Marketing & growth

Maus

Exit-planning software with business valuations and owner engagement tools for advisors

• Broker-dealers

Practice management & M&A2 integrationsTiered

Indyfin

Verified advisor profiles, client reviews and investor matching

• RIAs

Marketing & growth3 integrationsPer seat

Levitate

Client communication and relationship marketing software with managed content

• RIAs

Marketing & growth5 integrationsCustom quote

Wealthtender

Client review collection and advisor directory listings for financial advisors

• RIAs

Marketing & growthPer seat

WiserAdvisor

Investor lead generation and client review platform for financial advisors

• RIAs

Marketing & growth

Absolute EngagementIn the news

Client and prospect feedback platform that captures sentiment through the advice journey and flags growth opportunities

• RIAs

Client experienceCustom quote

Advisor.com

Investor-to-RIA matching service that sends quiz-qualified prospects to fiduciary advisory firms

• RIAs

Marketing & growthCustom quote

AdvisorFinder

Advisor marketplace where investors choose which advisors to be introduced to; pay-per-connection or subscription

Marketing & growthTiered

BizEquity

Business valuation and owner planning software for financial advisors

• RIAs
• Broker-dealers
• Banks and trust companies

Financial planning1 integrationCustom quote

FeeOnlyNetwork

Directory of vetted fee-only fiduciary advisors; firms pay a flat fee for an enhanced profile

• RIAs

Marketing & growthSubscription

FINNYIn the news

AI prospecting and outreach platform for financial advisors

• RIAs

AI tools

Finterest

AI prospect sourcing and multi-channel outreach with pre-send compliance review for advisors and agents

• RIAs
• Insurance

AI tools10 integrationsPer seat

Fynancial

White-labeled mobile app and client experience layer for RIAs, built on top of the existing tech stack

• RIAs
• Family offices
• Retirement plans

Client experience13 integrationsCustom quote

Paladin Advantage

AI-assisted website and content marketing platform for independent RIAs and IARs, from Paladin Digital Marketing.

• RIAs

Marketing & growthSubscription

Planswell

Exclusive retirement-planning household leads for advisors and insurance agents, with planning software and coaching

• Insurance

Marketing & growthCustom quote

ROL Advisor

Digital discovery tools, training and content for advisors practicing life-centered planning

Client experienceSubscription

Seismic

Sales enablement and compliant content platform with a financial services edition

• Banks and trust companies
• Asset managers

Marketing & growth8 integrationsCustom quote

TIFIN

AI agent platform for wealth, asset management and insurance firms

• Family offices
• Asset managers

AI tools1 integration

VastAdvisor

AI-run paid digital campaigns and lead intelligence for RIAs, broker-dealer networks and asset managers

• RIAs
• Broker-dealers
• Asset managers

Marketing & growthTiered

visiWealth

Library of one-page visual explainers of planning concepts that advisors co-brand and share with clients

• RIAs
• Broker-dealers
• Banks and trust companies

Client experienceTiered

Wealth Management GPT

AI writing tool with advisor-specific templates for blogs, client communications and financial education content

• RIAs
• Broker-dealers

AI tools1 integrationSubscription

Wealthramp

Fee-only advisor matching service paid through fee-sharing once a matched client signs

• RIAs

Marketing & growth

WealthReach

Advisor websites with a built-in AI agent for SEO, AI-search visibility and compliant content

• RIAs
• Broker-dealers
• TAMPs

Marketing & growth1 integrationSubscription

WealthVoice

Builds and manages branded Amazon Alexa voice apps and audio broadcasts for advisory firms

• RIAs

Client experience1 integrationCustom quote

Zoe FinancialIn the news

Sub-advisory TAMP and advisor-matching network for fee-only RIAs

• RIAs

TAMP & managed accounts4 integrationsCustom quote