During week 24 of 2024, we added or updated 92 business profiles to/within our Solution Provider Directory across our Technology & Data and Consulting, Research & Support Services marketplaces. Each of these businesses has a solution offering of relevance to the business needs of wealth managers and their business profiles are each individually accessible via the links highlighted below.
In alphabetical order, the business profiles added to the site this week were: ARQA, Brightwave, Escalent, Exempt Edge, Finhaven, Fispoke, ForUsAll, ForwardLane, FundCount, Fundpath, Galileo Financial Technologies, Graphene, H2 FinTech, Harvest Exchange, Helios, Hexaview, HeyAdvisor, HWA International, IDX Insights, Infinite Investment Systems, Infovisa, Instnt, inStream Solutions, Interactive Brokers, InterGen Data, Intuit, InvestEdge, iPaladin, iPipeline, iTrustCapital, JayBee, Jumio, Keap, Kestra Financial, Kraken, Kroll, Kwanti, Kyriba, Laserfiche, Ledgex Systems, LegacyShield, Lendtable, Lepide, LexisNexis Risk Solutions, Linqto, London Stock Exchange Group, Looker, M-Files, MacroRisk Analytics, Make It A Great Day, MarketRiders, MarketX, Markov Processes International, Marstone, MasterPlan Financial Software, MaxMyInterest, Mercury Capital Advisors, MessageWatcher, MicroVentures, Mitek Systems, Modern Treasury, modeso, Money.net, Moneytree Software, Mosaik Consulting, Moxo, MyVest, nCino, NetDocuments, NetFoundry, New Constructs, NewRetirement, Nitrogen, NMS Imaging, Northfield Information Services, Numerix, Nutcracker, Okcoin, OnPointe Risk Analyzer, OpenFinance, PetakSys, Prometheum, Prospero, SCRYPT, sFOX, Shaping Wealth, Snap Projections, Synapse, SynergyRIA, Tungsten Automation, ZeroKey, and ZILO
Adding or updating your business and solution profiles to/within our Solution Provider Directory
If you are a solution provider/vendor with an existing set of business and solution profiles in our Solution Provider Directory that need updating, or a solution provider/vendor not yet in our directory that we should add, please write to us at office@thewealthmosaic.com and we will work with you through what is a short and straightforward process.
Working with us
If you want to know more about the various ways we work with solution providers both in and around our directory and website and beyond, please see our full offering in our Work with Us in 2024 catalogue.
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