Industries
Our Fintech Communities
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Addepar is a wealth management platform that specializes in data aggregation, analytics and performance reporting.
SS&C Advent delivers technology solutions and services to financial services clients big and small around the globe.
AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients
Through Applink™ integration solution, advisors can seamlessly access tools for CRM, portfolio management, risk management and more.
AllData Advisor® from Fiserv automates the creation of a consolidated view of client assets and liabilities.
AllData PFM is a value-added solution that helps your customers develop a complete financial picture across all their online accounts and institutions.
Apex offers account and cash management, paperless account opening and funding processing, automated rebalancing, investment planning, portfolio construction, and other back office services.
Aqumulate is a technology firm designing software to aggregate financial data of clients.
Blueleaf is a provider of Financial Relationship Management Software.
Borrowell is a Canadian company dedicated to making financial stability possible for everyone.
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
Bridge automates RIA workflow promoting growth, quality, and rapid response.