Established in 2018, Conquest is the market-leading technology company behind Strategic Advice Manager® (SAM), a verifiable AI financial advice engine built to power personalized, continuous financial advice at scale. Its technology enables financial institutions, banks and advisors to deliver expert guidance across the full wealth spectrum, from mass-market clients to ultra-high-net-worth individuals. At its core is a mission to make quality financial guidance accessible to all.
Hadrius is the agentic compliance infrastructure for SEC- and FINRA-regulated firms. We help compliance teams scale without adding operational complexity by executing routine compliance work under human governance.
OneVest is a financial technology company redefining wealth management with an AI-native operating system. Its open, modular platform brings your data together in one view and powers agentic workflows, from account opening to full client management, with connected workspaces for advisors, operations teams, and clients, on both web and mobile.
Communify is a design-first engineering company delivering Financial AI, digital and data solutions to the global financial services industry. Its platform – powered by the Communify Knowledge Base and MIND™ AI – processes over 9 billion data requests daily for 150+ clients managing $20T+ in assets under management, serving firms across North America, Europe and Asia Pacific. Communify unifies the digital communication of market and client data to deliver intelligent insights and add mass value to investors and investment professionals. Its solutions span four segments: Intelligent Media, Intelligent Investor, Intelligent Advisor and Intelligent Manager – each built on the same trusted Knowledge Base, with MIND™ AI embedded by default. Communify gives financial institutions what they need to grow, retain and scale – delivering intelligence via Signals, Stories™, Scores, Intelligent Dialogues™ and Autonomous Decision Agents. Over 85% of US brokerage firms work with Communify today.
Practifi is a CRM and business management platform built for financial advisory and wealth management firms. It brings client data, workflows, analytics, and integrations into one system to help firms automate processes, improve client engagement, and support growth. The platform also includes AI‑powered tools and role‑based features to surfaceinsights and streamline tasks.
Slant is the AI-native CRM for financial advisors. Instead of digging through emails, calls, and documents, just ask Slant and get the answer instantly. Slant turns your CRM from a system of record into a system of action, so advisors can focus on client relationships, not busywork.
VastAdvisor is the Governed AI Organic Growth OS for RIAs and enterprise wealth platforms. We transform client acquisition from fragmented, high-cost tactics into a systematic, data-driven engine—combining audience intelligence, campaign orchestration, and embedded compliance to deliver measurable growth, lower CAC, and a continuously improving competitive advantage.
Aidentified alerts wealth managers and financial advisors when meaningful events happen in their clients’ and prospects’ lives, and maps the relationships that turn those moments into real conversations.
Our platform draws on 300 million+ profiles and surfaces 16B+ first-degree connections, enabling advisors to spot opportunities their CRM alone would miss.
Altruist is the AI-forward wealth platform and custodian built for independent advisors, bringing account opening, trading, portfolio management, billing, and reporting together in one place.
Box and Box AI empower wealth management firms to securely centralize client data, streamline critical operations, and ensure enterprise-grade compliance. With Box AI, advisors can instantly extract insights from complex financial documents, automate routine workflows, and deliver modern, high-touch client experiences while safeguarding confidential information.
DeepVest is the agentic front office for wealth management teams – a unified workspace that replaces disconnected front-office tools with a single platform for investment research, market data, client proposal generation and portfolio monitoring. The platform combines AI-driven workflow orchestration with deterministic calculations to help ensure accurate, transparent and auditable outputs. It brings together four capabilities in a single workspace: AgentLab for conversational investment research, DataLab for cross-asset market data, AdvisorLab for personalized, compliance-ready client proposals and MonitorLab for continuous market monitoring and alerts. Every portfolio decision, plan and interaction is grounded in verified institutional data with a complete audit trail, enabling advisors and chief investment officers to deliver personalized strategies at scale without adding operational burden.
FP Alpha is an AI native planning platform designed to enhance advisor capabilities across tax, estate, and insurance planning through a combination of AI-driven document analysis and structured planning outputs. Rather than functioning as a document creation tool, FP Alpha acts as an analysis and insights engine, enabling advisors to extract, interpret, and take action on information contained within client financial and estate documents.
The platform is built around a document-first workflow. Advisors upload client materials, such as estate documents, tax returns, and insurance policies, and FP Alpha leverages a combination of proprietary artificial intelligence and human review to generate structured summaries, insights, and planning opportunities. This approach allows advisors to significantly reduce manual review time while improving the depth and consistency of planning recommendations.
Over 70 attorneys, CPAs, and CFPs have trained the platform’s AI across 16 planning disciplines. FP Alpha’s tax return extraction achieves 99.8% accuracy, far above the 60–93% range common to general-purpose LLMs. The estate platform has the highest reading accuracy on the market.
FP Alpha is typically used alongside other core systems such as financial planning tools and estate document providers, complementing rather than replacing those solutions within the broader wealth management ecosystem.
JIFFYAI helps wealth management firms unify data, uplift experiences, and unlock capacity through AI-powered solutions and Agentic AI capabilities designed for RIAs, Broker-Dealers, Family Offices, and Banks & Trusts.
JIFFYAI — Unify Data. Uplift Experiences. Unlock Capacity.
The most trusted name in estate planning
Vanilla is the modern estate planning platform built for financial advisors. By transforming complex legal documents into clear, interactive visuals, Vanilla enables advisors to deliver more personal, impactful conversations around legacy, wealth transfer, and generational planning. With deep integrations, intuitive workflows, and expert support, Vanilla helps advisors bring estate planning into the heart of holistic financial advice. Learn more at www.justvanilla.com.
Zocks is the AI Assistant for financial advisors. Its privacy-first platform saves financial advisors 10+ hours a week by automating administrative tasks like meeting preparation and notes, intake and account opening forms, tailored client emails, document processing, and more. Learn more and start a free trial at zocks.io.
Aculis is the infrastructure layer wealth management firms use to deploy their own AI. One surface connects the systems advisors already run: CRM, portfolio, custodial, calendar, meeting, and email. An agentic execution layer gets real work done, with human-in-the-loop, SOC 2 Type 2 and SEC and FINRA guardrails built in.
Caddi is an agent that builds back-office agents for RIAs. Teach it a workflow the way you would a new hire, and it builds reliable agents that run onboarding, reconciliation, reporting, and billing across your CRM, custodian, and portfolio systems, unattended, with a full audit trail and zero data retention.
Technology is transforming wealth management, but success still depends on people. Motiv8 Advisors, an RIA & IMO built by experienced advisors, combines operational expertise, modern coaching & systems, and practical AI implementation to help firms improve efficiency, unlock growth, and empower advisors to build strong, scalable, thriving businesses in a rapidly evolving industry.
