Category
AI wealth management software: what they are and who makes them
meeting and admin assistants, custodian and ai layer bundles, portfolio data and advice engines, european wealth platforms: Jump, Zocks, Altruist through Objectway.
Types of AI wealth management software
Meeting and admin assistants
Jump and Zocks record or capture client meetings, write notes, update the CRM and fill forms. They price per advisor or user and sit beside the portfolio system. A solo advisor can start here without replacing anything. Jump's pricing page also lists account opening as a paid add-on.
Custodian and AI layer bundles
Altruist pairs a custodian with Hazel, an AI platform sold as notes, tax planning and full financial planning agents. Wealthbox adds AI agents and a notetaker to a CRM. Both reduce the number of vendors, at the cost of tying data and accounts to one stack.
Portfolio data and advice engines
Orion, Addepar and Conquest Planning handle large data sets or advice logic. Orion offers portfolio accounting with Denali AI, Addepar consolidates custodians and alternatives, and Conquest's Strategic Advice Manager ranks strategies. They suit firms with analysts, not a solo practice.
European wealth platforms
Fincite, Avaloq and Objectway sell to banks and wealth managers in Europe, with modules for onboarding, advice, trading and reporting. Their pages say less about AI than the US vendors do, and prices are not published, so a procurement conversation comes first.
Facts at a glance
| Tool | Publisher | Based in | Access |
|---|---|---|---|
| Jump | Accio, Inc. | United States | Trial + API |
| Zocks | Zocks Communications, Inc. | United States | Paid + API |
| Altruist | Altruist Corp | United States | Trial |
| Wealthbox | Wealthbox, LLC | United States | Trial + API |
| Orion | Orion Advisor Solutions | United States | Paid |
| Addepar | Addepar, Inc. | United States | Paid |
| Conquest Planning | Conquest Planning Inc. | Canada | Paid + API |
| Fincite | Fincite GmbH | Germany | Trial |
| Avaloq | Avaloq Group Ltd. | Switzerland | Paid |
| Objectway | Objectway | Italy | Paid |
