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Private Wealth Daily

Insurance & annuity tech

Annuity platforms built for fee-based advisors and insurance marketplaces.

9 vendors · Updated October 26, 2026

News on Insurance & annuity tech in your edition and on My Desk.
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Showing 9 of 9Most complete profiles first, then A to Z

iPipeline

Life insurance, annuity and account-opening software for distributors and advisors

  • Broker-dealers
  • RIAs
  • Banks and trust companies
  • Asset managers

Insurance & annuity techCustom quote

CANNEX

Annuity and bank product pricing exchange and analytics

  • Broker-dealers
  • RIAs
  • Banks and trust companies

Insurance & annuity techCustom quote

Hexure

Life insurance and annuity sales software, including the FireLight platform

  • Broker-dealers
  • RIAs
  • Banks and trust companies
  • Wirehouses

Insurance & annuity tech1 integrationCustom quote

iCapitalIn the news

Alternative investment, structured note and annuity platform for wealth managers

  • RIAs
  • Broker-dealers
  • Banks and trust companies
  • Family offices

Alternatives platforms2 integrations

JourneyGuide

Retirement income planning software that models annuities alongside portfolios, for advisors and insurance distributors

  • RIAs
  • Broker-dealers
  • Insurance

Financial planningSubscription

Veralytic

Independent life insurance policy research and star ratings for brokers, trustees and fiduciary advisors

  • RIAs
  • Banks and trust companies
  • Insurance

Insurance & annuity techTiered

Zinnia

Life and annuity technology for carriers, distributors and advisors

  • Broker-dealers
  • Banks and trust companies

Insurance & annuity techCustom quote

Tick two to four vendors, then compare them side by side.

Insurance & annuity tech: questions to ask before you buy

  1. Which firms like ours, by size and business model, run on it today, and may we speak to two of them?
  2. What does the full first-year cost come to, including implementation, data conversion, training and integrations?
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Insurance & annuity tech in the news

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