Conneqtor Musings
Posts
Top 10 AdvisorTech to Watch on LinkedIn

Top 10 AdvisorTech to Watch on LinkedIn

2/12 - 2/19: Addepar adds 484 followers, Zocks leads % growth with 26%!

Joe Moss
February 19, 2024

Happy Monday!

Week 4 of AdvisorTech tracking!

Quick reminder about our webinar this Friday (23rd, 2pm ET):

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 2/12/24 through today:

Top 10 - LinkedIn Follower Growth
ProAdvisorSuite Vendor of the Week
Top 10 - LinkedIn Percentage Growth

Top 10 - LinkedIn Follower Growth

I’m always on the lookout for helpful data for analyzing advisortech. This week I’ll be adding a rating (out of 5.00) beside tech that has received a rating on either/both of the Kitces and T3 tech surveys.

If rated on both surveys, the rating is combined and divided by 4.
If rated on one of the surveys, the rating is divided by 2.
If the tech has multiple ratings in different categories, I’m using the highest rating.

🥇Addepar - Portfolio Mgmt. +484 (3.69)

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 +352

A global provider of insurance and investment software solutions.

www.linkedin.com/company/equisoft/

🥉Pontera - Portfolio Mgmt. +350 (3.69)

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

www.linkedin.com/company/pontera/

YCharts - Investment Data/Analytics +168 (4.15)

Enabling smarter investment decisions and better client communications.

www.linkedin.com/company/ycharts/

OnceHub - Schedule Apps +148 (3.97)

When easy scheduling isn’t enough.

www.linkedin.com/company/oncehub/

SEI - Custodial Platform +144 (4.05)

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

www.linkedin.com/company/sei/

Orion - Portfolio Management +141 (3.89)

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

www.linkedin.com/company/orionwealthtech/

Global Relay - Communications Archiving +132 (3.80)

Leader in compliant communications archiving, messaging, supervision, information governance, and eDiscovery.

www.linkedin.com/company/global-relay/

Vestwell - 401k Implementation +129

Vestwell is the modern fintech engine powering savings and investment programs for small businesses and individuals.

www.linkedin.com/company/vestwell/

Altruist - Custodial Platform +123 (4.58)

The only modern custodian built exclusively for RIAs.

www.linkedin.com/company/altruistcorp/

ProAdvisorSuite Vendor of the Week

In partnership with:

In addition to Portfolio Analysis & Proposal Generation, YourStake recently launched their own Risk Tolerance Questionnaire.

Now you can factor in the prospect’s risk score along with your portfolio analysis and proposals.

Click here for an example of the Questionnaire.

Top 10 - LinkedIn Percentage Growth

Filtered for companies with 99+ followers

🥇Zocks - Client Meeting Support 26%

Capture data that matters from conversations.

www.linkedin.com/company/zocks/

🥈Datalign Advisory - Advisor Lead Gen 12%

Simplify your search for the right financial advisor.

www.linkedin.com/company/datalignadvisory/

🥉Buckler - Cybersecurity 9% (4.20)

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/

Forms Logic - Workflow Support 8%

Changing the way companies manage data.

www.linkedin.com/company/forms-logic/

FinMate AI - Client Meeting Support 7%

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

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

AdvisorBOB - Advisory Fee Billing 6% (3.55)

AdvisorBOB is an all-encompassing financial advisor compensation software for RIA back office staff and advisors.

www.linkedin.com/company/advisorbob/

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/