Browse all wealth management, portfolio, financial planning and advisor software vendors in our directory.
Top 15 Wealth Management Software Vendors 2026 — Ranked Directory
The full directory of wealth management, portfolio management and financial planning software vendors covered by WealthTech Catalog. Filter by SOC 2 / ISO 27001 / GDPR compliance, firm size, or rating. Each vendor page includes verified pricing (where public), G2/Capterra rating aggregates, custodial and data-feed integrations, and a screenshot gallery.
What wealth management software looks like in 2026
Wealth management software is the technology stack financial advisors, RIAs and family offices use to run their practices — portfolio management and accounting, rebalancing and trading, financial planning, performance reporting, and advisor CRM. Most firms assemble a stack rather than buy a single suite: a portfolio management platform that reconciles custodial data feeds, a financial planning tool, and a CRM built for advisors. This directory tracks the vendors that dominate specific segments and price tiers across those categories.
Every vendor page in this directory answers the same buyer questions: published pricing tiers, minimum AUM or seat requirements, SOC 2 / ISO 27001 / GDPR status, native custodial and data-aggregation integrations, rebalancing and performance-reporting depth, a real screenshot gallery from vendor product pages, and an independent editorial verdict.
How to use this directory
Three practical entry points:
- Compliance filter — check the boxes below to see only vendors with SOC 2 Type II, ISO 27001, GDPR and other certifications. Rules out non-eligible vendors before you shortlist.
- Firm size filter — solo/small RIA, mid-size advisory, or enterprise/family office. Vendor architectures diverge sharply at these boundaries — some tools ship for solo advisors, others for large firms and multi-custodian family offices.
- Category hubs — start from portfolio management, financial planning or advisor CRM to narrow to the tools that fit your workflow.
Browse the full financial advisor software hub, or for head-to-head pairs, see the comparisons directory.
Ranked comparison matrix — top 15 vendors
| # | Vendor | Rating | Starting price | Pricing model | Best for | Compliance highlight | Segment |
|---|---|---|---|---|---|---|---|
| 1 | ★ 8.6 | $749.00per year | Paid | — | — | — | |
| 2 | ★ 8.6 | Gated | Quote Only | — | — | — | |
| 3 | ★ 8.5 | $149.95per advisor/month | Paid | — | — | — | |
| 4 | ★ 8.5 | $59.00per user/month | Paid | — | — | — | |
| 5 | ★ 8.4 | Gated | Quote Only | — | — | — | |
| 6 | ★ 8.4 | $39.00per user/month | Paid | — | — | — | |
| 7 | ★ 8.3 | Gated | Quote Only | — | — | — | |
| 8 | ★ 8.3 | Gated | Quote Only | — | — | — | |
| 9 | ★ 8.2 | Gated | Quote Only | — | — | — | |
| 10 | ★ 8.2 | Gated | Quote Only | — | — | — | |
| 11 | ★ 8.1 | Gated | Quote Only | — | — | — | |
| 12 | ★ 8.1 | $1400.00per advisor/year | Paid | — | — | — | |
| 13 | ★ 8.0 | Gated | Quote Only | — | — | — | |
| 14 | ★ 7.9 | Gated | Quote Only | — | — | — | |
| 15 | ★ 7.6 | $395.00per month (Elite bundle) | Paid | — | — | — |
Holistiplan
★ 8.6 (0)Tax-planning software that scans a return in seconds and turns it into client-ready planning scenarios.
Orion
★ 8.6 (0)All-in-one advisor platform pairing #1-market-share portfolio accounting with Redtail CRM, trading and planning.
RightCapital
★ 8.5 (0)Modern, easy-to-use financial planning software with strong retirement, tax and student-loan tools, and public pricing.
Wealthbox
★ 8.5 (0)Modern, easy-to-use advisor CRM with an activity-feed workflow, AI Notetaker and 150+ integrations.
Addepar
★ 8.4 (0)Enterprise wealth platform for complex, multi-asset portfolios spanning public markets and private alternatives.
Redtail CRM
★ 8.4 (0)The most widely adopted advisor CRM, now an Orion company, with compliant texting and 100+ integrations.
Black Diamond Wealth Platform
★ 8.3 (0)Cloud-native SS&C Advent platform for portfolio management, reporting and a polished client experience.
eMoney Advisor
★ 8.3 (0)Fidelity-owned planning platform combining goals-based and cash-flow planning with a strong client portal.
Advyzon
★ 8.2 (0)All-in-one advisor platform built entirely in-house, pairing top-rated portfolio accounting with CRM and billing.
Masttro
★ 8.2 (0)Security-first family office platform consolidating every asset, entity and generation into one wealth picture.
Envestnet | Tamarac
★ 8.1 (0)Integrated platform for established RIAs pairing portfolio reporting and rebalancing with CRM and a client portal.
MoneyGuide
★ 8.1 (0)Envestnet's goals-based planning platform that put Needs, Wants and Wishes on the map for advisors.
Practifi
★ 8.0 (0)Salesforce-built CRM and practice-management platform purpose-built for growing wealth-management firms.
Morningstar Direct Advisory Suite
★ 7.9 (0)Research, planning and proposal tools built on Morningstar's data, the successor to Advisor Workstation.
Nitrogen
★ 7.6 (0)The risk-tolerance platform behind the Risk Number, now a broader client-engagement and growth suite.
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