AdvisorTech Map
AdvisorTech Directory
Browse, discover, and build your own stack of technology solutions for independent financial advisors.
Consulting
Are you a tech vendor or strategic investor? Hire Kitces Consulting to delve deeper.
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Receive quarterly updates of all the map companies & changes as an export for your own internal use!
Map Addition/Changes
Is there a company we need to add? Information we need to change? Let us know so we get it right!
AdvisorTech Insights
Read our monthly column on the latest in AdvisorTech news and developments! Available free to all!
Kitces Advisor Technology Map
See below for the latest version of the Financial Advisor Technology Map (now formatted as a clickable PDF where each logo goes directly to the relevant company websites!) across all major categories, including financial planning, investment management, sales and marketing, client engagement, and operations, including emerging AI financial advisor solutions.
This FinTech Map of wealth management software is produced in collaboration with Craig Iskowitz of Ezra Group.
