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    Advisor Engine

    Category
    Data Aggregation
    HQ
    United States of America

    A pioneer in digital wealth management technology, AdvisorEngine was the first company to integrate private-label robo-advice within a full enterprise B2B digital wealth management technology platform. Built from the beginning specifically for financial advisors, AdvisorEngine enables advisors to serve traditional wealth management clients and fully digital clients entirely from a single platform.
    From online account opening and report automation to comprehensive API platforms—and everything in between—AdvisorEngine provides the tools advisors need to scale more efficiently and compete more effectively.

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    Chief Investment Officer

    Multi Family Office in the US

    Some companies with in depth profiles

    WIZE by TeamWork

    Category
    Portfolio Management
    HQ
    Switzerland

    The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

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    Addepar

    Category
    Consolidated Reporting
    HQ
    United States of America

    Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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