Orion Advisor Tech is a financial technology solution company. The company offers performance reporting, trading and rebalancing, tax lot accounting, advisory fee billing, portfolio management system, mobile apps, CRM integration, financial planning integration, and new account opening.

Addepar is a financial operating system that aims to bring common sense and ethical, data-driven investing to the financial world. Addepar gives advisors and their clients a clearer financial picture at every level, all in one place, and handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it.

Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations, and quantify suitability. Riskalyze provides its technology to licensed investment advisors in the United States, who use it to capture risk tolerance and quantify suitability for their clients.

PureFacts provides financial asset management services. It offers enterprise wealth management and asset management solutions for financial services. The company was founded in 2010 and is based in Toronto, Canada.

d1g1t is a digital wealth management platform powered by analytics that provides portfolio management services and risk reporting to advisors and their individual investors.

InvestCloud offers the securities industry collaborative cloud-based solutions. Equipped with its cloud delivery model, InvestCloud develops and deploys custom, scalable solutions with pace setting efficiency for asset managers, fund of funds, Investment Advisors, and the managers of pensions and endowments. These high-impact business solutions collaborate seamlessly with other technologies such as custodians and line-of-business applications, processes, and even allow businesses to leverage their existing infrastructure.