Kitces AdvisorTech Map Exports
With exports of the Kitces AdvisorTech Map data, you can get an easy-to-use Excel file of key vendor information, plus quarterly updates to ensure you always have the latest details!
Your Up-to-Date Downloadable Guide to the Leading AdvisorTech Solutions
Looking for a streamlined way to explore the latest Kitces AdvisorTech map solutions? With the Kitces AdvisorTech Map Export, you get an easy-to-use Excel file, plus quarterly updates to ensure you always have the latest information.
Why Choose the Kitces AdvisorTech Map Export?
✔️ Save Time – No more manual work required—get all the firms in one place.
✔️ Stay Up-to-Date – Quarterly updates keep your information relevant.
✔️ Compare & Evaluate – Easily filter and analyze firms to find the best fit for your needs.
Terms of Use
These Kitces AdvisorTech Map exports are provided for your internal research and reference purposes only. It may not be copied, redistributed, republished, or used in any commercial product or service, whether in whole or in part, without a separate licensing agreement. In addition, use of this data for external distribution or resale is strictly prohibited without prior written permission. If you’d like to use the data in a broader way, or have questions about whether your use case fits our Terms of Use, please simply reach out via [email protected] — we’re happy to chat about further licensing arrangements!
FAQs
After purchase, you’ll receive an email with a link to download your Kitces AdvisorTech Map Export file.
Yes! If you purchase the Standard version and later decide to upgrade to Expanded, then reach out to our team at [email protected].
The Kitces AdvisorTech Map is updated on a monthly basis, including companies that are added or subtracted, and the category they are assigned to. Ezra Group integration scores are updated as companies provide new information for scoring purposes. Kitces Advisor Satisfaction scores are updated as part of the bi-annual Kitces AdvisorTech Research study.
These Kitces AdvisorTech Map exports are provided for your internal research and reference purposes only. It may not be copied, redistributed, republished, or used in any commercial product or service, whether in whole or in part, without a separate licensing agreement. In addition, use of this data for external distribution or resale is strictly prohibited without prior written permission. If you’d like to use the data in a broader way, or have questions about whether your use case fits our Terms of Use, please simply reach out via [email protected] — we’re happy to chat about further licensing arrangements!
Yes, your subscription will automatically renew annually at the end of each term to ensure you continue receiving quarterly updates without interruption. You will be charged based on the plan you selected (Standard or Expanded) at the time of renewal.
You can request cancellation at any time by reaching out to [email protected]
Yes, we offer a 50% refund if requested within the first 90 days of purchase. After 90 days, refunds will no longer be available.
