Top 10 AdvisorTech to Watch on LinkedIn + Interactive Poll

4/29 - 5/13: Vanilla adds 823 followers, Jump leads % growth with 37%!

Author

Joe Moss
May 13, 2024

Good afternoon!

Last time I had a poll about advisor influencer communities:

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

🟩🟩🟩🟩🟩🟩 Michael Kitces' (8)

🟩🟩🟩🟩🟩🟩 Samantha Russell's (8)

🟨⬜️⬜️⬜️⬜️⬜️ Josh Brown's (2)

🟨⬜️⬜️⬜️⬜️⬜️ Morgan Housel's (2)

🟨⬜️⬜️⬜️⬜️⬜️ Carl Richard's (2)

22 Votes

Today’s question:

When do you plan to fully adopt AI into your AdvisorTech stack?

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Thanks for your feedback!

So let’s get started! This is from 4/29/24 through today:

Top 10 - LinkedIn Follower Growth

🥇Vanilla - Estate Planning +823

Making Estate Planning Simple for Financial Advisors

www.linkedin.com/company/justvanilla/

🥈Altruist - Custodial Platform +811

The only modern custodian built exclusively for RIAs.

www.linkedin.com/company/altruistcorp/

🥉Pontera - Portfolio Mgmt. +741

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

www.linkedin.com/company/pontera/

Addepar - Portfolio Mgmt. +464

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

www.linkedin.com/company/addepar/

ACA Group - Compliance +425

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

www.linkedin.com/company/acagroup/

Pershing - Custodial Platform +337

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/

Canoe Intelligence - Investment Data/Analytics +322

Guiding the industry forward with smarter alts management

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

Advisor360 - Portfolio Mgmt +306

The holistic wealth management platform that accelerates your digital transformation

www.linkedin.com/company/advisor360/

Hadrius - Compliance +284

The 1st AI-Powered Financial Compliance Platform.

www.linkedin.com/company/hadrius/

Global Relay - Comms. Archiving +281

Leader in compliant communications archiving, messaging, supervision, information governance, and eDiscovery.

www.linkedin.com/company/global-relay/

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

🥇Jump - Client Meeting Support 37%

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

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

🥈Hadrius - Compliance 21%

The 1st AI-Powered Financial Compliance Platform.

www.linkedin.com/company/hadrius

🥉Amplify Reviews - Advisor Reviews +18%

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

www.linkedin.com/company/amplify-reviews

WealthFeed - Prospecting 14%

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

www.linkedin.com/company/wealthfeed

Money Pickle - Lead Gen +13%

Get matched with a vetted financial advisor.

www.linkedin.com/company/money-pickle

Datalign Advisory - Advisor Lead Gen 13%

Simplify your search for the right financial advisor.

www.linkedin.com/company/datalignadvisory/

Forms Logic - Form Workflows +8%

Changing the way companies manage data

www.linkedin.com/company/forms-logic

TIFIN AG - Prospecting 7%

TIFIN AG is your Partner for Asset Growth.

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

Fiduciary Genius - Planning Light +7%

The automated step-by-step flow of a customized retirement plan report for your customer. Real math is made simple.

www.linkedin.com/company/fiduciary-genius

Vanilla - Estate Planning 6%

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 (especially AI-AdvisorTech).

Warmly,

Joe Moss

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