Top 200+/- AdvisorTech to Watch on LinkedIn

3/18 - 3/25: Addepar adds 417 followers, Jump leads % growth with 97%

Author

Joe Moss
March 25, 2024

Good afternoon!

Ditto on the AdvicerTech. Sometimes its nice to pull up a bit and get a larger view.

So let’s get started! This is from 3/18/24 through today:

Top 100 - LinkedIn Follower Growth

  1. Addepar - Portfolio Management +417

  2. Pontera - Portfolio Management +340

  3. TradePMR - Custodial Platform +267

  4. ACA Group - Compliance +251

  5. Nitrogen - Sales Enablement +226

  6. Asset-Map - Financial Planning +211

  7. BNY Mellon | Pershing - Custodial Platform +184

  8. Orion Advisor Services - Portfolio Management +153

  9. SEI - Custodial Platform +150

  10. eMoney Advisor - Financial Planning +132

  11. Fidelity Wealthscape - Custodial Platform +113

  12. GlobalRelay - Communications Archiving +112

  13. Ebix SmartOffice - CRM +104

  14. Altruist - Custodial Platform +102

  15. Apex Clearing - Custodial Platform +99

  16. Canoe Intelligence - Investment Data/Analytics +91

  17. MarketDesk - Digital Marketing +90

  18. Citrix ShareFile - Document Management +90

  19. intelliflo - Rebalancing Only +90

  20. First Rate - Performance Reporting +87

  21. YCharts - Investment Data/Analytics +84

  22. Vanilla - Estate +81

  23. InvestCloud - Client Portal +78

  24. Schwab Advisor Services - Custodial Platform +72

  25. Vestwell - 401(k) Implementation +70

  26. Jump - Client Meeting Support +70

  27. Visory - Managed Service Provider +64

  28. AssetMark - Custodial Platform +61

  29. AssetBook - Performance Reporting +60

  30. FP Alpha - Tax Planning +60

  31. Datalign Advisory - Advisor Lead Gen +59

  32. Monarch - Client Portal +59

  33. Zoe Financial - Advisor Lead Gen +59

  34. VRGL Wealth - Sales Enablement +56

  35. RightCapital - Financial Planning +53

  36. BITA - Investment Data/Analytics +51

  37. SmartAsset - Advisor Lead Gen +50

  38. Wealthbox - CRM +49

  39. Buckler - Cybersecurity +46

  40. Venn - Managed Service Provider +46

  41. Vestmark - Portfolio Management +46

  42. FinChat - Investment Data/Analytics +43

  43. Corvee - Tax Planning +43

  44. DocuPace - Workflow Support +42

  45. NetDocuments - Document Management +42

  46. Practifi - CRM Overlay +41

  47. Masttro - Account Aggregation +41

  48. Equilar - Prospecting +40

  49. Income Discovery - Retirement +39

  50. Holistiplan - Tax Planning +39

  51. Shaping Wealth - Behavioral Assessments +39

  52. Hearsay - SMS / Texting +38

  53. Timeline App - Retirement +36

  54. Boosted.ai - Investment Data/Analytics +35

  55. Powder - Sales Enablement +33

  56. Envestnet Yodlee - Account Aggregation +33

  57. TIFIN AG - Prospecting +31

  58. Laserfiche - Document Management +31

  59. Redtail - CRM +30

  60. InvestSuite StoryTeller - Advice Engagement +30

  61. Advisor360 - Portfolio Management +30

  62. Finny - Prospecting +29

  63. Harness Wealth - Advisor Lead Gen +29

  64. Voyant - Financial Planning +28

  65. Levitate - Digital Marketing +27

  66. MyComplianceOffice - Compliance +27

  67. Advyzon - Portfolio Management +26

  68. HeyKyra - Sales Enablement +25

  69. Ortec Finance - Investment Data/Analytics +25

  70. Forms Logic - Workflow Support +25

  71. InvestorCOM - Compliance +24

  72. Income Lab - Retirement +24

  73. Onramp Invest - Specialized: Other +22

  74. FMG Suite - Website +22

  75. Envestnet Tamarac - Portfolio Management +22

  76. AdvisorEngine - CRM +21

  77. Arch - Account Aggregation +20

  78. Simplicity Ops - AdvisorTech Consultant +20

  79. Blue Vault - Investment Data/Analytics +19

  80. CFRA - Investment Data/Analytics +19

  81. SS&C Advent Salentica - CRM Overlay +19

  82. WealthConnect - CRM Overlay +19

  83. AdvicePay - Advisory Fee Billing +18

  84. advisor.cash by StoneCastle - Cash Management +17

  85. aidentified - Prospecting +16

  86. MoneyGuidePro - Financial Planning +16

  87. CapIntel - Sales Enablement +16

  88. Carefull - Specialized: Other +15

  89. Betterment for Advisors - Custodial Platform +15

  90. RIA University - RIA Education +14

  91. Arcons Technology - Portfolio Management +14

  92. FIN Compliance - Compliance +14

  93. Venn by Two Sigma - Investment Data/Analytics +14

  94. Skience - CRM Overlay +14

  95. Amplify Reviews - Digital Marketing +13

  96. ProAdvisorSuite - Tech Discounts +13

  97. YourStake - Investment Data/Analytics +13

  98. Flourish Cash - Cash Management +13

  99. OnceHub - Schedule Apps +13

  100. Milemarker - Advisor Data Warehousing +12

ProAdvisorSuite Vendor of the Week

In partnership with:

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The purpose of Asset-Map isn’t to elevate the technology, but to make it fade to the background and elevate the human advisor.

After all, its humans that are at the center of it all:

Top 100 - LinkedIn Percentage Growth

Filtered for companies with 99+ followers

  1. Jump - Client Meeting Support 97%

  2. Datalign Advisory - Advisor Lead Gen 23%

  3. Forms Logic - Workflow Support 17%

  4. Visory - Managed Service Provider 14%

  5. RIA University - RIA Education 13%

  6. TIFIN AG - Prospecting 11%

  7. Amplify Reviews - Digital Marketing 10%

  8. Finny - Prospecting 9%

  9. TradePMR - Custodial Platform 8%

  10. CurrentClient - SMS / Texting 7%

  11. Buckler - Cybersecurity 7%

  12. AssetBook - Performance Reporting 5%

  13. Powder - Sales Enablement 5%

  14. HeyKyra - Sales Enablement 4%

  15. ARQA - Investment Data/Analytics 4%

  16. Shaping Wealth - Behavioral Assessments 3%

  17. MarketDesk - Digital Marketing 3%

  18. AssetSprout - Performance Reporting 3%

  19. Testimonial IQ - Digital Marketing 3%

  20. Venn - Managed Service Provider 3%

  21. FinChat - Investment Data/Analytics 2%

  22. Income Discovery - Retirement 2%

  23. advisor.cash by StoneCastle - Cash Management 2%

  24. ProjectionLab - Planning Light 2%

  25. XLR8 - CRM Overlay 2%

  26. First Rate - Performance Reporting 2%

  27. Asset-Map - Financial Planning 2%

  28. Monarch - Client Portal 2%

  29. ProAdvisorSuite - Tech Discounts 2%

  30. Arcons Technology - Portfolio Management 2%

  31. Holistiplan - Tax Planning 2%

  32. Milemarker - Advisor Data Warehousing 2%

  33. Simplicity Ops - AdvisorTech Consultant 2%

  34. FP Alpha - Tax Planning 2%

  35. Trayecto - Equity Comp 2%

  36. Canoe Intelligence - Investment Data/Analytics 2%

  37. FinMate AI - Client Meeting Support 1%

  38. Harness Wealth - Advisor Lead Gen 1%

  39. Timeline App - Retirement 1%

  40. Panoramix - Portfolio Management 1%

  41. Clearnomics - Digital Marketing 1%

  42. Masttro - Account Aggregation 1%

  43. Addepar - Portfolio Management 1%

  44. Pontera - Portfolio Management 1%

  45. Dispatch - Data Warehousing 1%

  46. ACA Group - Compliance 1%

  47. EncorEstate Plans - Estate 1%

  48. RightCapital - Financial Planning 1%

  49. Money Pickle - Advisor Lead Gen 1%

  50. OnBord - Digital Onboarding 1%

  51. RIA Compliance Technology - Compliance 1%

  52. Future Capital - Held-Away Assets 1%

  53. FIN Compliance - Compliance 1%

  54. Elements - Sales Enablement - Sales Enablement 1%

  55. InvestorCOM - Compliance 1%

  56. Wealthawk - Prospecting 1%

  57. Blue Vault - Investment Data/Analytics 1%

  58. FusionIQ - Digital Onboarding 1%

  59. Wealthbox - CRM 1%

  60. Betterment for Advisors - Custodial Platform 1%

  61. YourStake - Investment Data/Analytics 1%

  62. FiduciaryRx - 401(k) Proposals 1%

  63. Andes Wealth - Behavioral Assessments 1%

  64. Sandbox Wealth - 1%

  65. Telemet Orion - Investment Data/Analytics 1%

  66. AdvicePay - Advisory Fee Billing 1%

  67. VRGL Wealth - Sales Enablement 1%

  68. Nitrogen - Sales Enablement 1%

  69. SoftPak - Rebalancing Only 1%

  70. aidentified - Prospecting 1%

  71. Voyant - Financial Planning 1%

  72. MessageWatcher - Communications Archiving 1%

  73. Pulse360 - Client Meeting Support 1%

  74. Zoe Financial - Advisor Lead Gen 1%

  75. WealthTender - Advisor Lead Gen 1%

  76. Finology - Education Planning 1%

  77. Absolute Engagement - Client Feedback 1%

  78. AdvisorFinder - Advisor Lead Gen 1%

  79. Prismm - Legacy Planning 1%

  80. GlobalRelay - Communications Archiving 1%

  81. Income Lab - Retirement 1%

  82. NumberCruncher - Estate 1%

  83. Vanilla - Estate 1%

  84. Altruist - Custodial Platform 1%

  85. Citrix ShareFile - Document Management 1%

  86. DocuPace - Workflow Support 1%

  87. Vestwell - 401(k) Implementation 1%

  88. Zocks - Client Meeting Support 1%

  89. Red Oak Compliance - Compliance 1%

  90. Vestmark - Portfolio Management 1%

  91. Carefull - Specialized: Other 1%

  92. Rainbook - Advisor Lead Gen 1%

  93. Amplify - Portfolio Management 1%

  94. BITA - Investment Data/Analytics 1%

  95. The Oasis Group - AdvisorTech Consultant 1%

  96. CloudScale365 - Managed Service Provider 1%

  97. Smart Kx - Advisory Fee Billing 1%

  98. Apex Clearing - Custodial Platform 1%

  99. Hadrius - Compliance 1%

  100. Arch - Account Aggregation 1%

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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