Third Financial

True Potential

This company provides a wealth management technology platform and investment services for financial advisers and retail clients.

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.

Centricity

This company provides a software platform for financial professionals and family offices to manage investments and distribute wealth products to affluent clients.

7iM

This firm provides wealth management services, multi-asset investment solutions and a proprietary technology platform to financial advisers, individuals and institutional clients.

InvestCloud

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

Netwealth

This company provides wealth management and financial planning services through an online platform for individual investors managing pensions, ISAs, and general savings.