F2 StrategyIn the news
Technology consulting, outsourced CTO and operations services for wealth firms
- RIAs
- Banks and trust companies
- Family offices
- Broker-dealers
Integrations & operationsCustom quote
Alternatives to Milemarker
Milemarker makes a data platform for wealth management firms. Its site lists RIAs, broker-dealers, TAMPs, insurance firms and aggregators as customers, and the company says it serves more than 1,200 offices. Read the Milemarker profile.
PCR Insights
Custodial and alternative investment data aggregation for wealth firms
- RIAs
- Family offices
- Banks and trust companies
- Broker-dealers
Atomic Insights
Client payment and money-movement workflow automation for RIAs and family offices, using custodian APIs
- RIAs
- Family offices
Integrations & operationsCustom quote
Flanks
Wealth data aggregation and enrichment platform for banks, family offices and external asset managers
- Banks and trust companies
- Family offices
- Asset managers
- Retirement plans
SEIIn the news
Wealth technology, outsourced operations, custody and investment programs
- Banks and trust companies
- RIAs
- Broker-dealers
- Asset managers
Integrations & operationsCustom quote
CanyonOps
Client service calendar that turns an advisory firm's tiered service model into recurring household work
- RIAs
NDEX Systems
Multi-custodian data aggregation, portfolio management and investment accounting for advisors and family offices
- RIAs
- Family offices
- Asset managers
Ohpen
Cloud core banking and investment administration platform for European institutions
- Banks and trust companies
Responsive
Back-office automation for Canadian independent portfolio management firms: onboarding, KYC monitoring and audit trail
- Asset managers
- RIAs
Integrations & operationsCustom quote