Envestnet focuses on wealth management technology and financial wellness within the financial services industry. It offers a suite of solutions including investment administration and trading tools for financial advisors, asset managers, and financial institutions. It was founded in 1999 and is based in Berwyn, Pennsylvania.

Powder provides artificial intelligence (AI) solutions for the wealth management sector, focusing on document analysis. The company offers AI agents that automate the parsing and analysis of financial documents, which reduces the time required for these tasks and allows wealth management professionals to engage with clients and perform other activities. Powder's AI technology aims to improve client service by increasing productivity, ensuring compliance, and providing data security. It was founded in 2023 and is based in Los Altos, California.

Addepar focuses on investment portfolio management within the financial services industry. The company provides a system that consolidates and evaluates data related to the 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 New York, New York.

FINNY provides a prospecting platform for financial advisors within the financial services industry. The platform includes lead generation features that help advisors identify and engage with prospects whose needs align with their services, and automates the outreach process. FINNY primarily serves the financial advisory sector. It was founded in 2023 and is based in New York, New York.

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.

Orion focuses on wealth management technology and offers products and services for financial advisors and their clients. The company provides solutions for portfolio accounting, client relationship management, trading, risk intelligence, compliance, and financial planning. Orion's platform serves independent advisory firms, broker-dealers, banks, trust companies, and other financial institutions, connecting planning goals to investment strategies. Orion was formerly known as NorthStar Financial Services Group. It was founded in 1999 and is based in Omaha, Nebraska.