65of 100 · 2026 Edition
AI-native operating system for client onboarding and servicing at wealth managers and insurers.
Avantos uses a client-relationship knowledge graph to power agentic onboarding (data collection and compliance), relationship intelligence and AI servicing workspaces; launch client Mercer Advisors.
Agentic onboarding collects data and completes compliance steps.
Strategic backing from Vanguard and Guardian.
ZocksPrivacy-first AI for financial advisers that automates meeting prep, notes, onboarding and follow-ups.
StreetbeatStreetbeatPRO gives wealth managers off-the-shelf and custom AI agents for trading, risk and portfolio analysis.AvantosAI-native operating system for client onboarding and servicing at wealth managers and insurers.
NevisAI systems that automate end-to-end RIA operations: meeting prep, client management, onboarding, servicing and compliance.
JumpAI operating system for financial advisers, used by ~1 in 10 US advisers.Selection and ranking are independent of commercial relationships with AI InterConnect.