Toggle navigation
Join
Expert Insights
List of Experts
Expert Interviews
Guest Posts
Company Insights
List of Companies
Research and Analysis
Weekly News
Press Releases
Wealth & Technologies
Domain Knowledge
Technologies
Industry Overview
WealthTech Cookbook
WealthTech Events
About & Contact
SUBSCRIBE
Subscribe to WealthTech Club
×
SEARCH
×
#acquisitions
#activist investing
#alternative investments
#api
#architecture
#artificial intelligence
#asset allocation
#asset management
#assets and securities
#automation tools
#b2b platform
#b2b robo-advisor
#b2b2c platform
#b2c robo-advisor
#backend
#base of solutions
#behavioral analytics
#big data
#billing
#black-litterman model
#blockchain
#bnpl
#brokerage
#business challenges
#business management
#capital asset pricing model
#capital markets
#client engagement
#cloud
#communication
#community
#compliance
#continuous integration
#cost
#creator funding
#crm
#custodian
#customization
#cybersecurity
#data aggregation
#data storing
#data transformation
#database
#dev team
#development time
#digital advising
#digitization
#documenting
#Docupace
#domain knowledge
#ecosystem
#efficient frontier
#ESG
#etl
#experience in domain
#fama-french model
#financial advisor
#financial planning
#financial services
#financial terminology
#fintech
#Fintech events
#fractional investment
#fraud prevention
#frontend
#funding rounds
#industry trends
#innovation
#integration
#integrations
#investment strategy
#investor
#java
#job market
#knowledge sharing
#knowledge transfer
#leadership
#lending
#machine learning
#marketing
#microservices
#modern portfolio theory
#news
#onboarding
#partnership
#payment
#payments
#paytech
#portfolio management
#portfolio return
#portfolio variance
#post-acquisition
#ppp
#PreciseFP
#quality of development
#quantitative analisys
#rebalancing
#regulations
#reporting
#retirement platform
#risk analysis
#risk profiling
#risk tolerance
#robo-advisor
#saas
#salesforce
#security
#services
#sharpe ratio
#software development
#subscription
#sustainable investment
#tax management
#tech stack
#technologies
#time horizon
#tools
#trading
#understanding processes
#vendor
#visualization
#wealth
#wealth management
#wealthtech
#wealthtech news
#wealthtech software
#white-label software
List of Companies
114
Club Members
377
Total Companies
Filter by:
All
Analytics
B2B Software
Banking
Brokerage
Club Members
CRM
Custodian
Financial Planning
Insurance
Investment
Marketing
Micro-investing
Payment Processing
Payments
Portfolio Management
Rebalancing
Retirement
Risk Profiling
Tax Management
Trading
E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.
Research is not available
Banking
Brokerage
Custodian
Investment
Easyfolio
Easyfolio is a German financial services company that enables its customers to invest in diversified portfolios.
Research is not available
Financial Planning
Investment
Risk Profiling
Eaton Vance
Eaton Vance provides advanced investing and wealth management solutions to financial advisors, high-net-worth individuals and institutional investors.
Research is not available
Investment
Ellevest
Ellevest is a US-based investment advisor that offers a robo-advisor designed specifically for women.
Research is not available
Insurance
Investment
Retirement
Tax Management
eMoney Advisor
eMoney Advisor Pennsylvania-based wealth planning system for financial advisors.
Research is not available
Analytics
B2B Software
Financial Planning
Investment
Empower Retirement
Empower Retirement is a retirement plan record keeping company.
Research is not available
B2B Software
Investment
Retirement
Envestnet
Envestnet provides financial and wealth management software for investment advisors and financial institutions. In 2015 Envestnet acquired Finance Logix (it provided financial planning software solutions to financial services firms).
Research is not available
B2B Software
Financial Planning
Investment
Retirement
EQIS Holdings
EQIS is a wealth management platform that develops investment strategies for investors and enables financial advisors to design customized portfolios for their clients.
Research is not available
B2B Software
Investment
Retirement
Estimize
Estimize is an open financial estimates platform which facilitates the aggregation of fundamental estimates from independent analysts.
Research is not available
Analytics
B2B Software
Investment
Trading
ETFmatic
ETFmatic is a provider of wealth management and automated investment service solutions for individual investors and businesses.
Research is not available
B2B Software
Investment
Rebalancing