Top 10 AdvisorTech to Watch on LinkedIn

4/8 - 4/15: Advisor360 adds 456 followers, Jump leads % growth with 42%!

Joe Moss 🚀🔥

Apr 16, 2024

SPONSORED BY

Good afternoon!

Let’s start today with a poll inspired by the latest Kitces blog post:

Do you re-purpose your content for multiple mediums?

Video, blog, podcast, shorts, carousels, etc?

There’s some incredible tools out now to help with this. More on that later (check out Supergrow).

So let’s get started! This is from 4/8/24 through yesterday:

Top 10 - LinkedIn Follower Growth
ProAdvisorSuite Vendor of the Week
Top 10 - LinkedIn Percentage Growth

Top 10 - LinkedIn Follower Growth

🥇Advisor360 - Portfolio Mgmt +456 (NEW!)

The holistic wealth management platform that accelerates your digital transformation

www.linkedin.com/company/advisor360/

🥈ACA Group - Compliance +352

ACA Group (“ACA”) is the leading governance, risk, and compliance (GRC) advisor in financial services.

www.linkedin.com/company/acagroup/

🥉Pontera - Portfolio Mgmt. +306

Enabling retirement savers to get the help they need managing their 401(k) from their trusted advisor.

www.linkedin.com/company/pontera/

Addepar - Portfolio Mgmt. +261

Addepar is a global tech and data company that helps investment professionals provide better guidance for their clients.

www.linkedin.com/company/addepar/

Vanilla - Estate Planning +182

Making Estate Planning Simple for Financial Advisors

www.linkedin.com/company/justvanilla/

Pershing - Custodial Platform +174

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation.

www.linkedin.com/company/bnymellonpershing/

YCharts - Investment Data/Analytics +167

Enabling smarter investment decisions and better client communications.

www.linkedin.com/company/ycharts/

Orion Advisor Services - Portfolio Management +153

Power your growth and scale your business with Orion’s fully connected technology and investment solutions.

www.linkedin.com/company/orionwealthtech/

Schwab Advisor Services - Custodial Platform +147

At Schwab Advisor Services™, we are dedicated to working with and learning from advisors like you.

www.linkedin.com/company/schwab-advisor-services/

ProAdvisorSuite Vendor of the Week

In partnership with:

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