Envestnet

InvestCloud

This company provides cloud-based wealth management software for financial institutions, including banks, insurers, asset managers and registered investment advisors.

OneVest

This company provides a wealth management platform for independent advisors and financial institutions to manage client data, onboarding, and workflows in one digital workspace.

assetmark

This company provides wealth management technology and investment platform solutions for independent financial advisors and their clients.

Enfusion

This company provides a front-to-back investment management platform for portfolio management, trading and order execution for asset managers and hedge funds.

Personal Capital

This company provides wealth management software and financial advisory services for retail investors to track and manage their investments, retirement and cash flow.

OneAdvisory

This company provides a data orchestration platform that synchronises client information across various software applications for registered investment advisors.

Altruist

This company provides a digital wealth management platform and brokerage services for registered investment advisors to manage client accounts, trading, and reporting.

Kestra

This company provides wealth management platforms and back-office support services to independent financial professionals and investment advisory firms.