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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

financial-advisor-software

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Company
Altruist found the expensive part of advice: getting it done
Fintech · Saas · Enterprise

Altruist found the expensive part of advice: getting it done

Independent advisors do not lack things to say. They lack hours to act. Altruist built a custodian around that problem - and now Vanguard has agreed to buy it.

ria-custody · wealth-managementRead →
Company
Pontera and the money on the other side of the wall
Fintech · Saas · Enterprise

Pontera and the money on the other side of the wall

Your advisor can plan your retirement. Your employer’s 401(k) may still sit beyond reach. Pontera built a business in that awkward gap - and discovered that connecting the money means negotiating who gets to open the door.

pontera · held-away-accountsRead →
Company
Orion Built a $6 Trillion Control Room - Now Advisors Have to Learn Every Switch
Fintech · Saas · Enterprise

Orion Built a $6 Trillion Control Room - Now Advisors Have to Learn Every Switch

The Omaha wealthtech company spent 27 years turning portfolio accounting into an advisor operating system. Its scale is the pitch; making all those acquired parts feel like one product is the test.

wealthtech · financial-advisor-softwareRead →