5 notable wealth management companies across the Americas

By Edlyn Cardoza

A professional service provided by wealth managers, including investment planning, accounting, tax planning, estate planning or retirement planning, and portfolio and financial services management provided to business owners or a corporate for one set fee, is called wealth management. Wealth managers may work individually or as part of a small-scale business or a large firm. Based on the nature of the business, wealth managers may function under different titles, which include financial consultant or financial adviser.

B2B FinTech companies play a vital role in the future of financial services. Small business owners are typically solely responsible for their wealth management, and they do not benefit from employer programs from retirement to investing to planning for significant life events. Furthermore, wealth management is complicated because small business owners’ wealth is often tied solely to their business.

Here are 5 notable wealth management companies across the Americas:

• Aladdin Wealth

Aladdin Wealth is a platform powering the future of wealth management. Aladdin Wealth is transforming wealth businesses and changing how advisors engage with individual investors, built on the portfolio and risk analysis technology used by BlackRock and sophisticated institutions globally.

• Broadridge

Broadridge, a global FinTech leader with $5 billion in revenues, helps clients get ahead of today’s challenges to capitalise on what’s next with communications, technology and data and analytics solutions that help transform their businesses. Broadridge handles millions of daily trades involving trillions of dollars, delivers essential communications for over 5,000 brands, and manages shareholder voting in 90 countries.

• InvestCloud

InvestCloud is transforming the financial industry’s approach to digital. InvestCloud is a singular, no-code software platform for Digital and Commerce enablement within the financial sector. With its cloud-native, multi-tenanted platform, they are changing the approach to digital for the world’s largest banks, wealth managers and asset managers – empowering them to leverage and leapfrog decades of technology debt and meet the elevated needs of today’s and tomorrow’s end clients.

• MIMICS

MIMICS provides financial software for the financial services industry in the U.S. and overseas. MIMICS develops & supports software products for financial planning, accounting & banking operations, including Stockholder Accounting, Portfolio Management, Trust, Pension Administration, Loan Management, Trading Investment, Money Desk, Investment Bank, Treasury Management, Accounting, Customer Relationship Management & Property Management Software Systems.

• SS&C

SS&C is a global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. SS&C’s Global Wealth Platform is its comprehensive, cloud-based solution that enables you to manage your entire investment process, end-to-end, on a single platform, leveraging a single database from a single provider. An integrated wealth solution to streamline your investment process on a single wealth management platform. GWP bridges your front, middle and back offices and ensures data consistency across all phases of the investment process.

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