advisor-technology
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Envestnet Built the Operating System for Advice. Now It Has to Make the Whole Thing Feel Like One Product.
After 25 years of buying and building the plumbing behind financial advice, Envestnet reaches roughly a third of U.S. advisors. Its new challenge is less about adding another tool and more about making a sprawling suite behave like one coherent machine.
How eMoney Turned $10.5 Trillion Into a Conversation
eMoney’s planning platform gives financial advisors and clients the same live picture of a household’s money. Its depth is the draw - and the reason simpler practices may find it too much.
Betsy Perez Is Teaching a $5 Trillion Brand to Speak Human
At Orion, Betsy Perez has an unusual brief: make a sprawling wealthtech platform feel coherent, useful and trusted. Her answer begins with a star, continues in real-world communities, and now reaches into the strange new territory where AI decides which advisers get found.
InvestCloud Put $4 Trillion on One Screen. The Hard Part Is Making the Plumbing Disappear.
InvestCloud grew by turning the wealth industry’s jumble of old systems into modular software. After a $1 billion deal made the platform much bigger, its next test is harder: make public and private assets feel like one portfolio without making the machinery visible.
CAIS Built a $2 Billion Business Out of Wall Street's Least Glamorous Problem
Independent advisors wanted private markets. What they lacked was the institutional plumbing. CAIS spent 17 years assembling access, diligence, education and paperwork into one operating system - and turned the boring middle into a company valued above $2 billion.
PlanScout Bought a 13-Year-Old Planning Engine - Then Turned 15 Hours of Advisor Work Into 3
Financial advisors have plenty of software and too little time. PlanScout's answer is a hybrid: buy the planning engine, add a human service layer, and return a client-ready plan in days.
The $143,000 Bet That Turned a Basement IMO Into Advisors’ Back Office
Advisors Excel began with three friends, a dentist-office basement and their pooled savings. Two decades later, its real product is not an annuity - it is the machinery that lets an independent advisor run like a much larger firm.
LPL Financial
LPL Financial built a $2.6 trillion business by staying behind the advisor. Now its bet is that scale, open architecture and embedded AI can make independence feel less lonely - without making every practice look the same.
Dan Zitting
Dan Zitting is the CEO of Nitrogen, the wealth management technology company formerly known as Riskalyze, best known for its Risk Number and advisor growth platform. Before wealthtech, he spent more than a decade building governance, risk and compliance software: he founded the cloud audit tool Workpapers.com, ran Galvanize (formerly ACL) as CEO and grew it to roughly $100M in ARR, and helped steer its roughly $1 billion sale to Diligent, where he served as Chief Product and Strategy Officer. He took the top job at Nitrogen in December 2023, focused on helping financial advisors reduce friction and grow through connected workflows and AI.
Nitrogen (formerly Riskalyze)
Nitrogen, formerly Riskalyze, is an Auburn, California wealth-management software company that helps financial advisors grow their firms. It invented the Risk Number, a way to quantify an investor's risk tolerance and align it with their portfolio, and has expanded into a connected suite covering proposal generation, investment research, financial planning, client engagement, compliance and AI-assisted advisor workflows. More than five million investors have received a Risk Number, and the platform snaps into the gap between a firm's marketing, CRM and asset platforms to create a consistent client experience.
Michael Konialian
Michael Konialian is the founder and CEO of Modern Life, an AI-powered life insurance brokerage built for financial advisors. After a winding path from aerospace structures at NASA to nuclear diplomacy at the U.S. State Department to scaling CoverWallet's advisor business into an Aon acquisition, he was floored by how confusing, invasive, and outdated it was to buy life insurance for his own family. Modern Life is his answer: a single dashboard that lets advisors pull instant quotes from 30-plus carriers and compress a process that once took six months into minutes. In November 2025 the company raised a $20M Series A led by Thrive Capital, bringing total funding to $35M.