financial-advisors
(29)
The Atlanta firm quietly building a private-markets operating system for your financial advisor
For years, private markets belonged to endowments and the ultra-wealthy. BIP Capital is betting the next chapter belongs to the advisor down the street - and it built the plumbing to prove it.
The $160 Billion Middleman That Made Outsourcing Its Edge
Hartford Funds built a large investment business by deciding it did not need to do every job itself. Now Wellington Management plans to buy the platform it has helped power for four decades.
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.
Raymond James
A firm that started in a downtown St. Petersburg apartment now watches over $1.92 trillion - and it still measures itself one advisor and one client at a time.
Morningstar
Forty years ago Joe Mansueto sorted mutual fund reports on his apartment floor and decided regular people deserved the same research Wall Street kept for itself. The five-star rating that came out of it now shapes how trillions of dollars get invested.
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.
Franklin Templeton
The mutual-fund house founded in 1947 now runs a federation of specialist managers, an expanding private-markets shelf and one of Wall Street's more serious blockchain experiments. Franklin Templeton's wager is that old-fashioned distribution and new financial rails belong under the same roof.
Christopher King
Christopher King is the founder and CEO of Eaglebrook, a crypto investment platform that gives registered investment advisors (RIAs) direct access to bitcoin and digital assets through tax-optimized separately managed accounts (SMAs). A Penn State finance graduate who began investing in digital assets in 2014, King started his career in crypto-focused venture capital at Morgan Creek Capital Management before launching Eaglebrook in 2019. The New York and Miami-based company has grown into one of the largest crypto SMA platforms serving wealth managers, backed by investors including Castle Island Ventures, Brewer Lane Ventures, and Franklin Templeton.
Aidentified
Aidentified is a Boston-area AI company that maps who is wealthy, who they know, and when they come into money. Its platform combines 300M+ consumer and professional profiles with relationship graphs covering 16 billion first-degree connections to help financial advisors, wealth managers, insurers and nonprofit fundraisers find high-value prospects and reach them through warm introductions rather than cold outreach. Founded in 2017 and backed by financial-data giant FactSet, it delivers its wealth-and-relationship intelligence through a web app, CRM integrations, an API and data-as-a-service pipelines.
Eaglebrook
Eaglebrook is a New York-based crypto investment platform built for wealth managers. It gives registered investment advisors (RIAs) and their clients direct, tax-optimized exposure to Bitcoin, Ethereum, and other digital assets through separately managed accounts (SMAs) held at institutional qualified custodians. As an SEC-registered investment advisor, Eaglebrook operates one of the largest crypto SMA platforms in the market, integrating with advisors' existing portfolio-management and reporting systems so they can offer, trade, bill, and report on digital assets inside their normal workflow.
Farther
Farther is a New York-based technology-driven wealth management firm that pairs human financial advisors with a proprietary 'Intelligent Wealth Platform.' Founded in 2019 by Taylor Matthews and Brad Genser, the company gives advisors an all-in-one digital ecosystem for financial planning, investing, tax optimization, and estate planning, while offering clients a family-office-style experience. After a $150 million Series D led by General Atlantic in 2026, Farther has grown to roughly $23 billion in recruited assets and ranks among the fastest-growing financial services firms in the United States.
FINNY
FINNY is a New York-based AI prospecting and marketing platform built for financial advisors and RIAs. Its proprietary F-Score engine scans hundreds of millions of North American households for 'money-in-motion' signals - job changes, inheritances, home purchases, retirements - to rank and match advisors with high-intent prospects, then automates personalized outreach across email, LinkedIn, and voicemail. Founded in March 2024 by AI engineers Eden Ovadia, Victoria Toli, and Theo Janson, FINNY raised a $17M Series A led by Venrock in December 2025, bringing total funding above $20M.
Harness (Harness Wealth)
Harness (Harness Wealth) is a New York fintech that pairs software with a curated marketplace of vetted tax, financial and estate advisors, aimed at people with complex finances - startup founders, equity-holding employees, business owners, crypto investors and other 'builders.' It combines a vertical SaaS platform that powers collaboration between tax advisors and their clients, a marketplace to discover specialist firms, and consumer tools for tracking equity and net worth. Founded in 2018 by David Snider, the former CFO/COO of Compass, the company has raised roughly $40M and grew revenue by more than 1,500% between 2021 and 2024.
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.
Seeds
Seeds is a New York-based wealthtech company that gives financial advisors an end-to-end platform for building personalized, values-aligned investment portfolios. Founded in 2020 by advisors Zach and Michael Conway, Seeds combines client assessment, proposal generation, direct indexing, tax-loss harvesting, rebalancing and trading into a single system - letting registered investment advisors (RIAs) deliver customized investing at scale without stitching together legacy tools. The company has raised more than $16.5 million, including a $10M Series A led by Portage in 2025.
Vestwell
Vestwell is a New York-based fintech that operates as digital savings infrastructure for the American workplace. Founded in 2016 by Aaron Schumm, it provides an API-driven recordkeeping and administration platform that lets employers, financial advisors, payroll providers, and state governments offer 401(k), 403(b), IRA, 529 education, ABLE disability, and emergency savings accounts. By 2026 the company administered more than $50B in assets for over 2 million savers, powered the majority of state-facilitated retirement programs in the U.S., and raised a $385M Series E to expand the modern savings economy.
Eden Ovadia
Eden Ovadia is the co-founder and CEO of FINNY, a New York-based AI prospecting platform built for financial advisors. A McGill-trained software engineer who worked in private equity and financial services at Boston Consulting Group, she launched FINNY in 2024 with Victoria Toli and Theodore Janson through Y Combinator. The company uses a proprietary F-Score to match advisors with high-intent prospects and automate outreach. FINNY raised a $17 million Series A led by Venrock in December 2025, bringing total funding above $20 million, and Ovadia was named to WealthManagement.com's Ten to Watch in 2025.
Jump - Advisor AI
Jump is an AI assistant and intelligence engine built specifically for financial advisors. It turns client meetings, emails, and documents into notes, CRM updates, follow-ups, and audit-ready compliance records, aiming to give advisors back roughly 10 hours a week of administrative time. Founded in 2023 and publicly launched in January 2024, Jump is used by 35,000+ advisors and firms including LPL Financial, Equitable Advisors, and Allianz, and raised an $80M Series B led by Insight Partners in February 2026, bringing total funding to about $105M.
Cashmere
Cashmere is a Los Angeles-based AI company building a data layer for financial services. It started as an AI-powered client-acquisition platform that helps wealth management firms spot high-net-worth prospects at the moment they experience a wealth-triggering life event - an inheritance, a business sale, a liquidity event - and then matches those prospects with the best-fit advisor and automates personalized outreach. The product has since expanded into resolving fragmented customer records across disconnected banking systems into a single, continuously updated 'golden profile' enriched with internal and external signals. Founded by Farbod Nowzad and Eshan Govil, Cashmere raised a $3.6M seed round led by Canapi Ventures in September 2024 and counts RIAs, banks and wirehouses among its customers.
Fispoke
Fispoke is a Florida-based fintech that gives independent financial advisors the private-banking toolkit normally reserved for the biggest institutions - without the advisor having to become a bank. Its platform embeds high-yield cash accounts, securities-backed loans, mortgages, advisor-branded credit cards, and business financing into the software advisors already use, handling the infrastructure, compliance, and execution behind the scenes. Founded in 2023 by Robert Clare and led by a bench of former wealth and banking executives, Fispoke raised over $2 million in seed capital and has partnered with First Rate and Wealthbox to bridge the long-standing gap between wealth management and banking.
Robert Clare
Robert (Bob) Clare is the founder, CEO and board chairman of Fispoke, a wealth-infrastructure startup he co-founded in 2023 with Nathan Berk. Fispoke gives independent financial advisors a white-labeled private banking layer - cash, credit, securities-based loans and mortgages - traditionally locked inside wirehouses and private banks. A Georgetown MBA, Clare spent years in operating and consulting roles at Bank of America, Cognizant and JDX Consulting before deciding the advisor channel needed banking tools of its own. Fispoke has raised roughly $5.45M and signed partnerships with Broadridge, Bell Bank, Wealthbox and Sage Home Loans.
Satayan Mahajan
Satayan Mahajan is the founding CEO of Datalign Advisory, a Cambridge, Massachusetts fintech that matches Americans with vetted fiduciary financial advisors using AI and human-centered design. An MIT alumnus and Media Lab pioneer, he spent two decades building motion-capture and gaming companies (Motus, iClub) before an eight-year run at Amazon as a GM and Head of Product. He returned to startup mode in 2024 when Cogo Labs founder Dave Blundin recruited him to lead Datalign, which has since referred more than $80 billion in assets across thousands of advisors.
iCapital
iCapital is a New York-based financial technology platform that opens private-market and alternative investments - private equity, hedge funds, private credit, real estate, structured investments and annuities - to wealth advisors and their high-net-worth clients. Founded in 2013, it replaced the paperwork-heavy, high-minimum world of alternatives with an end-to-end digital infrastructure connecting asset managers and wealth managers, and now services more than $1 trillion in client assets across 2,100-plus funds for roughly 118,000 financial professionals.
Modern Life
Modern Life is an AI-powered, tech-enabled life insurance brokerage that gives financial advisors a single platform to quote, underwrite, and manage life insurance policies. Founded in 2021 by Michael Konialian and Jack Arenas and backed by Thrive Capital, it replaces a stack of 10+ fragmented legacy tools, compares quotes across 30+ carriers, and uses accelerated underwriting to cut policy cycle times from roughly six months to minutes. Licensed in all 50 states, the company raised a $20M Series A in November 2025, bringing total funding to $35M.
Stirlingshire
Stirlingshire is a New York-based financial services company building an advisor-first investment platform. Operating through SEC-registered, FINRA-member subsidiaries Stirlingshire RIA LLC and Stirlingshire BD LLC, it offers a full-service broker-dealer and advisory model with a sharp twist: advisors keep 100% of their asset-management fees and commissions with zero firm expenses and permanent work-from-home flexibility, while clients can self-direct at zero commission and call on a professional advisor only when they want one. Founded in 2020 by Steven Woods, the firm pitches a 'third way' between fully managed portfolios and pure DIY investing.
Nevis
Nevis is a New York-based startup building the first unified AI platform for wealth management. Founded in 2024 by three former Revolut leaders, it automates the back-office work that eats up to 80% of a financial advisor's day - meeting prep, client follow-ups, account opening and ongoing service - so advisors can spend their time with clients instead of paperwork. The company emerged from stealth in December 2025 with $40M in total funding from Sequoia, ICONIQ and Ribbit Capital, and already supports RIAs managing more than $50 billion in assets.
Mark Gilbert
Mark Gilbert is the Co-Founder & CEO of Zocks, a privacy-first AI platform that automates administrative work for financial advisors - capturing meeting notes, filling forms, and drafting client emails so advisors can reclaim 10+ hours weekly. Before founding Zocks, he held VP of Product Management at Twilio and CTO at Hearsay Systems. In January 2026, Zocks closed a $45M Series B co-led by Lightspeed Venture Partners and QED Investors, bringing total funding to $65M. The platform now serves 5,000+ financial firms.
Zocks | AI for Advisors
Zocks is a privacy-first AI assistant built specifically for financial advisors. It turns client conversations into structured intelligence - automating meeting notes, follow-up emails, intake forms, and CRM updates - without recording audio. Founded in 2022 and headquartered in San Francisco, Zocks is used by more than 5,000 advisory firms including Carson Group, Osaic, Commonwealth, and Hightower.
Tandems
Tandems is an AI-native wealth operating system for banks, RIAs, and insurance firms - the rebrand of robo-advisor pioneer SigFig. Its TandemsMeet, TandemsGrow, and TandemsInvest products automate the meeting prep, client outreach, onboarding, and portfolio work that consume roughly 90% of a financial advisor's day, with SOC 2 Type II controls and bank-level encryption baked in.