Top Business-to-Business Wealth Tech Players


If you’ve been following our series on wealth tech, you’ve seen our analysis of the industry as a whole, a review of the top trends, and an examination of B2C wealth tech players.

Our wealth tech coverage continues this week with a review of business-to-business (B2B) players in the wealth tech space. These are companies that cater directly to banks, advisors, or brokerages, instead of offering products or services directly to consumers. B2B wealth tech is a large category, so I’ve sub-divided it into four digestible groups and listed my top picks for each category. Since category sizes vary, the number of selections also varies.

Alternative investment services
These are platforms that help advisors connect clients with unconventional investment types, such as private equity, hedge funds, futures, real estate, etc.

Screen Shot 2017-01-19 at 11.44.57 AMEquityZen’s EZ Institutional lets advisors give clients access to a diverse asset class

Technology for advisors and brokerages
These are tools available via API, SDK, or web interface to help advisors compete with robo advisors by allowing them to invest with less bias, increase client communication, scale operations, find new clients, and more.

Screen Shot 2017-01-19 at 11.40.41 AMTrizic offers advisors their own digital tools to compete with robo advisors

Non-U.S. B2B investment and advisor technology
Similar to the above category, these companies offer tools for advisors outside of the U.S.

Screen Shot 2017-01-19 at 11.30.52 AMmeetInvest helps advisors invest like world-renowned market experts

News and Information Companies
These are online platforms, APIs, or SaaS offerings that provide advisors market information, show them trending news, or connect businesses with market data to power their own products.

Screen-Shot-2016-10-31-at-3.22.22-PMForwardLane’s dashboard acts like a private research analyst for advisors advisors, helping them stay current on new trends and funds

FinovateSpring Sneak Peek: meetinvest


FS2016-wdateA look at the companies demoing live to 1,500+ fintech professionals May 10 & 11. Register today.

meetinvest presents the world’s first single stock, expert-based, algorithm-driven robo-advisor as a white-label solution for the financial services industry targeting investors worldwide.


  • A ‘role-model’ approach towards stock investing
  • Using proven ‘recipes’ of 30+ world class investment experts such as Buffett, Templeton.
  • Algorithmic-driven portfolio management, 100% user autonomy.

Why it’s great

Investors are now empowered to invest like professionals using a toolkit that employs proven expert ‘recipes’ with state-of-the-art portfolio-management techniques.

Presenter: Michel Jacquemai, Co-foundermeetinvest_micheljacquemai

Jacquemai has 22 years of experience in asset management, primarily in equities and hedge funds. He co-founded meetinvest to combine his know-how with the best expert strategies available worldwide.

FinovateEurope Sneak Peek: meetinvest AG


FEU2016_logo_withdateA look at the companies demoing live to 1,500 fintech professionals. Get your tickets to join us in London!


meetinvest AG will present its expert-based and algorithm-driven, single-stock robo-adviser as a white-label solution that targets the mass affluent and retail investors worldwide.


  • A role-model approach towards stock investing
  • Successful recipes of 30+ top stock-investment experts (Buffett, Templeton, etc.)
  • Algorithmic-driven portfolio management

Why it’s great
Any investor can now be empowered to invest like a pro by using a toolkit that employs proven expert recipes with state-of-the-art portfolio management techniques.


Presenter: Michel Jacquemai, CIO and Co-founder
Jacquemai has 22 years of experience in asset management, primarily in equities and hedge funds. He co-founded meetinvest to combine his know-how with the best expert strategies available worldwide.

Finovate Alumni News


  • “Mark Shifke Named Green Dot CFO After Interim Term”
  • “PaySwag Helps Cloud Lending Solutions Go Mobile”
  • “Finovate Debuts: DAVO Automates Sales Tax”

Around the web

  • Utah Community Credit Union chooses DNA(R) account platform from Fiserv.
  • TechEU interviews Sebastian Siemiatkowski, Klarna CEO.
  • Tactile Finance CEO Nicole Hamilton earns spot in The Inman Group’s Top 101 innovators.
  • VentureBeat names Twilio as 1 of 36 tech companies that could go public in 2016.
  • Bankless Times: Pindrop can tell you who is really on the phone.

This post will be updated throughout the day as news and developments emerge. You can also follow alumni news headlines on the Finovate Twitter account.