v4.0 · Q2 2026

The RIA toolstack, mapped.

Drafted for RIAs who want to see the wealth management ecosystem end-to-end — 132 vendors across 36 categories, filterable by firm size, strategic priority, and integration capability. Priority weighting goes to tools leveraging modern technology and to vendors that play well with the rest of an independent's stack — integration- and ecosystem-friendly choices over walled gardens. Top picks shown in full detail; long-tail entries in compact form. Click any tag to filter; matches surface to the top of each category.

No vendors match this filter combination. Try clearing one of the filters.
Sources: Kitces Research on Advisor Technology 2025 · Ezra Group WealthTech Integration Score (median 4.5/10) · Kitces 2024 Financial Planner Productivity Study
Built for the Spontivly RIA pivot · For internal use and select partner discussions