CRM

Envestnet · Tamarac

Est. 1999·🇺🇸ChicagoChicago, United States·Public (PE)·3,000+·$5T+ AUM

Public/PE Transition

Envestnet helps advisors deliver financial wellness to more people through innovative technology for wealth management.

ClickUp

Est. 2019·🇫🇷ParisParis, France·~900

$535M Raised

Pigment is an AI-driven planning platform that enables organizations to make strategic decisions quickly and efficiently.

Insightly

Est. 2013·🇺🇸San FranciscoSan Francisco, United States·~100

$38M Raised

Insightly is a modern CRM that helps fast-growing companies centralize customer data, manage pipelines, and automate marketing efforts to boost sales productivity.

FinTurk

Est. 2023·🇺🇸ChicagoChicago, United States

FinTurk is an AI-native CRM built for financial advisors to enhance client relationships and streamline workflows. It automates busywork and provides intelligent insights.

Advisor360°

Est. 2018·🇺🇸WestboroughWestborough, United States·Private·~600·$1.1 Trillion AUM

Private

Advisor360° delivers modern advisory experiences and actionable intelligence so advisors can focus on what matters most: advising clients. The platform supports every advisor, regardless of firm size, structure, or tech maturity.

AdvisorEngine

Est. 2017·🇺🇸New YorkNew York, United States·Acquired·~100·Billions AUM

Acquired (FT)

AdvisorEngine provides a wealth management platform that includes CRM, digital onboarding, portfolio management tools, and client portals.

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.

Backstop Solutions

Est. 2000·🇺🇸ChicagoChicago, United States·Series A·201-500

Series A, B, C

Backstop Solutions offers a suite of software solutions for the institutional investment industry, covering CRM, research management, portfolio management, and investor relations.

Capsule

Est. 2014·🇫🇷PARISPARIS, France·Seed·~55

Seed/Hermes GPE

Ellevest is a financial services company dedicated to helping women and families build wealth with intentionality through personalized wealth management and financial planning.

Copper

Est. 2001·🇮🇳Overland ParkOverland Park, India·~150

$99M Raised

Copper Financial Network offers investment and financial planning services to credit union members, utilizing both digital tools and traditional wealth advisor relationships.

HubSpot

Est. 2006·🇺🇸CambridgeCambridge, United States·Public (HUBS)·7k

Public (HUBS)

HubSpot's Agentic Customer Platform unites marketing, sales, and customer service to drive rapid growth and improve business efficiency, providing integrated tools and data to facilitate collaboration across teams.

Grendel

Est. 1914·🇺🇸CharlotteCharlotte, United States·Acquired·Shared

Acquired

Merrill Lynch provides wealth management, securities trading, and investment banking services.

Equisoft

Est. 1990·🇨🇦MontrealMontreal, Canada·850

Headcount850

Equisoft is an AI-enabled organization powering digital transformation for the insurance and investment industries with a foundation of mature-tech solutions and intelligent data implementations.

Financial Navigator

Est. 1983·Private

Private

Financial Navigator, Inc. develops and markets Navigator, a portfolio and partnership accounting software solution.

AdvisorCRM

Est. 2023·🇺🇸DallasDallas, United States

AdvisorCRM is an AI-powered client engagement solution that unifies onboarding, communication, and other processes for financial advisors.

Advisors Assistant

Est. 1985·🇺🇸LittletonLittleton, United States

Advisors Assistant provides software solutions for the financial services industry, focusing on contact management, CRM, portfolio management, and insurance tracking. It is designed for registered representatives, insurance agents, and financial planners.

Altitude

Est. 2018·🇫🇷CHAMONIX-MONT-BLANCCHAMONIX-MONT-BLANC, France

Altitude Financial Management guides individuals through financial planning across various life stages, focusing on aligning current finances with future goals.

Concenter Services XLR8

Est. 2010·🇺🇸FriscoFrisco, United States

XLR8 is a highly customized version of Salesforce built specifically for the Financial Services industry, tailored for Financial Advisors, Wealth Managers, and Financial Planners.

iPaladin

Est. 2010

iPaladin provides a comprehensive governance system designed specifically for family offices, enabling them to manage capital calls, compliance, and decision-making processes effectively without relying solely on human memory.

Keap is a private company that offers an e-mail marketing and sales platform for small businesses, including products to manage customers, customer relationship management, marketing, and e-commerce.