21 Wealth Management companies

Wealth Dynamix provides Client Lifecycle Management technology for wealth and asset management firms, covering digital onboarding, regulatory compliance, and cl…

Aviso Wealth is a national, integrated financial services company powering credit unions and financial institutions with technology-enabled wealth management so…

Cerity Partners is a national wealth management and investment advisory firm founded in 2009 that serves high-net-worth individuals, families, businesses, and n…

Netwealth is an Australian FinTech company (est. 1999) providing a wealth management technology platform for financial advisers and investors.

Ameriprise Financial is a global financial services company managing over $1.6 trillion in assets across wealth management, insurance, annuities, and estate pla…

Kestra Financial is an industry-leading independent broker-dealer and wealth management platform that empowers 1,700+ financial professionals nationwide with be…

InvestCloud operates a global wealth management technology platform supporting over $6 trillion in assets across 550+ clients, serving asset management, banking…

A leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services.

Osaic provides wealth management platforms and tools to over 11,000 financial professionals managing $700 billion in assets across the United States.

Brown Brothers Harriman is a privately held global financial services firm, founded in 1818, providing asset servicing, wealth management, private equity, and c…

Kestra Holdings is an ecosystem of financial firms providing industry-leading wealth management platforms to independent financial professionals nationwide, fou…

One of Canada's largest insurance and wealth management groups, iA Financial Group serves over 11.9 million clients with $341 billion in assets under management…

Utmost Group is a global insurance-based wealth solutions provider administering over £116bn in assets across unit-linked policies for clients in the UK, Europe…

A diversified, community-based financial services company helping customers with banking, investing, and wealth management since 1852.

Member-owned British Columbia credit union operating four brands, $17B+ in assets, pursuing federal charter status with expanding digital banking and wealth man…

Infovisa builds U.S.-developed trust accounting and wealth management software for financial institutions, serving over 165 clients nationwide since 1992.

Allspring Global Investments is an independent asset manager offering ~140 investment strategies across multiple asset classes, managing approximately $625 bill…

FNB is a diversified financial services company providing commercial banking, consumer banking, and wealth management solutions across seven states and Washingt…

UMB Financial Corporation is a Kansas City-based financial services company offering banking, wealth management, and institutional services nationally since 191…

LGT Bank AG's Austrian branch is part of a Liechtenstein-owned private banking and asset management group managing CHF 386.1 billion in client assets for high a…