Top 10 AdvisorTech to Watch on LinkedIn

2/5 - 2/12: Pontera adds 447 followers, Buckler leads % growth with 26%!

Author

Joe Moss
February 12, 2024

Happy Monday!

Week 3 of AdvisorTech tracking!

A peek behind the scenes this week:

Savology and NewRetirement showed up on both lists - showing possibly an increased interest in Planning Light as a category.

I have a theory that the Planning Light and Advice Engagement categories will move toward the front of “Client-facing” tech as the traditional financial planning tools move to the background.

Stay tuned for a webinar on Feb 23rd all about this - I’ll be interviewing four advisors about the “Financial Planning” and “Advice Engagement” tools they’re using, and how they’re using them.

So let’s get started! This is from 2/5/24 through today:

Top 10 - LinkedIn Follower Growth

🥇Pontera - Portfolio Mgmt. +447

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. +412

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

www.linkedin.com/company/addepar/

🥉Nitrogen - Sales Enablement +291

The growth platform for wealth management firms. Makers of Riskalyze since 2011.

www.linkedin.com/company/nitrogenwealth/

Savology - Planning Light +283

Improving Americans' financial security with digital financial planning and financial wellness benefits.

www.linkedin.com/company/savology/

SEI - Custodial Platform +205

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

www.linkedin.com/company/sei/

Equisoft - CRM+other stuff +189

A global provider of insurance and investment software solutions.

www.linkedin.com/company/equisoft/

Docupace - Workflow Support +176

An Operating System for a Paper-based World

www.linkedin.com/company/docupace-technologies/

NewRetirement - Planning Light +164

Making financial planning more understandable and effective for a person’s entire life

www.linkedin.com/company/newretirement/

Orion - Portfolio Management +141

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

www.linkedin.com/company/orionwealthtech/

Altruist - Custodial Platform +137

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

www.linkedin.com/company/altruistcorp/

Account opening got you down?

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OnBord is a simple, secure tool with automated compliance features that will save you time and money onboarding new clients.

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Top 10 - LinkedIn Percentage Growth

Filtered for companies with 99+ followers

🥇Buckler - Cybersecurity 26%

Buckler is a Cybersecurity Program Management System developed specifically for highly regulated industries and organizations facing increasing regulatory requirements.

www.linkedin.com/company/buckler-app/

🥈FinMate AI - Client Meeting Support 22%

Financial Advisor AI Assistant, save hours a week offloading structured notetaking

www.linkedin.com/company/finmate-ai/

🥈Savology - Planning Light 16%

Improving Americans' financial security with digital financial planning and financial wellness benefits.

www.linkedin.com/company/savology/

Due Dilligence Works - Compliance 9%

Due Diligence & Product Shelf Management, helping firms achieve Best Interest Advice & meet Impartial Conduct Standards.

www.linkedin.com/company/duediligenceworks/

🥉Joot - Compliance 9%

Compliance expertise and services for small to mid-sized registered investment advisors.

www.linkedin.com/company/joot-io/

TIFIN AG - Prospecting 6%

TIFIN AG is your Partner for Asset Growth.

www.linkedin.com/company/tifin-ag/

ARQA - Investment Data/Analytics 6%

ARQA is on a mission to empower high-net-worth individuals, family offices, investment advisors, and institutions by delivering swift and insightful access to extensive information within their portfolios.

www.linkedin.com/company/arqa-ai/

NewRetirement - Planning Light 5%

Making financial planning more understandable and effective for a person’s entire life.

www.linkedin.com/company/newretirement/

Hadrius - Compliance 5%

The 1st AI-Powered Financial Compliance Platform.

www.linkedin.com/company/hadrius/

ProAdvisorSuite - Tech Discounts 5%

Join the conversation and save on your technology tools.

www.linkedin.com/company/proadvisorsuite/

Thanks for reading! Let me know if you come across any cool new companies I may not have on the list yet.

Warmly,

Joe Moss

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