Best Wealth Management in 2026

FundCount

It is aimed at family offices, fund administrators, hedge funds, and private equity firms needing accounting and investment reporting.

Advisor360° CRM

It suits advisors, RIAs, broker-dealers, insurance broker-dealers, bank wealth divisions, and supporting home offices.

Addepar

Addepar suits investment professionals and organizations that need to analyze public and private holdings, manage fee calculations, or deliver client portfolio reporting.

eMoney Advisor

It is built for financial advisors and is also described as serving banks, broker-dealers and registered investment advisors.

Advyzon is for advisory firms seeking portfolio, client relationship, document and reporting tools in one platform.

RightCapital

RightCapital suits financial advisors who need retirement and tax planning tools alongside a portal for sharing plans and collaborating with clients.

Masttro

Masttro is aimed at ultra-high-net-worth families, single- and multi-family offices, private banks, RIAs, and professional service firms.

It is intended for financial institutions and wealth-management teams serving clients from ultra-high-net-worth to mass affluent segments.

It suits wealth managers, RIAs, investment managers, fund administrators, AIFs, and family offices needing portfolio operations and client reporting.