Top 10 AdvisorTech to Watch on LinkedIn + Interactive Poll

4/15 - 4/29: Vanilla adds 1,241 followers, TIFIN AG leads % growth with 19%!

Author

Joe Moss
April 29, 2024

Good afternoon!

Last time I had a poll about re-purposing content - here are the results:

Do you re-purpose your content for multiple mediums?

🟩🟩🟩🟩🟩🟩 Yes (21)

🟨🟨🟨🟨⬜️⬜️ No (17)

🟨🟨🟨⬜️⬜️⬜️ Sometimes (12)

🟨🟨🟨⬜️⬜️⬜️ I wish I had the time! (13)

63 Votes

Today’s question:

You can join only one community, which do you join?

Includes community feed, courses, and online events

Login or Subscribe to participate in polls.

Thanks for your feedback! ;)

So let’s get started! This is from 4/15/24 through today:

Top 10 - LinkedIn Follower Growth

🥇Vanilla - Estate Planning +1,241

Making Estate Planning Simple for Financial Advisors

www.linkedin.com/company/justvanilla/

🥈ACA Group - Compliance +921

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

www.linkedin.com/company/acagroup/

🥉Advisor360 - Portfolio Mgmt +725

The holistic wealth management platform that accelerates your digital transformation

www.linkedin.com/company/advisor360/

Pontera - Portfolio Mgmt. +473

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

www.linkedin.com/company/pontera/

Pershing - Custodial Platform +449

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/

Koyfin - Investment Data/Analytics +436

The ultimate investing platform for financial data and analytics

www.linkedin.com/company/koyfincharts/

Nitrogen - Sales Enablement +425

The growth platform for wealth management firms. Makers of Riskalyze since 2011.

www.linkedin.com/company/nitrogenwealth/

Canoe Intelligence - Investment Data/Analytics +413

Guiding the industry forward with smarter alts management

www.linkedin.com/company/canoe-intelligence/

Addepar - Portfolio Mgmt. +408

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

www.linkedin.com/company/addepar/

Monarch Money - Client Portal +340

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

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

ProAdvisorSuite Vendor of the Week

In partnership with:

Forms Logic

REVOLUTIONIZING THE WAY ORGANIZATIONS MANAGE DATA & PAPERWORK

www.formslogic.com

Quick question:

do you own the data on your forms?

Once the form is filled out and submitted to wherever it goes… do you capture all that data and store it somewhere?

With Forms Logic, every field completed on a form is stored in a central database and that data can be used again and again.

Top 10 - LinkedIn Percentage Growth

Filtered for companies with 99+ followers

🥇TIFIN AG - Prospecting 19%

TIFIN AG is your Partner for Asset Growth.

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

🥈Datalign Advisory - Advisor Lead Gen 19%

Simplify your search for the right financial advisor.

www.linkedin.com/company/datalignadvisory/

🥉Jump - Client Meeting Support 16%

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

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

WealthFeed - Prospecting 14%

AI-Powered Money-in-Motion Platform for Client Acquisition and Retention

www.linkedin.com/company/wealthfeed

Testimonial iQ - Advisor Reviews 13%

Testimonial IQ helps financial advisors build trust and grow their businesses by establishing, growing and nurturing their online reputation.

www.linkedin.com/company/testimonial-iq

AssetSprout - Performance Reporting 12%

AssetSprout is renowned for its all-in-one financial planning platform, designed to simplify processes for advisors.

www.linkedin.com/company/assetsprout

Smartleaf - Rebalancing 12%

Personalized & Tax-Optimized Portfolios Made Simple

www.linkedin.com/company/smartleaf

Monarch Money - Client Portal 11%

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

www.linkedin.com/company/monarch-money

Hadrius - Compliance 10%

The Financial Compliance Copilot

www.linkedin.com/company/hadrius

Vanilla - Estate Planning 10%

Making Estate Planning Simple for Financial Advisors

www.linkedin.com/company/justvanilla

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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