Highest reviewed Wealth & brokerage platforms companies (2026)
The list ranks the Wealth & brokerage platforms companies we have reviewed by Fintech Index Score. Each score uses the same method as the full review.
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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.
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4
Open review
DriveWealth
Consumer apps, banks and digital wallets, above all those outside the US, seeking to embed investing in US stocks and ETFs through an API.
Last update September 23, 2026. 4 reviews for this category.