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.
- BondIT (FF16)
- DarcMatter (FS15)
- EquityZen (FS16)
- HedgeCoVest (FF14)
- STRATiFi (FKA Sliced Investing) (FF15)
- Venovate (FS14)
- WealthForge (FS16)
EquityZen’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.
- Advisor Now (owned by Envestnet) (FS16)
- Advisor Software (FS16)
- BaseVenutre (FS16)
- Capital Preferences
- eMoney Advisor (FF14)
- iQuantifi (FF14)
- Polly Portfolio (FS16)
- RightCapital (FF16)
- Totum Wealth (FDSV16)
- Trizic (FS15)
Non-U.S. B2B investment and advisor technology
Similar to the above category, these companies offer tools for advisors outside of the U.S.
- Additiv, Switzerland (FEU16)
- Bambu, Singapore (FA16)
- Capitali.se, Israel (FEU16)
- Comarch, Poland (FS16)
- InvestGlass, Switzerland (FEU16)
- meetInvest, Switzerland (FS16)
- Mydesq, Switzerland (FEU15)
- Novabase, Portugal (FF15)
- Quantifeed, Hong Kong
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.