See below for the latest version of the Financial Advisor Technology Map (now formatted as a clickable PDF that goes directly to the relevant company websites!). This FinTech Map is produced in collaboration with Craig Iskowitz of Ezra Group. You can also see our full AdvisorTech Directory here.

For more information on the current and ongoing financial advisor FinTech landscape, go here for our Monthly Advisor FinTech coverage! Or for further information to consult with Michael or Craig directly on Advisor FinTech, click here.

If you have additions or suggestions to improve the Advisor Technology Map or our AdvisorTech Directory, please contact [email protected]!