Addepar focuses on investment portfolio management within the financial services industry. The company provides a system that consolidates and evaluates data related to market and clients, aiding investment professionals in decision-making. Addepar's services are relevant to wealth managers, family offices, private banks, and institutions, offering functionalities for trading, rebalancing, scenario modeling, and billing. It was founded in 2009 and is based in Mountain View, California.

Orion Advisor Technology specializes in providing comprehensive software solutions for financial advisors within the wealth management sector. The company offers a suite of products that facilitate portfolio accounting, client relationship management, and trading, as well as tools for risk assessment, regulatory compliance, and financial planning. Orion Advisor Technology was formerly known as Orion Advisor Services. It was founded in 1999 and is based in Omaha, Nebraska. Orion Advisor Technology operates as a subsidiary of Orion.

InvestCloud focuses on transforming the financial industry's approach to digital and operates within the financial technology sector. The company offers a no-code software platform for digital and commerce enablement, providing cloud-native, multi-tenanted solutions that help banks, wealth managers, and asset managers overcome technology debt and meet the needs of their clients. The company primarily serves the financial industry. It was founded in 2010 and is based in West Hollywood, California.

FINNY AI provides tools for financial advisors to assist in their prospecting efforts within the financial services industry. The company offers services that include identifying potential prospects, prioritizing them based on a compatibility score, and automating outreach processes to support advisor-client connections. Its platform aims to improve the prospecting process, allowing financial advisors to focus on building relationships and developing their businesses. The company was founded in 2023 and is based in New York, New York.

Facet Wealth provides financial planning services across various life stages and financial goals. The company offers financial roadmaps, advice, and a membership model, focusing on investment strategy, retirement planning, tax optimization, estate planning, and related areas. Facet Wealth serves individuals seeking assistance to navigate their financial wellness journey. Facet Wealth was formerly known as OneK Financial. It was founded in 2016 and is based in Baltimore, Maryland.

Nitrogen operates as an inclusive client engagement platform. It focuses on wealth management firms and financial advisors. The company offers a suite of tools designed to facilitate risk tolerance assessment, investment research, portfolio analytics, and client acquisition and retention. Nitrogen primarily serves financial advisors, wealth management firms, banks, and insurance companies. Nitrogen was formerly known as Riskalyze. It was founded in 2011 and is based in Auburn, California.