Financial Advisors

Software has been eating the world for the last couple of decades. In my world of advisor technology, to torture the phrase, software ate so much it got a stomach ache.

Michael Kitces, the foremost authority on all things financial planning, created a financial advisor fintech solutions map back in the spring of 2018 to help us make sense of everything.

And here is what it looks like today.

When Michael first created this graphic, there were 29 categories, with an average of 4.6 companies. Today, there are 36 categories, with an average of 13.5 companies.

How did we get here? Are these companies being built for investors or users? Josh and I spoke with advisor-tech expert Jason Pereira about the past, present, and future of the space.

If you’re an advisor, we’re going to be doing a lot more content focused on our day jobs. Sign up to The Unlock to get involved.