For BDs and RIAs Only. Not for Advisors.

Cramer FinTech Directory

Top 100 FinTech Firms

Actifi

Addepar

AdvisorPeak, Inc

Allego

Apex Clearing Corporation

AppCrown

ARGO

Asset-Map

AssetBook

Beacon Annuity Solutions

Betterment

Black Diamond (by SS&C Advent)

Broadridge Financial Solutions, Inc.

CAIS

Calendly

CapitalRock

Copytalk

Covr Financial Technologies

Docupace Technologies

DocuSign

Due Diligence Works, Inc

EAI Information Systems, Inc.

Ebix

eMoney Advisor

Ensight

Envestnet Wealth

Envestnet Analytics

Envestnet | MoneyGuide

Envestnet | Tamarac

Envestnet | Yodlee

Everyday Life Insurance

Fidelity Institutional

FIDx

Finmason

First Clearing

FIS

fiserv

FMG Suite

FutureVault

Global Relay

Halo Investing

Hearsay Systems

Hidden Levers

iCapital Network

Income Lab

Income Solver

Insurance Technologies (FireLight)

intelliflo

investcloud

Investedge

iPipeline

Iron Mountain

Kaplan

Lockwood Advisors

Luma Financial Technologies

Morningstar

Nice Actimize

One Span (formerly EsignLive)

Orion Advisor Tech

Orion Portfolio Solutions

PageFreezer

Pershing

PreciseFP

Proformex

Quik!

Redtail Technology

RegEd
Riskalyze
RiskPro

​
 

RiXtrema

Salesforce

Seismic Software

SigFig

Signix

Simon

SiteQuest Compliance
Skience
Smarsh
SmartRIA

Snappy Kraken
Sonicwall

Spyder, Inc.
SS&C Advent
StarCompliance
Terrapin Technologies, Inc.
Tolerisk
Truelytics

Unqork
Veriday
Vestmark
Vestwell
YieldX
 

More FinTech Firms

CFRA Research

Cheshire Wealth Manager

Chetu

CleverDome

Conga

Covestec

Croesus

DataPoints

Dimensional Fund Advisors

DNA Behavior

DriveWealth

DTCC

Echelon Partners

EdgeTech Analytics

eFileCabinet

Egnyte

Entreda

Equisoft

Everplans

factorE

Factset

Fenergo

Fi360

Fiduciary Shield

FinFolio

Fintech Forge

First Rate

FMeX (Financial Media Exchange LLC)

FutureAdvisor (Blackrock)

Gainfully

Genivity

Hanlon Advisory Software

Harness Wealth

Harvest Savings & Wealth Technologies

HelloSign

Hilltop Securities

holistiplan

Hyperchat Social

iJoin

Impact Financial Systems

IncomeConductor

INDATA

​

RedBlack

Redi2 Technologies, Inc.

Refinitiv

RetireUp

RIA in a Box
RightCapital
RightSize Solutions

RiXtrema
RSI Security
Salentica (by SS&C Technologies)
ScheduleOnce
Securities Training Corp.
ShareFile (Citrix)
SmartAsset Software
Smartleaf
Sonicwall
SS&C Technologies
StockOpter
Sycamore Company
The Big Picture
Timeline
TimeTrade
Totum Risk
Touchstone Pathway
TradePMR
TrueNorth Networks

Twenty Over Ten
Vestorly
Vise AI

Wealth Access
Wealth2K
Wealthbox
Wealthcare Capital Management
WealthTec

Western & Southern (IPS)
Windham Labs
Wishlife

Xtiva
Your eFolio
Zephyr
Zoe Financial