Proposal Generation

Envestnet

Est. 2004·🇺🇸ChicagoChicago, United States·Public (ENV)·3,100

Public (ENV)

Envestnet provides financial advisors with a platform that integrates technology, solutions, and support for wealth management.

FinMason

Est. 2015·🇺🇸BostonBoston, United States·~25

$14M Raised

FinMason empowers asset managers to turn complex investment data into client-ready portfolio analytics and risk insights.

Advyzon

Est. 2015·~200·Billions AUM

Bootstrapped

Advyzon offers a cloud-based platform for investment advisors that integrates portfolio management, performance reporting, client relationship management, and billing, helping to simplify and scale investment firm operations.

Capitect

Est. 2016·Private·~15·Billions AUM

Private

Capitect offers modern, holistic performance reporting, flexible client billing, and personalized portfolio rebalancing tailored for today's advisors and their clients.

Elements

Est. 1930·~25

~$10M Raised

Elements Financial is a not-for-profit member-owned credit union that offers various financial products and services, including banking, loans, and more, designed to benefit its members through lower fees and higher rates.

FinaMetrica

Est. 1998·🇦🇺MelbourneMelbourne, Australia·Acquired·~50

Acquired (PlanPlus)

FinaMetrica provides a psychometric risk profiling system that financial advisors use to assess client risk tolerance.

AdvisoryWorld

Est. 1996·🇺🇸San DiegoSan Diego, United States·Acquired

Acquired (LPL)

LPL Financial offers personalized financial services and support to help clients achieve their goals with full ownership and greater flexibility.

Fiduciary Decisions

Est. 2008·Private·~50

Private (Tom Kmak)

Fiduciary Decisions & Insights™ provides technology, tools, and research that are independent, comprehensive, and actionable to Service Providers and Plan Sponsors.

Equisoft Analyze

Est. 2011·🇨🇦MontrealMontreal, Canada·850

Headcount850

Equisoft Analyze is an intuitive financial planning software that helps users build comprehensive financial portraits of their clients and provides integrated guidance for financial planning.

401(k) Proposals

Est. 2021

Analysis of the best 401(k) Proposal Software for Financial Advisors.

Couplr.AI

Est. 2023·🇺🇸WilmingtonWilmington, United States

Couplr AI offers a behavioral-driven matching engine specifically designed for insurance and wealth management firms, transforming the client acquisition process by optimizing connections between advisors and clients.

ExhibitA

Est. 2005·🇺🇸San FranciscoSan Francisco, United States

Business Wire offers press release distribution services and investor relations solutions to help businesses tell their stories and get noticed.

Holistico

Est. 2014·🇺🇸New YorkNew York, United States

Ellevest is a financial services firm dedicated to helping women and families build wealth with intention, providing personalized wealth management and financial planning to close the gender wealth gap.