Live Oak Bank
Acquisition, succession and transition loans for investment advisory firms
- RIAs
- Broker-dealers
- Asset managers
Practice management & M&ACustom quote
Alternatives to Maus
Maus is exit-planning software for financial advisors, CPAs and certified exit planning advisors who serve private business owners. It follows the Exit Planning Institute's Value Acceleration Methodology and names broker-dealers among its users. Read the Maus profile.
FastTrackr AI
AI platform that automates repapering and account transfers when advisors move books between firms
- RIAs
- Broker-dealers
Practice management & M&ACustom quote
AdvisorEconomics
KPI dashboard that benchmarks an advisory firm's accounting data against peer firms
- RIAs
- Broker-dealers
Practice management & M&ASubscription
Advisor Legacy
Practice valuation, succession, continuity and coaching for financial advisors
- RIAs
- Broker-dealers
Practice management & M&APer transaction
Indyfin
Verified advisor profiles, client reviews and investor matching
- RIAs
Marketing & growthPer seat
Levitate
Client communication and relationship marketing software with managed content
- RIAs
Marketing & growthCustom quote
Wealthtender
Client review collection and advisor directory listings for financial advisors
- RIAs
Marketing & growthPer seat
FeeOnlyNetwork
Directory of vetted fee-only fiduciary advisors; firms pay a flat fee for an enhanced profile
- RIAs
Marketing & growthSubscription
Paladin Advantage
AI-assisted website and content marketing platform for independent RIAs and IARs, from Paladin Digital Marketing.
- RIAs
Marketing & growthSubscription