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Top 10 AdvisorTech to Watch on LinkedIn

Top 10 AdvisorTech to Watch on LinkedIn

3/11 - 3/18: ACA Group adds 612 followers, Buckler leads % growth with 46%!

Joe Moss
March 18, 2024

Good afternoon!

Last quarter I complained that the AdvisorHub magazine had too many ties in it.

I’m happy to report that the issue that just came out has 88.9% fewer ties.

To be exact, last issue had 45 ties in it, this one has 5.

Now I’m not going to take credit for that… but Derek could:

Want to be more joyful, relaxed, and productive in the work you do?

Cut the tie!

Derek N.H. Notman, CFP® - Post here

Wishing you a joyful, relaxed, and productive day!

So let’s get started! This is from 3/11/24 through today:

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

Top 10 - LinkedIn Follower Growth

🥇ACA Group - Compliance +612

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

www.linkedin.com/company/acagroup/

🥈Addepar - Portfolio Mgmt. +575

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. +303

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

www.linkedin.com/company/pontera/

Buckler - Cybersecurity +209

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 +199

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

www.linkedin.com/company/vrgl/

Pershing - Custodial Platform +156

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/

Practifi - CRM +155

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

www.linkedin.com/company/practifi/

Orion Advisor Services - Portfolio Management +153

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

www.linkedin.com/company/orionwealthtech/

SEI - Custodial Platform +147

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

www.linkedin.com/company/sei/

Asset-Map - Financial Planning +129

We combine design thinking and personal finance to communicate a household's complete financial picture and wellness.

www.linkedin.com/company/asset-map/

ProAdvisorSuite Vendor of the Week

In partnership with:

AI Portfolio Analysis and Proposal Generation with Advisor Core

Make portfolio management effortless with our AI-enhanced tool. Get valuable insights that might go unnoticed by the human eye, giving you a competitive edge to new client prospects. Experience the difference for yourself today with Advisor Core!

yourstake.org/advisor-core/portfolio-analysis-and-proposal-generation

Whether you're looking to attract new clients, deepen existing relationships, or simply stay ahead of the curve in an ever-changing industry, YourStake is the partner you need to thrive as an RIA.

Top 10 - LinkedIn Percentage Growth

Filtered for companies with 99+ followers

🥇Buckler - Cybersecurity 46%

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/

🥈Bequest Finance - Legacy Planning 16%

RUFADAA-compliant planning flows for digital assets. Backed by Mark Cuban.

www.linkedin.com/company/bequest-finance/

🥉Visory - Managed Service Provider 14%

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

www.linkedin.com/company/visorysolutions/

Amplify Reviews - Advisor Reviews 13%

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

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

Testimonial iQ - Advisor Reviews 13%

Built for financial advisers from the ground up | Techstars ‘23

www.linkedin.com/company/testimonial-iq/

ARQA - Investment Data/Analytics 10%

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/