Skip to main content
Logo

Companies that use Wealth Management Platform in North America

List of companies using Wealth Management Platform in North America

curl --request POST \
--url "https://api.theirstack.com/v1/companies/search" \
--header "Accept: application/json" \
--header "Content-Type: application/json" \
--header "Authorization: Bearer <api_key>" \
-d "{
  \"company_technology_slug_or\": [
    \"wealth-management-platform\"
  ],
  \"company_country_code_or\": [
    \"NORTH-AMERICA\"
  ]
}"

Technology

is any of

Logo

Wealth Management Platform

Country

is any of

North America

  • moomoo logo
    United StatesEmployees267Financial Services
    LogoWealth Management PlatformHigh confidence
  • Envestnet logo
    United StatesEmployees2.8kFinancial Services
    LogoWealth Management PlatformHigh confidence
  • AllianceBernstein logo
    United StatesEmployees5.1kRevenue$4.1BFinancial Services
    LogoWealth Management PlatformHigh confidence
  • AssetMark logo
    United StatesEmployees1.1kRevenue$498MFinancial Services
    LogoWealth Management PlatformHigh confidence
  • Kestra Financial logo
    United StatesEmployees470Revenue$608MFinancial Services
    LogoWealth Management PlatformHigh confidence
  • RBC logo
    CanadaEmployees101kRevenue$32BBanking
    LogoWealth Management PlatformHigh confidence
  • Osaic logo
    United StatesEmployees2.6kRevenue$110MFinancial Services
    LogoWealth Management PlatformHigh confidence
  • United Bank logo
    United StatesEmployees5kRevenue$1.1BFinancial Services
    LogoWealth Management PlatformHigh confidence
  • Bernstein Private Wealth Management logo
    United StatesEmployees934Financial Services
    LogoWealth Management PlatformHigh confidence
  • Futu Clearing Inc. logo
    United StatesEmployees68Financial Services
    LogoWealth Management PlatformHigh confidence

Download list of 177 companies using Wealth Management Platform in North America. This curated list is available for download and comes enriched with vital company specifics, including industry classification, organizational size, geographical location, funding rounds, and revenue figures, among others.

Technology Usage Statistics and Market Share

How to target Wealth Management Platform users

How to customize this list?

You can customize this data to your needs by filtering for geography, industry, company size, revenue, technology usage, job postions and more. You can download the data in Excel or CSV format.

How to be alerted when companies adopt this technology?

You can get alerts for this data. You can get started by selecting the technology you are interested in and then you will receive alerts in your inbox when there are new companies using that technology.

How to import this data to my CRM?

You can export this data to an Excel file, which can be imported into your CRM. You can also export the data to an API.