management operating system for European wealth managers, family offices and private banks
- Family offices
- Asset managers
- Banks and trust companies
- RIAs
Portfolio management14 integrationsCustom quote
Where to start
Breaking away? Start here
The five decisions every breakaway team makes in its first ninety days.
Family office stack
Reporting, accounting, bill pay and the documents behind a family's wealth.
Scaling an RIA
What firms add between $1B and $10B: operations, onboarding, data and AI.
In the news
- iCapital
Four CGF series sell $1.6 million; iCapital, 8VC report zero
The four Oct. 26 Form Ds show $75,000 to $734,000 per series; iCapital and 8VC vehicles disclosed no sales.
- Nevis
Nevis raises $70M Series B with Schwab and EQT backing
Schwab Advisor Services head Jon Beatty says the investment and partnership expand the AI vendor's ecosystem; total funding reaches $110 million.
- Sowell Management
Sowell Management promotes Scott Dooley to CIO
The $6.8 billion Arkansas RIA's new Office of the CIO will add research, portfolio construction and consulting for advisors.
- F2 Strategy
Only 17% of firms make the referral ask a defined step
F2 Strategy's August survey of 30 firms found new clients drove 63% of organic growth, with referrals as the top tactic.
- Saturn
Inspired Capital closes $450M fourth fund, lifting AUM near $1.4B
The New York early-stage firm reaches nearly $1.4B in assets and plans roughly 10 investments a year.
- Orion
Claude sets $4,800 seat minimum; FINNY's $50 fee adds asset share
Visionary Square pays the fee for 250-plus advisors; FINNY takes a share of assets won at an unstated rate.
Guides from the desk
Buyer’s guides are in the works.
How RIAs choose a custodian, what changes in portfolio accounting past $1B, and more. Follow a category to get them first.
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