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FinTech Categories

Flip through the “printed” FinTech Directory

To learn about our Life Insurance FinTech Virtual Roundtable, scroll to the bottom.

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Cramer FinTech Directory

Active Asset Allocation

Acuity Scheduling

Advicent (EISI)

Advisor Episodes

AdvisorBid, Inc.

AdvisorPeak, Inc

Advisors Assistant

Advisory Practice Board of Exchange

Agreement Express

Andes Wealth Technologies

AnnuityRateWatch

Apex Clearing Corporation

Arcons Technology

Artisan Software

ATA Risk Station

BaySys Technology, LLC

Beacon Annuity Solutions

Bitsight Technologies

Black Diamond (by SS&C Advent)

Blaze Portfolio

BlueJeans Network

Bond.one (CBX Market)

Bridge Financial Technology

Broadridge Financial Solutions, Inc.

Business Transition Solutions

Capital Preferences

Cheshire Software

Covr Financial Technologies

Dimensional Fund Advisors

Docupace Technologies

Due Diligence Works, Inc

EAI Information Systems, Inc.

Echelon Partners

EdgeTech Analytics

Emerald (Broadridge)

Envestnet Wealth

Envestnet Analytics

Envestnet | MoneyGuide

Envestnet | Tamarac

Envestnet | Yodlee

Everyday Life Insurance

Fidelity Clearing & Custody Solutions

Fiduciary Shield

Financial Architects & Consultants, LLC

FMeX (Financial Media Exchange LLC)

Folio Institutional

FutureAdvisor (Blackrock)

Grendel CRM (Equisoft)

Hanlon Advisory Software

Harvest Savings & Wealth Technologies

Hearsay Systems

Hilltop Securities

Hyperchat Social

Impact Financial Systems

IncomeConductor

Insurance Technologies (Firelight)

iRebal (TD Ameritrade)

Jemstep by Invesco

Junxure (by AdvisorEngine)

Laser App (by iPipeline)

Lockwood Advisors

Luma Financial Technologies

MacroRisk Analytics

Mobile Assistant

Moneytree Software

Morningstar Global Risk Model

Morningstar Goal Bridge

Motif Investing

Myriad Advisor Solutions

My Stock Options

NaviPlan (by Advicent)

One Span (formerly EsignLive)

Omni/SERV - DTCC

Orion Advisor Tech

Orion Portfolio Solutions

Panoramix Financial

Patrina Corporation

Portfolio Pathway

ProTracker Software

Real Wealth Marketing

Red Oak Compliance

Redi2 Technologies, Inc.

Redtail Technology

RegOne Solutions (IHS Markit)
RetireUp

Relay Network
RIA in a Box
RightCapital
RightSignature (owned by Citrix)
RightSize Solutions
Riskalyze
RiskPro

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

Twenty Over Ten

Unqork
Veriday
Vestmark
Vestorly
Vestwell
Vise AI

Wealth Access
Wealth2K
Wealthbox
Wealthcare Capital Management
WealthcareGDX

Western & Southern (IPS)
Windham Labs
Wishlife
Xtiva
YCharts
Your eFolio
Zephyr
Zoe Financial

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Sharon Kern

Vice President of Sales

Ensight

(858) 437-5194

skern@ensightcloud.com

Matt Wilson AWMA®

Sr. Enterprise Account Manager

Envestnet | MoneyGuide

‭(804) 836-5113‬ mwilson@moneyguidepro.com

Mike Pepe

Founder

Proformex

(216) 235-0216

mpepe@proformex.com