Wealth Management

Bank OZK is a provider of personal and commercial banking products and services including loans, mortgages and wealth management.

WealthEngine, Inc. is the leading provider of predictive marketing analytics, audience development and wealth intelligence services to nonprofit organizations, financial...

Total Expert is a fintech software company that built the first experience platform purpose-built for the modern financial institution. The...

Expensify is the world’s most widely-used receipt tracking and expense management app. Whether you’re working for yourself, managing a team,...

T-REX’s mission is to make complex capital markets more liquid through enhanced transparency and efficiency. In order to facilitate growth...

Questis is a configurable financial wellness technology platform that allows retirement advisors and financial service providers to easily deliver personalized...

Xtiva helps leading financial service companies achieve more. Xtiva provides the leading and most respected sales performance management (SPM) and...

Ubiquity Retirement + Savings ® is a leading fintech company that sits at the crossroads of HCM, SaaS, and robo-record...

PlanPlus Global is now part of Morningstar, combining PlanPlus Global’s risk profiling tools and advanced financial planning capabilities with Morningstar's...

FundCount provides integrated accounting and investment analysis software that improves operational efficiency and delivers immediate, actionable intelligence to clients around...