wealth management platform for advisors

which, at the end of the day, could result in a smaller playing field of portfolio management systems for advisors, and a higher hurdle for any new offerings that will have an even harder time trying to differentiate themselves. doesn’t a large segment of the market believe that selecting the best-of-breed in each category is the best way to go? but they also see the value in having more and more parts of the wealth management life cycle inside their walls. but we only see a few m&a deals each year, and certainly not enough to even put a dent in the total. according to finra, there are around 3,500 broker-dealers, but the top 5% have most of the assets and advisor headcount.

firms targeting rias want to sell to enterprise, but the consolidation and crowding out of enterprises also means a newfound desire of enterprise solutions to shift into the ria channel, believing that there is greenfield for them in the other segment. they were a strong contender for the better part of a decade going up against envestnet, vestmark, and tegra118 in the enterprise space. this eventually led to (and i’m skipping a lot of time and iterations) what was called the env2 platform and is now just referred to as the envestnet enterprise platform, which targets the institutional segment and probably has the largest market share. around 2002, charles schwab launched portfoliocenter, one of the first ria custodians to build out a portfolio management application. but the inclusion of albridge in this particular survey category is wrong because they are not a portfolio management vendor, they are a provider of reporting and data aggregation services. still, my gut reaction is that smaller vendors, in particular, are most likely to be squeezed by the current crisis and look for a partner or sell themselves rather than going out of business.

her passion is technology, with a strong interest in software development, coding, and databases. prior to joining geowealth in 2019, scott was a vp with state street global advisors and the spdr family of etfs. steve was born and raised in the coal regions of eastern pennsylvania. prior to joining geowealth in 2021, he served as the regional vice president with orion portfolio solutions for 7 years, leveraging his experience in investment management, relationship management, practice management, and behavioral finance. she plays an integral role in the onboarding and maintenance of client accounts at the various custodians integrated with geowealth. luke graduated from the university of notre dame’s college of arts and letters with a b.a. vishal graduated from the university of iowa with degrees in finance and management. jen received a bs in finance from the pennsylvania state university and an mba from the wharton school of business.

he has a bachelor of science degree in computer science from the university of sydney in sydney, australia. she participates in all aspects of the development lifecycle to ensure a seamless rollout of new functionality, and serves as a subject matter expert on the technology. jenna provides support to geowealth’s existing clients and is actively involved in the implementation of new clients to the geowealth platform. prior to joining geowealth in 2020, lauren was a sales consultant at state street global advisors and the spdr family of etfs. he graduated from the university of michigan ross school of business with a master’s degree in accounting and a bachelor’s degree in business administration. with over two decades of experience in trading and operations, ben supports all functions for the proprietary solution. he now resides in the kansas city area with his wife and three children. grant is a member of the geowealth trading team, where he focuses on model portfolio updates and trade processing in client accounts. he graduated from the university of notre dame’s mendoza college of business with a b.a.

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