AdvisorTech Gone Crazy!

"Michael Kitces is the undisputed voice of the advisor community. He's built his reputation by being consistently principled and objective." ~ Dispatch

I think Dispatch said it well yesterday - Michael's work to catalog, categorize, and bring awareness to the #advisortech available is what makes posts like this possible.

Happy Valentine's Day from ProAdvisorSuite and Conneqtor.org !!

Advisortech company pages by follower count:

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• SEI - Custodial Platform - 51,722
• BNY Pershing - Custodial Platform - 46,187
• Betterment for Business - 401(k) Implementation - 38,434
• SS&C Advent Salentica - CRM Overlay - 37,133
• Zinnia SmartOffice - CRM - 36,988
• InvestCloud, Inc. - Client Portal - 36,818
• OnceHub - Schedule Apps - 36,479
• Schwab Advisor Services - Custodial Platform - 35,497
• Equisoft - CRM - 31,921
• Addepar - Portfolio Management - 30,986
• Corvee - Tax - 29,442
• Nitrogen - Sales Enablement - 26,389
• Envestnet | Yodlee - Account Aggregation - 26,260
• eMoney Advisor - Financial Planning - 25,935
• Pontera - Portfolio Management - 25,660
• Orion - Portfolio Management - 25,318
• Advisor Group Equipt - Custodial Platform - 24,170
• Fidelity for Wealth Managers Wealthscape - Custodial Platform - 20,719
• ACA Group ComplianceAlpha - Compliance - 20,131
• YCharts - Investment Data/Analytics - 18,944
• TD Ameritrade Institutional - Custodial Platform - 18,938
• Laserfiche - Document Management - 18,723
• Hearsay Systems - Digital Marketing - 17,426
• FMG Suite - Website - 17,142
• Advisor360° - Portfolio Management - 16,786
• intelliflo - Rebalancing Only - 16,484
• AssetMark - Custodial Platform - 15,572
• Apex Fintech Solutions - Custodial Platform - 15,339
• Global Relay - Communications Archiving - 15,050
• Altruist - Custodial Platform - 14,076
• Profile Software Axia Suite - Portfolio Management - 13,448
• Citrix ShareFile - Client File Sharing - 12,710
• GBST WealthConnect - CRM Overlay - 12,206
• Envestnet | MoneyGuide Pro - Financial Planning - 11,388
• CapIntel - Sales Enablement - 11,337
• Vanilla - Estate - 11,136
• SmartAsset - Advisor Lead Gen - 10,864
• NetDocuments - Document Management - 10,855
• RegEd - Compliance - 10,627
• Asset-Map - Planning Light - 10,045

• Vestwell - 401(k) Implementation - 9,947
• SigFig - Digital Onboarding - 9,567
• Ortec Finance - Investment Data/Analytics - 9,388
• Envestnet | Tamarac - Portfolio Management - 9,371
• EXECPLAN - Financial Planning - 8,898
• Practifi - CRM Overlay - 8,303
• Boosted.ai - Investment Data/Analytics - 8,239
• InvestSuite StoryTeller - Advice Engagement - 7,850
• Planswell - Advisor Lead Gen - 7,834
• BITA - Investment Data/Analytics - 7,730
• Veriday - Digital Marketing - 7,697
• Zoe Financial - Advisor Lead Gen - 7,501
• MCO (MyComplianceOffice) - Compliance - 7,394
• Unblu Inc. - AI Assistant - 7,382
• Redtail Technology - CRM - 7,283
• Nest Wealth (Objectway Group) Pro - Digital Onboarding - 6,807
• Vestmark - Portfolio Management - 6,789
• Equilar - Prospecting - 6,612
• Skience - CRM Overlay - 6,482
• RIA in a Box is now COMPLY - Compliance - 6,384
• NexJ Systems - CRM - 6,297
• Advyzon - Portfolio Management - 6,191
• Docupace - Workflow Support - 5,868
• CFRA Research - Investment Data/Analytics - 5,820
• VRGL Wealth - Sales Enablement - 5,622
• Canoe Intelligence - Investment Data/Analytics - 5,599
• Levitate - Digital Marketing - 5,542
• Engageware - Schedule Apps - 5,184
• Securitize for Advisors - Specialized: Other - 5,054
• Wealthbox - CRM - 4,903
• Koyfin - Investment Data/Analytics - 4,838
• CogniCor Technologies - AI Assistant - 4,768
• Fi360 (now Broadridge) - Investment Data/Analytics - 4,720
• RightCapital - Financial Planning - 4,570
• Snappy Kraken - Digital Marketing - 4,567
• Magnifi by TIFIN - Investment Data/Analytics - 4,444
• Venn by Two Sigma - Website - 4,431
• TIFIN Wealth - Planning Light - 4,419
• First Rate, Inc - Performance Reporting - 3,950
• d1g1t - Portfolio Management - 3,785
• Seeds Investor - Portfolio Management - 3,658
• Money Quotient - Behavioral Assessments - 3,658
• BridgeFT Financial - Advisor Data Warehousing - 3,587
• Everplans - Legacy Planning - 3,558
• Advicent – now part of InvestCloud NaviPlan - Financial Planning - 3,527
• Boldin - Planning Light - 3,439
• Revver eFileCabinet - Document Management - 3,422
• Bento Engine - Advice Engagement - 3,412

• FP Alpha - Specialized: Other - 3,388
• AdvisorEngine - CRM - 3,370
• Voyant - Financial Planning - 3,367
• Income Lab - Retirement - 3,274
• TradePMR - Custodial Platform - 3,144
• Arch - Account Aggregation - 3,129
• Masttro - Account Aggregation - 3,026
• bondIT - Investment Data/Analytics - 3,011
• Equity Advisor Solutions, LLC. - Custodial Platform - 2,954
• AltExchange - Performance Reporting - 2,895
• CentSai One - Digital Marketing - 2,828
• Lumiant - Advice Engagement - 2,826
• WealthAccess? - Advisor Data Warehousing - 2,741
• Anvil - Document SDK - Client Data Gathering - 2,734
• SMArtX Advisory Solutions - Portfolio Management - 2,707
• Copytalk Mobile Transcription Services - Client Meeting Support - 2,702
• Cetera Advisors LLC AdviceWorks - Custodial Platform - 2,697
• Flyer Financial Technologies - Trading & Rebalancing - 2,693
• AdvisorStream - Digital Marketing - 2,559
• Timeline App - Retirement - 2,531
• Conneqtor.org - Leveling Up Yo Skillz - 2,466

• Monarch Money - Client Portal - 2,432
• BigPicture App - Retirement - 2,400
• InvestorCOM Inc. - Compliance - 2,361
• Patrina Corporation - Compliance - 2,341
• MarketDesk - Digital Marketing - 2,326
• FutureVault - Client File Sharing - 2,298
• Charityvest - Specialized: Other - 2,287
• Pagefreezer - Communications Archiving - 2,256
• Bill Good Marketing Gorilla 5 - CRM - 2,254
• YouCanBookMe - Schedule Apps - 2,248
• Smartleaf - Rebalancing Only - 2,218
• Carefull - Specialized: Other - 2,198
• Denim Social by Capacity - Digital Marketing - 2,197
• MirrorWeb - Communications Archiving - 2,190
• CircleBlack - Client Portal - 2,140
• Horsesmouth Savvy Social Security - Retirement - 2,117
• Blueleaf Wealth - Portfolio Management - 2,107
• Fabric - Stress Testing - 2,092
• Flourish Cash - Cash Management - 2,087
• Agreement Express (an NMI company) - Forms Management - 2,082
• Jacobi - Investment Data/Analytics - 2,077
• Savology - Planning Light - 2,073
• Holistiplan - Tax - 2,054
• Catchlight - Prospecting - 2,049
• AdvicePay - Advisory Fee Billing - 1,979
• Trustworthy - Legacy Planning - 1,970
• Harness Wealth - Advisor Lead Gen - 1,959
• aidentified - Prospecting - 1,910
• Blue Vault - Investment Data/Analytics - 1,849
• Advisor Websites - Website - 1,823
• LegacyShield - Legacy Planning - 1,792
• AdvisorFlex - Website - 1,766
• Acuity Scheduling - Schedule Apps - 1,757
• IndyFin - Advisor Lead Gen - 1,730
• Wealthcare - Financial Planning - 1,690
• FinChat - Investment Data/Analytics - 1,682
• Wink - Insurance Data/Analytics - 1,633
• Marstone - Digital Onboarding - 1,626
• RiXtrema - Stress Testing - 1,614
• Caribou - Healthcare/Medicare - 1,611
• ForwardLane - Advice Engagement - 1,590
• Axos Advisor Services - Custodial Platform - 1,578
• Venn - Managed Service Provider - 1,563
• Act Analytics - Investment Data/Analytics - 1,563
• Index One - Investment Data/Analytics - 1,556
• FCI - Managed Service Provider - 1,550
• Advice Chaser - Advisor Lead Gen - 1,535
• Chaikin Analytics - Investment Data/Analytics - 1,464
• Trendrating - Investment Data/Analytics - 1,457
• StratiFi - Risk Tolerance - 1,455
• Less Annoying CRM - CRM - 1,447
• Speakwrite - Client Meeting Support - 1,425
• Income Discovery - Retirement - 1,398
• Zephyr Portfolio Analytics - Investment Data/Analytics - 1,395
• FinMason - Investment Data/Analytics - 1,385
• Entrustody - Custodial Platform - 1,370
• YourStake - Investment Data/Analytics - 1,348

• R&T Deposit Solutions - Cash Management - 1,329
• Intelligent Decision Tools - Advice Engagement - 1,308
• FIN Compliance - Compliance - 1,298
• Capital Preferences - Risk Tolerance - 1,280
• Ethos ESG - ESG/SRI Investment Analytics - 1,265
• LifeYield - Rebalancing Only - 1,230
• Out & About Communications - Website - 1,224
• WealthTender - Advisor Lead Gen - 1,214
• Wealthtender?- Advisor Lead Gen - Advisor Lead Gen - 1,214
• Hubly - Workflow Support - 1,212
• Shellblack - CRM Overlay - 1,204
• PlanPro - 401(k) Proposals - 1,191
• Simplicity Ops - CRM Consultant - 1,181

• The Oasis Group - AdvisorTech Consultant - 1,179
• Tolerisk - Risk Tolerance - 1,171
• FinaMetrica - Risk Tolerance - 1,159
• Red Oak Compliance - Compliance - 1,147
• Income Conductor - Retirement - 1,135
• Elements?- Sales Enablement - Sales Enablement - 1,131
• Telemet Orion - Investment Data/Analytics - 1,118
• Shaping Wealth - Behavioral Assessments - 1,105
• Retirement Plan Marketing - Digital Marketing - 1,081
• AssetBook - Performance Reporting - 1,064
• Wealthramp - Advisor Lead Gen - 1,063
• TrueLytics - Business Intelligence/Metrics - 1,044
• Hadrius - Compliance - 1,040
• Kwanti - Investment Data/Analytics - 1,021
• AppCrown - Advisor Data Warehousing - 1,003
• Gainfully - Digital Marketing - 1,000
• ETNA Advisor - Digital Onboarding - 997
• SideDrawer - Client File Sharing - 997
• Atlas Point - Behavioral Assessments - 982
• FusionIQ - Digital Onboarding - 975
• Sora?Finance - Specialized: Other - 970
• Mobile Assistant - Client Meeting Support - 959
• AdvisoryWorld - Sales Enablement - 937
• fpPathfinder - Advice Engagement - 923

• Worldox - Document Management - 914
• Wealth I/O - Digital Marketing - 862
• Future Capital - Held-Away Assets - 860
• ReachStack - Digital Marketing - 860
• Knudge - Advice Engagement - 853
• SmartRIA - Compliance - 849
• BillFin - Advisory Fee Billing - 829
• College Aid Pro - Education - 828
• Paperclip - Document Management - 786
• Paraplanner.ai - Sales Enablement - 782
• MoneyTree - Financial Planning - 761
• advisor.cash by StoneCastle - Cash Management - 755
• Healthpilot - Healthcare/Medicare - 754
• Visiwealth - Advice Engagement - 744
• PreciseFP - Client Data Gathering - 728

• OnBord - Digital Onboarding - Digital Onboarding - 724

• Joot - Compliance - 715
• RIA Compliance Technology - Compliance - 714
• Presults - Communications Archiving - 710

• Arcons Technology - Portfolio Management - 698
• Pocket Risk - Risk Tolerance - 693
• eVestech - Client Portal - 658
• Milemarker - Advisor Data Warehousing - 657
• Dispatch - Data Warehousing - 646
• Advisor I/O - Digital Marketing - 644
• Powder - Sales Enablement - 636
• HeyKyra - Sales Enablement - 626
• ProAdvisorSuite - Tech Discounts - 622

• Plan Confidence - Held-Away Assets - 612
• HealthView Services - Healthcare/Medicare - 588
• Kubera - Client Portal - 553
• Windham Portfolio Advisor - Investment Data/Analytics - 552
• Libretto - Portfolio Management - 545
• Bequest Finance - Legacy Planning - 539
• Clearnomics - Digital Marketing - 530
• SEC Compliance Solutions - Compliance - 523
• AdvisorFinder - Advisor Lead Gen - 520
• C&J Innovations - Behavioral Assessments - 509
• Tiny Frog - Website - 508
• Finology - Education Planning - 482
• LaserApp - Forms Management - 470
• Smart Kx - Advisory Fee Billing - 467
• Quik! - Forms Management - 463
• My Perfect Financial Advisor - Advisor Lead Gen - 459
• CloudScale365 - Managed Service Provider - 455
• Andes Wealth - Behavioral Assessments - 449
• Real Wealth Marketing - Digital Marketing - 438
• DataPoints - Behavioral Assessments - 416
• Hyperchat Social - Digital Marketing - 415
• Prismm - Legacy Planning - 403
• Wealthawk - Prospecting - 400
• FinFolio - Portfolio Management - 391
• Veralytic - Insurance Data/Analytics - 383
• MaxMyInterest - Cash Management - 375
• LifeSite - Legacy Planning - 361
• inStream Wealth - Financial Planning - 360
• Wealthfully - Behavioral Assessments - 345
• SoftPak - Rebalancing Only - 338
• Itegria - Managed Service Provider - 333
• Lasso - Advisor Lead Gen - 331
• Due Diligence Works, Inc - Compliance - 323
• Social Security Timing - Retirement - 323
• Hope Trust - Specialized: Other - 323
• Zocks - Client Meeting Support - 310
• SYSTM - Portfolio Management - 307
• Rainbook - Advisor Lead Gen - 306
• Panoramix - Portfolio Management - 304
• Amplify - Portfolio Management - 299
• Visory - Managed Service Provider - 295
• Pay For ED - Education - 287
• MarketGrader - Investment Data/Analytics - 282
• 3XEquity - Business Intelligence/Metrics - 268
• Finny - Prospecting - 267
• La Meer - Compliance - 266
• CFS TaxTools - Tax - 265
• Erado - Communications Archiving - 265
• Absolute Engagement - Client Feedback - 263
• JourneyGuide - Retirement - 261
• ProjectionLab - Planning Light - 259
• Pulse360 - Client Meeting Support - 253
• AdvisorBOB - Advisory Fee Billing - 249
• CMPAS - Planning Light - 243
• Whealthcare - Healthcare/Medicare - 242
• YourEFolio - Estate - 239
• Fiduciary Genius - Planning Light - 239
• Helen's Plan - Legacy Planning - 234
• FiduciaryShield - 401(k) Implementation - 224
• Summitas - Client Portal - 223
• ARQA - Investment Data/Analytics - 222
• Complect - Compliance - 222
• WealthVoice - Digital Marketing - 217
• Greminders - Schedule Apps - 212
• Advisys - Planning Light - 211
• Capitect - Portfolio Management - 211
• Cash Flow Mapping - Specialized: Other - 209
• Financial Experts Network - Education - 208
• ROL Advisor - Behavioral Assessments - 203
• Unitifi - Behavioral Assessments - 187
• Financial Media Exchange - Digital Marketing - 185
• XLR8 - CRM Overlay - 183
• PlanTechHub - Financial Planning - 182
• Datalign Advisory - Advisor Lead Gen - 179
• Money Pickle - Advisor Lead Gen - 178
• TIFIN AG - Prospecting - 177
• AltaStreet - Website - 175
• MyRepChat - Communications Archiving - 175
• SSAnalyzer - Retirement - 168
• WealthTrace - Financial Planning - 167
• AssetSprout - Performance Reporting - 161
• Portfolio Designer - Investment Data/Analytics - 157
• WiserAdvisor - Advisor Lead Gen - 141
• NumberCruncher - Estate - 137
• Entole - Client Portal - 134
• Forms Logic - Workflow Support - 133
• Portformer - Investment Data/Analytics - 132
• Brentmark Estate & Charitable Planner Live - Estate - 131
• AiVante - Healthcare/Medicare - 130
• MessageWatcher - Communications Archiving - 125
• Buckler - Cybersecurity - 123
• Life Insurance Sustainability Analytics - Insurance Data/Analytics - 123
• Trayecto - Equity Comp - 122
• MyStockOptions.com - Equity Comp - 120
• Adelia Risk - Cybersecurity - 118
• Finpace - Workflow Support - 117
• FinMate AI - Client Meeting Support - 113

• FinancialAdvisors.com - Advisor Lead Gen - 113
• Nexa Insights - Client Feedback - 110
• FiduciaryRx - 401(k) Proposals - 107
• Optivice? - Specialized: Other - 95
• MacroRisk Analytics - Stress Testing - 95
• CacheTech - Portfolio Management - 92
• SKYVIEW 1 - Cash Management - 89
• RIA Workspace - Managed Service Provider - 86
• Testimonial IQ - Digital Marketing - 82
• Cobutler - Digital Marketing - 82
• NovaTrak - Advice Engagement - 81
• i65 - Healthcare/Medicare - 79
• CurrentClient - Advice Engagement - 78
• BaySys Technology - Advisory Fee Billing - 76
• Practice Intel - Client Feedback - 73
• Zephyr - Website - 70
• AdvisorArch - Portfolio Management - 70
• Touchstone Pathway - Client Data Gathering - 68
• ATA RiskStation - Risk Tolerance - 67
• ProTracker Software, Inc. - CRM - 63
• Financial Advisor Ally - Behavioral Assessments - 61
• Jump - Advisor AI - Client Meeting Support - 56
• WealthTec - Financial Planning - 56
• RIA University - RIA Education - 52

• Advisor Armor - Cybersecurity - 47
• Cheshire Software Wealth Manager - Financial Planning - 44
• LifeArcPlan - Client Data Gathering - 40
• Aqumulate - Account Aggregation - 38
• AdvisorClarity - Business Intelligence/Metrics - 36
• Ugru CRM - CRM - 33
• Life Stage Insights - Behavioral Assessments - 25
• Quivr CRM - CRM Overlay - 23
• Collegiate Funding Solutions - Education - 22
• PhilanthPro Solutions - Specialized: Other - 21
• Amplify Reviews - Digital Marketing - 18

• ECF - Planning Light - 17
• Maxifi Ltd - Financial Planning - 12
• InvestmentFirms.com - Advisor Lead Gen - 11
• Zacks Advisor Tools - Investment Data/Analytics - 10
• Advisor Designs - Website - 10
• File13F - Compliance - 9
• OnPointe Risk Analyzer - Risk Tolerance - 9

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