WLT

Wealth & brokerage platforms

Retail and advisor-facing brokerage, custody, and wealth-ops platforms.

Top three

1
Altruist
82/100 Shortlist
Independent RIAs, breakaway advisors and established firms alike, that want one provider for custody and portfolio software with published fees.
Open profile
2
Addepar
77/100 Shortlist with caveats
RIAs, family offices and private banks needing consolidated reporting that spans public assets, private assets and complex ownership structures.
Open profile
3
Apex Fintech Solutions
76/100 Shortlist with caveats
Brokerages, wealth firms and fintech apps seeking outsourced custody and clearing, API access and broad asset coverage.
Open profile

All rated companies in this sector

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.

Built for: Independent RIAs, breakaway advisors and established firms alike, that want one provider for custody and portfolio software with published fees.

Shortlist

WLT77

Addepar

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.

Built for: RIAs, family offices and private banks needing consolidated reporting that spans public assets, private assets and complex ownership structures.

Shortlist with caveats

WLT76

Apex 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.

Built for: Brokerages, wealth firms and fintech apps seeking outsourced custody and clearing, API access and broad asset coverage.

Shortlist with caveats

WLT73

DriveWealth

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.

Built 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.

Shortlist with caveats

Criteria for this sector

Four criteria measure buyer needs in this sector. The other four remain identical from sector to sector and cover the vendor and its commercial terms.

Assets and account types Sector criteria	Supported asset classes, markets and account types.
Advisor and client tools Sector criteria	Features for portfolio, client experience and reporting.
Integrations and data Sector criteria	APIs, data feeds and links into other wealth systems.
Custody and operations Sector criteria	Regulatory status, along with clearing, back-office support and custody.
Product depth and roadmap Vendor criteria	Coverage of the job by the product, and how active development is.
Onboarding and support Vendor criteria	Implementation aid, documentation and support channels offered by the company.
Pricing transparency Vendor criteria	How much pricing a buyer can view before any sales conversation.
Contract terms Vendor criteria	Exit terms, minimums and commitments, to the extent the company publishes them.