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Top 10 AdvisorTech to Watch on LinkedIn

Top 10 AdvisorTech to Watch on LinkedIn

3/25 - 4/1: ACA Group adds 361 followers, Datalign Advisory leads % growth with 27%!

Joe Moss
April 01, 2024

Good afternoon!

The advisortech saga continues… In the April update of the Kitces advisortech map, 11 companies are being added!

For the list of our vendor partners, click here.

So let’s get started! This is from 3/25/24 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 +361

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

www.linkedin.com/company/acagroup/

🥈Addepar - Portfolio Mgmt. +308

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. +268

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

www.linkedin.com/company/pontera/

SS&C Advent - CRM Overlay +175

SS&C Advent, a business unit of SS&C Technologies, is helping over 4,300 investment firms in more than 50 countries—from established global institutions to small start-up practices—to grow their business and thrive.

www.linkedin.com/company/ssc-advent/

Asset-Map - Financial Planning +163

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

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

Pershing - Custodial Platform +155

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/

SEI - Custodial Platform +142

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

www.linkedin.com/company/sei/

Schwab Advisor Services - Custodial Platform +138

At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you.

www.linkedin.com/company/schwab-advisor-services/

Fidelity Wealthscape - Custodial Platform +137

Powering the growth of wealth management firms to help you be more.

www.linkedin.com/showcase/fidelity-for-wealth-managers/

Orion Advisor Services - Portfolio Management +126

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

www.linkedin.com/company/orionwealthtech/

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

🥇Datalign Advisory - Advisor Lead Gen 27%

Simplify your search for the right financial advisor.

www.linkedin.com/company/datalignadvisory/

🥈TIFIN AG - Prospecting 27%

TIFIN AG is your Partner for Asset Growth.

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

🥉Jump - Client Meeting Support 15%

Jump uses AI to help wealth managers automatically take notes, stay compliant, and update their CRM.

www.linkedin.com/company/jump-app-ai/

Buckler - Cybersecurity 8%

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/