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Top 10 AdvisorTech to Watch on LinkedIn

Top 10 AdvisorTech to Watch on LinkedIn

1/29 - 2/5: Pontera adds 457 followers, FP Alpha leads % growth with 13%!

Joe Moss
February 05, 2024

Happy Monday!

Week 2 of AdvisorTech tracking - this is going to be very interesting over the long haul!

The top 3 in percentage growth are new this week, check them out:

FP Alpha - Scale advanced planning by uploading clients’ tax, legal and insurance documents
Savology - Better financial wellness for better outcomes
Joot - Compliance Made Easy

So let’s get started! This is from 1/29/24 through today:

Top 10 - LinkedIn Follower Growth
ProAdvisorSuite Vendor of the Week
- The Kitces and T3 advisortech surveys agree - the …
- Talk about some serious ROI.
Top 10 - LinkedIn Percentage Growth

Top 10 - LinkedIn Follower Growth

🥇Pontera - Portfolio Mgmt. +457

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. +403

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

www.linkedin.com/company/addepar/

🥉FP Alpha - Specialized Planning +372

Where AI meets financial planning. Enabling advisors to transform client data into comprehensive financial plans.

www.linkedin.com/company/fp-alpha/

Equisoft - CRM+other stuff +293

A global provider of insurance and investment software solutions.

www.linkedin.com/company/equisoft/

YCharts - Investment Data/Analytics +205

Enabling smarter investment decisions and better client communications.

www.linkedin.com/company/ycharts/

Savology - Planning Light +181

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

www.linkedin.com/company/savology/

Vanilla - Estate +172

Making Estate Planning Simple for Financial Advisors

www.linkedin.com/company/justvanilla/

Orion - Portfolio Management +156

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

www.linkedin.com/company/orionwealthtech/

SEI - Custodial Platform +155

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

www.linkedin.com/company/sei/

BNY Mellon | Pershing - Custodial Platform +133

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation.

www.linkedin.com/company/bnymellonpershing/

ProAdvisorSuite Vendor of the Week

In partnership with

Simplicity Ops

Does your RIA feel stuck? Trying to scale and grow but you don't have the right operations in place? Let Simplicity Ops take the load off of you. We design and implement operational systems to scale your RIA and help your firm run like clock work.

www.simplicityoperations.com