The biggest software companies and custodial platforms for financial advisors, by estimated annual revenue, leaving out general business tools like Zoom and Calendly that are far bigger than the industry.
| Rank | Name | Est. annual revenue | Reviews |
|---|---|---|---|
4 |  Harvest Everyone’s time is valuable. We help teams spend it wisely. | $50–100M est. | — |
5 |  Nitrogen Proposal Generation/Sales Enablement | $25–50M est. | 1 review |
5 |  YCharts Investment Data/Analytics | $25–50M est. | 1 review |
5 |  Altruist Custodial Platform | $25–50M est. | 1 review |
5 |  Wealthbox CRM | $25–50M est. | 1 review |
5 |  RightCapital Financial Planning | $25–50M est. | 1 review |
10 |  Monarch Cash Management/Budgeting | $10–25M est. | — |
10 |  Jump Client Meeting Support, AI Assistants/Agents, AI Platforms | $10–25M est. | — |
10 |  Wealth.com Estate Planning, Tax Planning, Outsourced Estate Document Preparation | $10–25M est. | — |
10 |  Holistiplan Tax Planning | $10–25M est. | 1 review |
10 |  Zocks Zocks is the #1 AI Assistant for financial advisors. | $10–25M est. | 1 review |
10 |  Advyzon Planning Light, Performance Reporting, Trading/Rebalancing, Portfolio Management, Risk Tolerance, Client Meeting Support, Client Data Gathering, AI Assistants/Agents, Client Portal, CRM, Advisory Fee Billing, Document Management, TAMP | $10–25M est. | — |
10 |  Practifi Intelligent CRM Solutions for RIAs. | $10–25M est. | — |
17 |  AdvicePay Advisory Fee Billing | $3–10M est. | — |
17 |  Redtail CRM, Client Texting | $3–10M est. | 1 review |
17 |  Asset-Map Advice Engagement | $3–10M est. | — |
17 |  WealthReach The organic growth platform built for financial advisors. Attract and Convert more ideal clients. | $3–10M est. | — |
17 |  Greenboard Make everyone a compliance champion. Materially better software for SEC & FINRA compliance, built as a system of action | $3–10M est. | — |
22 |  Slant AI-powered CRM for financial advisors | $1–3M est. | — |
22 |  EncorEstate Plans Estate Planning, Outsourced Estate Document Preparation | $1–3M est. | — |
22 |  Kwanti Investment Data/Analytics | $1–3M est. | 1 review |
22 |  FinTurk Portfolio Management, CRM | $1–3M est. | — |
26 |  fpPathfinder Advice Engagement | Under $1M est. | — |
26 |  Hubly Workflow Support | Under $1M est. | — |
26 |  CurrentClient Client Texting | Under $1M est. | 1 review |
26 |  PreciseFP Client Data Gathering | Under $1M est. | — |
26 |  BLOXFOLIO AI portfolio design and rebalancing for financial advisors | Under $1M est. | — |
26 |  CanyonOps The practice management platform for independent RIAs. Deliver what you promise, grow on your reputation, and prove it. | Under $1M est. | — |
26 |  Kerdora AI-enhanced financial planning software | Under $1M est. | — |
Each box is sized by the company's revenue (estimated, or reported where known). Hover for how it was worked out; click to open the company's page.
