Kestra

Altruist

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

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.

BetaNXT

This company provides wealth management technology, securities processing and data solutions to broker-dealers, asset managers and wealth management firms.

Kingsview Partners

This firm provides wealth management, financial planning, and investment services to individual investors and support infrastructure for independent financial advisors.

Envestnet

This company provides wealth management software and data aggregation platforms to financial advisors, banks and other financial institutions.

Third Financial

This company provides investment platform software and custodial services to wealth managers, family offices and financial advisers.

assetmark

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

Centricity

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