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title
Kitces Financial AdvisorTech Directory
description
Discover FinTech Solutions for Financial Advisors. Here you can browse and discover technology solutions for registered investment advisors (RIA) and independent broker-dealers. Browse categories for
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fintech.kitces.com
author
updated
2026-02-20 13:17:14
raw text
Financial AdvisorTech Directory Financial AdvisorTech Directory Welcome to the Kitces Directory of FinTech Solutions for Financial Advisors! Here you can browse and discover technology solutions for RIAs and independent broker-dealers. Feeling inspired? Head over to the Stack Builder to create a stack for your advisory practice. Search for Tools Browse Categories Operations Essentials Basic operations of a remote-capable financial advisory. Financial Planning Solutions for the planning-oriented advisor. Business Development Growing and sustaining your business. Investment Management Solutions for the investment-oriented advisor. Client Engagement Tools to support client meetings and engagement. Advisor Platform 'All-In-One' platforms that serve as a hub for the advisor's business. Browse Sample Stacks XYPN Tech Stack Startup Advisor Solopreneur Mid-Sized Firm Ensemble Firm Popular Categories CRM Financial Planning Portfoli...
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