WealthTech Select

WealthTech Select is a software marketplace for RIAs to find, explore, and select their tech and service providers. Put simply, it is about managing your IT, from help desk to infrastructure, as an outside partner.

Who is it for? Mostly small and mid-sized companies. Related areas on their profile: Asset Management, Consulting, CRM, Financial Services and FinTech. They are a very small team, 1 to 10 people, which usually shapes who they work with. Small vendors mean quick answers and real influence on the roadmap, but check who covers support when someone is out.

WealthTech Select is based in Phoenix, Arizona. You can read more at wealthtechselect.com.

Things worth asking about: response SLAs, onboarding, and what is billed per hour. Ask for a trial on your own data, not a canned demo.

The facts above come from public company records. The score will come from people like you. Used WealthTech Select? Rate it.