Orion Advisor Technology specializes in providing comprehensive software solutions for financial advisors within the wealth management sector. The company offers a suite of products that facilitate portfolio accounting, client relationship management, and trading, as well as tools for risk assessment, regulatory compliance, and financial planning. Orion Advisor Technology was formerly known as Orion Advisor Services. It was founded in 1999 and is based in Omaha, Nebraska. Orion Advisor Technology operates as a subsidiary of Orion.

Advisor360 is a company that provides digital wealth management software for the financial services industry. Their main services include a wealth management platform that supports operations for financial advisors, facilitates client-advisor interactions, and addresses regulatory compliance. The company serves sectors including bank wealth management, insurance broker-dealers, independent broker-dealers, and RIA aggregators and roll-ups. It was founded in 2019 and is based in Weston, Massachusetts.

Magnus is a company operating in the financial technology sector that provides investment management services. It offers a platform that includes portfolio optimization, construction, rebalancing, and reporting, designed for individual and institutional investors. Magnus serves individual investors, portfolio advisors, and banks with quantitative tools. Magnus was formerly known as Akıllıfon. It was founded in 2018 and is based in Izmir, Turkey.

FNZ operates in the wealth management sector, providing a platform that combines technology with business and investment operations within the financial services industry. The company offers a wealth management platform that aims to facilitate the investment process for financial institutions and wealth managers. FNZ serves the wealth management sector, partnering with financial institutions and wealth managers to manage a substantial amount of assets under administration. It was founded in 2003 and is based in Edinburgh, United Kingdom.

Wealthfront specializes in wealth management and robo-advisory services. The company offers automated investing portfolios, cash accounts, and direct stock investing. Wealthfront serves individual investors looking for financial management and investment options. Wealthfront was formerly known as kaChing. It was founded in 2011 and is based in Palo Alto, California.

Ellevest is a financial services company that focuses on wealth accumulation and financial guidance with a specialization in serving women. The company offers online investing services, financial planning, and private wealth management tailored to address gender-specific financial challenges and goals. Ellevest primarily caters to individuals seeking personalized investment strategies and financial planning, with a particular emphasis on the unique financial needs of women. Ellevest was formerly known as Ellevate Financial, Inc.. It was founded in 2014 and is based in New York, New York.