Best Financial Advisor or Wealth Management Platform, Tool or App


RobustWealth’s technology was developed for investment advisors to help optimize their practices. The platform seamlessly integrates an array of services into one integrated suite. Those features include: automated rebalancing, billing/remittance, document vaults, electronic account opening, institutional quality goal-&-risk based investment portfolios, and the open architecture use of investment options.

  • Rick Frisbie
  • +1 917-623-3423
  • 204 N Union Street, Lambertville, New Jersey, 8530, United States


StratiFi is the first intuitive, low cost and scalable portfolio hedging service that allows investors to use option overlays to protect portfolios against downside risk. Option overlays have been around for years, but the challenge of managing overlays has limited access to a small group of high net worth and institutional investors. StratiFi makes option overlays accessible to all investors by reducing cost and removing complexity.

  • Akhil Lodha
  • (415) 200-3507
  • 275 Sacramento Street 8th Floor, San Francisco, CA, 94111, United States


CBOE Vest’s technology group has launched a web platform enabling banks, brokers and wealth managers to create and trade custom-tailored investment products, using listed options, in seconds.

  • Linda Werner
  • 1765 Greensboro Station Place, McLean, Virginia, 22101, United States


A financial technology pioneer headquartered in the heart of San Francisco, MyVest combines best practices in wealth management with best-in-class technology. MyVest’s Strategic Portfolio System™ (SPS) is a cloud-based platform that enables holistic, client-centric wealth management across the entire enterprise in a single, unified system.

  • Charles Haims
  • 415-369-9511
  • 500 Howard Street, San Francisco, CA, 94105, United States


Truelytics is the business intelligence platform for Financial Advisors who want to optimally run, benchmark, and accurately value their practice.

  • Jeremi Karnell
  • 396 Washington St. #290, MA, Wellesley, 2481, USA


AdvisorEngine is a pioneer in digital wealth management technology as the first company to integrate a private-label robo-advice solution within a full enterprise B2B digital wealth management technology platform.

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  • 800-974-7753
  • 60 Hudson Street, 18th Floor, New York, New York, 10013, United States

Orion Advisor Services

Orion’s API offers an open-source architecture platform to a multitude of third-party integration partners. Financial technology companies simply need to request access from our Integrations Team and, once granted, integrate their services with our own, improving work efficiency and sharing relevant data for our joint financial advisor clients.

  • Eric Clarke
  • 17605 Wright St, Omaha, NE, 68130, United States

Fundbase Fund Services AG

Today, Fundbase is the world’s largest marketplace for hedge funds, with over 8,000 hedge funds being connected to by more than 3,000 accredited investors. Fundbase facilitates the end to end hedge fund investment cycle, entirely online and backed by a world class investment team, lead by Steven Kaufman the former CIO at AXA. Our only goal is to make investors perform significantly better by consistently outperforming the market. We grant easy access to investors who aren’t already in this asset class and unique access to those who already are. No matter how sophisticated one’s investment team is, they are still not powerful enough to understand the entire universe of fund managers, which is currently over 15,000, as it changes at all times. Fundbase democratizes the alternatives asset class and that distribution translates into significantly greater deal flow. Locating quality managers early, getting in before they close and getting out before they lose their edge is where Fundbase offers the most value.

  • '+1(917) 832-1440
  • Bahnhofstrasse 1, 8852 Altendorf, Altendorf, Switzerland, 8852, Switzerland

Backstop Solutions Group

Backstop Solutions Group’s suite of offerings brings agility to the alternative investment industry by providing a cloud-based productivity suite that empowers hedge funds, funds of funds, pensions, endowments, private equity firms, consultants, and family offices to support the full lifecycle of capital. As the alternative investment industry has grown in size and complexity, Backstop has evolved to support the entire lifecycle of alternative investments, allowing our clients to achieve greater agility by centralizing and streamlining their data and operations. With offices across the United States and in Europe and Asia, Backstop now serves over 700 firms worldwide, making it one of the fastest growing software providers in the financial services industry.

  • Kevin Moogan
  • (917) 765 8720
  • Willis Tower, 233 S Wacker Dr #3960, Chicago, Illinois, 60606, USA