Knapsack
Knapsack is revolutionizing how financial advisors work through AI-powered meeting intelligence that cuts documentation time by 70% while strengthening compliance. Our platform seamlessly integrates with existing advisor systems to automate post-meeting documentation, identify client needs, and ensure regulatory requirements are met. Featured in the Schwab advisor directory and on the Kitces WealthTech Map, we’re helping […]
Zocks
Zocks is a privacy-first, AI Platform that assists financial advisors (and reps) with automated client meeting prep, note taking during virtual and in-person meetings, post meeting follow ups, and personalized email communications – all without recordings. Plus, Zocks seamlessly integrates with CRM to save time and keep records up to date.
HighPeak
HighPeak is an innovative, early-stage company leveraging revolutionary AI technology, machine learning and robust, proprietary data to deliver the most accurate life planning data in the market. Backed by Prudential Financial, HighPeak unlocks innovative, individualized insights around holistic healthcare costs to help advisors help clients live their best lives.
Kwanti
Kwanti empowers financial advisors with powerful, yet simplified, portfolio analytics. Communicate complex data clearly, make informed decisions, and strengthen client relationships with our intuitive platform, robust tools, and seamless integrations. Streamlining workflows for modern wealth management.
Advyzon
In a sea of fragmented advisor tech solutions, Advyzon stands out as a transformative alternative, built from the ground up as the wealth management industry’s only comprehensive technology platform. Our unified platform uses single source code to create a seamless user experience. Advyzon is a highly configurable platform that combines portfolio management, client reporting, billing, […]
Holistiplan
Holistiplan is an award-winning financial planning tool specializing in tax and insurance risk management, soon expanding to estate planning. Its OCR technology scans tax returns to generate client-facing Tax Reports in 45 seconds, highlighting planning opportunities. The Scenario Analysis tool models scenarios like Roth conversions and charitable giving. Holistiplan’s Insurance Risk Management tool identifies coverage […]
Wealth.com
wealth.com is the industry’s leading estate planning platform, empowering 600+ wealth management firms to modernize the delivery of estate planning guidance to their clients. As the only tech-led, end-to-end estate planning platform built specifically for financial institutions, wealth.com helps drive scale and efficiency, meeting client needs across the wealth spectrum. Financial advisors ranked wealth.com as […]
