Top 10 AdvisorTech to Watch on LinkedIn

3/4 - 3/11: Addepar adds 461 followers, Buckler leads % growth with 129%!

Author

Joe Moss
March 11, 2024

Good afternoon!

I recently started posting some tech stacks of advisors I’ve been talking to, and this one got some attention:

View the tech stacks here. What do you think, is this too many tools? How to fix it?

So let’s get started! This is from 3/4/24 through today:

Top 10 - LinkedIn Follower Growth

🥇Addepar - Portfolio Mgmt. +461

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

www.linkedin.com/company/addepar/

🥈Pontera - Portfolio Mgmt. +391

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

www.linkedin.com/company/pontera/

🥉ACA Group - Compliance +352

ACA Group (“ACA”) is the leading governance, risk, and compliance (GRC) advisor in financial services.

www.linkedin.com/company/acagroup/

Practifi - CRM +311

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

www.linkedin.com/company/practifi/

Buckler - Cybersecurity +257

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/

VRGL Wealth - Sales Enablement +201

Accelerating the client acquisition process for financial advisors and bringing transparency to wealth management.

www.linkedin.com/company/vrgl/

Pershing - Custodial Platform +188

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/

Monarch Money - Client Portal +174

A financial coach in your pocket. Get personalized advice on how to best grow your money.

www.linkedin.com/company/monarch-money/

Orion Advisor Services - Portfolio Management +143

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

www.linkedin.com/company/orionwealthtech/

SEI - Custodial Platform +136

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

www.linkedin.com/company/sei/

ProAdvisorSuite Vendor of the Week

In partnership with:

Amplify Reviews

Compliant Online Reviews for Financial Advisors

amplifyreviews.com

See Amplify Review’s widgets on the Conneqtor website.

Top 10 - LinkedIn Percentage Growth

Filtered for companies with 99+ followers

🥇Buckler - Cybersecurity 129%

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/

🥈Amplify Reviews - Advisor Reviews 31%

Online Ratings and Reviews for Financial Advisors. Robust platform designed with regulatory compliance in mind.

www.linkedin.com/company/amplify-reviews/

🥉Datalign Advisory - Advisor Lead Gen 13%

Simplify your search for the right financial advisor.

www.linkedin.com/company/datalignadvisory/

TIFIN AG - Prospecting 11%

TIFIN AG is your Partner for Asset Growth.

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

Visory - Managed Service Provider 11%

Solutions. Support. Security. Tailored tech to grow your business.

www.linkedin.com/company/visorysolutions/

Monarch Money - Client Portal 7%

A financial coach in your pocket. Get personalized advice on how to best grow your money.

www.linkedin.com/company/monarch-money/

Finny - Prospecting 5%

Grow your book of business by leveraging machine learning to identify and prioritize high quality prospects

www.linkedin.com/company/finnyai/

Powder - Sales Enablement 5%

Gen-AI sales co-analyst for wealth advisors.

www.linkedin.com/company/powderfinance/

Income Discovery - Retirement 5%

Income Discovery streamlines retiree disbursals with a consistent, tax-optimized payment – a Paycheck.

www.linkedin.com/company/income-discovery/

Milemarker - Advisor Data Warehousing 5%

Supercharge Your Firm's Growth

www.linkedin.com/company/milemarkerinc/

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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