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Fintech Maps

The wealth vendor atlas

A living map of the categories, capabilities and vendors that define how modern advisory firms run. Click any domain to go deeper.

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Vendors

Every vendor that ships product into a wealth-management firm — features catalogued, not press releases.

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Capabilities

The job-to-be-done breakdown — each capability is a workflow a firm has to run.

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Domains

The macro layers — advisor desktop, ops, data, distribution — every vendor maps under one.

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Features

Concrete vendor features — the unit a buyer actually evaluates and a PM ships.

Layer 1 · Macro Ecosystem

Tap a domain →

Financial Planning

Comprehensive Planning, Tax Planning, Retirement Planning, Estate Planning, Social Security Analysis, Retirement Income / Distribution, AI / Advanced Planning, Legacy Tools, Equity Compensation, Medicare & Health Care, Planned Giving, Caregiving & Special Needs, Business Valuation.

📈 +$120M in Sector Funding15 capabilities · 186 vendors

Investment Management

Portfolio Management, Performance Reporting, Trading / Rebalancing, Custodial Platforms, Investment Data Analytics, TAMP Service Providers, Economic Analysis & Stress Testing, 401k Specialist, Risk Tolerance, Account Aggregation, Digital Onboarding, Held-Away Assets & Aggregation.

🔥 Unified Managed Accounts Trending18 capabilities · 442 vendors

Client Engagement

Client Meeting Support, Client Portal, Client Data Gathering, Client Feedback, AI Assistant, Behavioral Assessment, Advice Engagement, Scheduling Apps.

🚀 AI Scribes Driving Growth10 capabilities · 173 vendors

Operations

CRM, Workflow Management, Advisory Fee Billing, Compliance, Rollover Compliance, Document Management, Data Warehouse Services, e-Signature, Client File Sharing, Communication Archiving/ Monitoring, Cybersecurity.

🤖 AI agents automate 60% of CRM entry13 capabilities · 291 vendors

Business Development

Lead Gen & Referral Networks, Digital Marketing Content, Sales Enablement, Proposal Generation.

🤖 AI-Prospecting Conversion up 90%4 capabilities · 160 vendors

All-In-One Platforms

Integrated wealthtech suites that combine portfolio management, reporting, trading, CRM, planning, and billing into a single platform.

1 capabilities · 11 vendors

AI Tools

Generative AI, search assistants, and creative AI tooling used across the advisor stack.

2 capabilities · 17 vendors

Miscellaneous

Vendors awaiting categorization — big-tech generalists, crawler discoveries, and tools that don't yet have a clear home.

1 capabilities · 19 vendors

Company directory · A–Z

Every company in the atlas (1,255), with its own profile page.