Online PMs / Robo Platforms

Envestnet

Est. 2004·🇺🇸BewrynBewryn, United States·Public (ENV)·3,100

Public (ENV)

Envestnet provides financial advisors with a platform that integrates technology, solutions, and support for wealth management.

GeoWealth

Est. 2015·🇺🇸ChicagoChicago, United States·Series B·~100

$19M (Series B), $18M (Growth Round)

GeoWealth is a financial technology and Turnkey Asset Management Platform (TAMP) that combines a comprehensive platform with portfolio solutions for investment advisors.

AdvisorEngine

Est. 2017·🇺🇸New YorkNew York, United States·Acquired·~100·Billions AUM

Acquired (FT)

AdvisorEngine provides a wealth management platform that includes CRM, digital onboarding, portfolio management tools, and client portals.

BridgeFT

Est. 2023·🇺🇸New YorkNew York, United States·~40

$10M+

BridgeFT provides a cloud-based, API-first WealthTech infrastructure for financial data, advanced analytics, and mission-critical applications.

Altruist Model Marketplace

Est. 2017

Altruist is a wealth platform designed for independent advisors, integrating services such as account opening, trading, and portfolio management into one AI-forward custodian.

Betterment Advisor Solutions

Est. 2010·🇺🇸New YorkNew York, United States

Betterment is a digital investment platform with automated investing and savings solutions. They offer services for investing, saving, and a tech-enabled custodian for independent RIAs.

GS Advisor Solutions

Est. 1869

Goldman Sachs Advisor Solutions offers comprehensive solutions for registered investment advisors (RIAs), including a modern technology platform, institutional-grade investments and alternative solutions, and tailored services.