Data Warehouse Services

Broadridge

Est. 1962·🇺🇸New YorkNew York, United States·Public (BR)·14,000

Public (BR)

Broadridge Financial Solutions, Inc. (Broadridge) is a global financial technology company that provides investor communications and technology-driven solutions to banks, broker-dealers, asset and wealth managers and corporate issuers.

Invent

Est. 2016·🇺🇸New YorkNew York, United States·~100

$24.5M

Invent offers a cloud-native platform for financial advisors to manage portfolios and client relationships.

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.

AppCrown

Est. 2018·🇺🇸San DiegoSan Diego, United States·Private·~75

Private

AppCrown AdvisorForce solves fragmented data issues and delivers business intelligence for independent RIAs and IBDs, empowering critical business and client decisions.

Atomic Insights

Est. 2026·Seed·~25

$10M Seed

Atomic Insights is a payment workflow automation tool designed for RIAs and family offices, making money movement easy and compliant for wealth managers and client service teams.

BridgeFT

Est. 2023·🇺🇸New YorkNew York, United States·~40

$10M+

BridgeFT provides a cloud-based, API-first WealthTech infrastructure for financial data, advanced analytics, and mission-critical applications.

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.

Collation.ai

Est. 2021·🇺🇸San FranciscoSan Francisco, United States·Seed

Seed (Private)

Collation.AI provides AI infrastructure that automates reporting, analytics, and workflows for wealth managers, driving business efficiency and improving processes. Their technology focuses on transforming complex data into actionable insights using smart automation.

3X Equity

Est. 2019·🇺🇸ScottsdaleScottsdale, United States

3xEquity helps financial advisors secure multiple offers from top broker-dealers for a smooth transition to a new firm.

Apollo

Est. 1990·🇺🇸New YorkNew York, United States

Apollo is a global alternative investment manager providing capital solutions to companies and offering investment strategies across credit, private equity, and real estate for institutions and individuals.

Clarista

Est. 2022·🇺🇸New York CityNew York City, United States

Clarista is a vibe coding platform that helps enterprises rapidly build, deploy, and govern AI applications using their own data and infrastructure, ensuring compliance with security standards.

Data Box

Est. 2014·🇨🇦TorontoToronto, Canada

Wealthbox is a CRM platform tailored for financial advisors. It offers an intuitive user experience and seamless integration with leading custodial and wealth-tech partners.

Dispatch

Est. 2020·🇫🇷ParisParis, France

Dispatch provides a unified interface for account opening, client onboarding, and advisor transitions, ensuring smooth and efficient management of client data across custodians.

U.S.-based software company focused on agile engineering.