Key Business Breakdowns
Products & Services
Wealth Management Platform
Unified platform that provides financial advisors with client relationship management, billing, performance reporting, client portal access, and onboa••••• ••••• •••••• • •••••• •••••••••.
Pricing & Go-to-market
Typical Contract Length
•-• •••••.
Pricing model
A variable subscription-based model that depends on the use of the product. The fees can be per seat, basis points on AUM, per-account fees, and flat ••••••••• ••••.
Average Sales Cycle
•-•• ••••••.
Growth Review
Customer Overview
c.1,500 customers, primarily within the financial services industry vertical, with key segments including (RIAs) Registered Investment Advisers and (••••) ••••••••••• ••••••-•••••••.
Key Purchasing Criteria
•••••••• ••••••••••• •••• •••••••••• ••• •••••••• ••••••••, •••••••• •• ••• ••••'• ••••••••••. ••••••• •• •••• • ••••••, ••• ••• ••• ••••••• ••••••.
| Company Name | Revenue | FTE | Proprietary Insights | HQ | Ownership Type |
|---|---|---|---|---|---|
 AdvisorEngine | - | •• '•• | - | USA | P•••••••• |
 Advyzon | - | - | - | - | F•••••••••••• |
 Orion | - | - | - | - | P•••••••• |
 Black Diamond Wealth Platform | - | - | - | - | A••••••• |
Relevant Companies
Patra
Insurance process outsourcing platform for carriers, brokers, and MGAs to streamline back-office operations such as policy administration, underwriting support, and certificate issuance.
HQ
Ownership
Investors
DriveWealth
Brokerage as a service provider enabling fintech companies and financial institutions to offer fractional trading, brokerage infrastructure, and global market access to end users.