Wealth & brokerage platforms
Retail and advisor-facing brokerage, custody, and wealth-ops platforms.
Highest scores
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1
Open review
Altruist
Independent RIAs, breakaway advisors and established firms alike, that want one provider for custody and portfolio software with published fees.
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2
Open review
Addepar
RIAs, family offices and private banks needing consolidated reporting that spans public assets, private assets and complex ownership structures.
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3
Open review
Apex Fintech Solutions
Brokerages, wealth firms and fintech apps seeking outsourced custody and clearing, API access and broad asset coverage.
Every review in this category
Altruist
Custodian that self-clears and a software platform aimed at independent investment advisers, including an AI assistant used in planning and meetings. Privately held firm that Vanguard agreed to buy in August 2026. Based in Culver City, California.
Best for: Independent RIAs, breakaway advisors and established firms alike, that want one provider for custody and portfolio software with published fees.
RecommendAddepar
Platform for data, reporting and AI that unites portfolio data, market data and client data, serving wealth firms, family offices and banks. Privately held. Headquartered in New York.
Best for: RIAs, family offices and private banks needing consolidated reporting that spans public assets, private assets and complex ownership structures.
Conditional recommendApex Fintech Solutions
APIs and the AscendOS platform supply infrastructure for custody, clearing, trading and wealth management to firms that provide investing for their own customers. The company is private. Headquarters: Dallas, Texas.
Best for: Brokerages, wealth firms and fintech apps seeking outsourced custody and clearing, API access and broad asset coverage.
Conditional recommendDriveWealth
Brokerage as a service, through a US broker-dealer and APIs, so banks, apps and wallets can offer their own customers worldwide US investing, fractional shares included. The firm is private. Headquarters are in New York.
Best for: Consumer apps, banks and digital wallets, above all those outside the US, seeking to embed investing in US stocks and ETFs through an API.
Conditional recommendHow this category is scored
Four criteria track outcomes that matter to buyers in this category. Another four, the same in all categories, address the company and the commercial terms.
| Assets and account types Buyer outcomes | Supported asset classes, markets and account types. |
|---|---|
| Advisor and client tools Buyer outcomes | Features for portfolio, client experience and reporting. |
| Integrations and data Buyer outcomes | APIs, data feeds and links into other wealth systems. |
| Custody and operations Buyer outcomes | Regulatory status, along with clearing, back-office support and custody. |
| Product depth and roadmap Company and commercial | Coverage of the job by the product, and how active development is. |
| Onboarding and support Company and commercial | Implementation aid, documentation and support channels offered by the company. |
| Pricing transparency Company and commercial | How much pricing a buyer can view before any sales conversation. |
| Contract terms Company and commercial | Exit terms, minimums and commitments, to the extent the company publishes them. |