T3 Edition - Top 10 AdvisorTech to Watch on LinkedIn

1/22 - 1/29: Pontera adds 504 followers, Panoramix leads % growth with 9%!

Author

Joe Moss
January 30, 2024

Happy Monday!

On the heels of the T3 conference, I’m starting to put together LinkedIn stats for advisortech companies.

Now honestly, this was a bit more interesting to decide who to include - like Salesforce, Microsoft… they’re just way too big and not advisor-specific. So I removed the big non-industry-specific ones.

Also companies that the advisortech product is just one of the things they offer, yet the LinkedIn page is for the whole company - those aren’t really relevant either.

Then there’s some global financy-type companies or just not specific to the independent advisor… like Bloomberg?

I am open to feedback on who I should include or not. I guess mostly not, because you can’t see who I’ve already excluded. :)

Anyway, I did my best! Here’s what we got.

So let’s get started! This is from 1/22/24 through today:

Top 10 - LinkedIn Follower Growth

🥇Pontera - Portfolio Mgmt. +504

Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor.

www.linkedin.com/company/pontera/

🥈Addepar - Portfolio Mgmt. +427

Addepar is a global tech and data company that helps investment professionals provide better guidance for their clients.

www.linkedin.com/company/addepar/

🥉Equisoft - CRM+other stuff +341

A global provider of insurance and investment software solutions.

www.linkedin.com/company/equisoft/

Vanilla - Estate +337

Making Estate Planning Simple for Financial Advisors

www.linkedin.com/company/justvanilla/

Practifi - CRM +290

Practifi is the performance optimization platform purpose-built for the wealth management industry.

www.linkedin.com/company/practifi/

Corvee - Tax +249

Corvee empowers accounting and tax professionals with a suite of solutions to build, grow and optimize their firms.

www.linkedin.com/company/corveetax/

Orion - Portfolio Management +203

Power your growth and scale your business with Orion’s fully connected technology and investment solutions.

www.linkedin.com/company/orionwealthtech/

intelliflo - Rebalancing +167

intelliflo widens access to financial advice through leading technology which powers the financial advisory experience.

www.linkedin.com/company/intelliflo/

SEI - Custodial Platform +165

SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry.

www.linkedin.com/company/sei/

Altruist - Custodial Platform +151

The only modern custodian built exclusively for RIAs. Altruist Financial LLC, Member FINRA/SIPC

www.linkedin.com/company/altruistcorp/

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Top 10 - LinkedIn Percentage Growth

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