How we research wealth management software vendors, who is behind the catalog, and how the editorial layer stays vendor-neutral.
About WealthTech Catalog
An independent catalog of wealth management, portfolio management and financial planning software, written for financial advisors, RIAs and family offices who need to verify pricing and vendor positioning before a demo call.
What we cover
WealthTech Catalog tracks the vendors that matter across wealth management software — portfolio management, financial planning, asset and investment management, advisor CRM and family office platforms. Every vendor page is built from verified public pricing, earnings disclosures, SOC 2 and data-security attestations and the vendor's own product documentation. We do not paraphrase analyst summaries.
Editorial independence
The catalog accepts no payment for ranking position. Vendors cannot edit our reviews. Affiliate links, when present, are marked with rel="sponsored" and do not influence assessment. Sponsored placements, if introduced, will be clearly labelled and held separate from editorial pages.
How we research
Each vendor profile starts from the vendor's official pricing page, the most recent earnings call transcript, publicly citable analyst commentary, and product release notes. Where a vendor gates pricing or does not disclose AUM or client counts, the page says so plainly rather than guessing. Numbers we cannot verify never appear as round figures pretending to be facts.
Why a catalog, not a marketplace
Buyer-side guidance for advisor and wealth software has been dominated by lead-gen sites that surface whichever vendor pays best per click. WealthTech Catalog is structured the opposite way: pages exist because a financial advisor, RIA or family office needs to compare them, not because a vendor sponsored the slot. Comparison pages exist for every meaningful pairing in the categories we cover.
Contact and corrections
If a published pricing tier, client count or AUM figure is wrong, see our contact page. Vendor-submitted corrections are reviewed before publishing. We aim to acknowledge correction requests within five business days.