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2020 Cramer FinTech Directory
Advisory Practice Board of Exchange
Black Diamond (by SS&C Advent)
Fidelity Clearing & Custody Solutions
Financial Architects & Consultants, LLC
FMeX (Financial Media Exchange LLC)
Harvest Savings & Wealth Technologies
RegOne Solutions (IHS Markit)
RetireUp
RIA in a Box
RightCapital
RightSignature (owned by Citrix)
RightSize Solutions
Riskalyze
RiXtrema
RobustWealth
RSI Security
Salentica (by SS&C Technologies)
Salesforce
ScheduleOnce
Securities Training Corp.
Seismic Software
ShareFile (Citrix)
SigFig
Signix
Simon
SiteQuest Compliance
Skience
Smarsh
SmartAsset Software
Smartleaf
SmartRIA
SmartStation (First Clearing)
Snappy Kraken
Sonicwall
SS&C Advent
SS&C Technologies
Star Compliance
StockOpter
Sycamore Company
Terrapin Technologies, Inc.
The Big Picture
Timeline
TimeTrade
Tolerisk
Totum Risk
Touchstone Pathway
TradePMR
Truelytics
TrueNorth Networks
Unqork
Veriday
Vestmark
Vestorly
Vestwell
Vise AI
Wealth Access
Wealth2K
Wealthbox
Wealthcare Capital Management
WealthcareGDX
WealthTec
Western & Southern (IPS)
Windham Labs
Wishlife
Xtiva
YCharts
Your eFolio
Zephyr
Zoe Financial



Matt Wilson AWMA®
Sr. Enterprise Account Manager
Envestnet | MoneyGuide
(804) 836-5113 mwilson@moneyguidepro.com