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.
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.
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.
Helmsted is building an AI-native operating system for independent RIAs. By unifying household data, financial planning, and practice workflows, Helmsted helps advisors turn client context into personalized analysis and action. Our vision is to give independent firms family-office capabilities at scale while preserving their independence and deepening their client relationships.
Invent® is a next-generation data and AI-enablement platform purpose-built for wealth management. INVENT IDEAS unifies fragmented data across custodians, CRMs, planning, and compliance systems, creating a trusted foundation for AI, analytics, and intelligent workflows. Invent empowers wealth firms to automate operations, accelerate innovation, and deliver smarter advisor-client experiences.
LeadCenter is the first All-in-One AI-Powered CRM for Financial Advisors. It
unified marketing, sales, operations, analytics, and AI in one platform with two
workforces: humans on the CRM, AI agents on the workflows. LeadCenter helps
RIA’s consolidate more than 15 software tool categories into one.
The Power of 10x Scaling: LeadCenter is the force multiplier for the modern
RIA. A 5-employee firm will have the institutional output of a 50-employee firm
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.
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.
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.
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.
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.