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SS&C Technologies Holdings, Inc. (known as SS&C) is an American multinational holding company headquartered in Windsor, Connecticut, that sells software and software as a service to the financial services industry. The company has offices in the Americas, Europe, Asia, Africa and Australia. [2] [3]
Addepar, Inc. Addepar, Inc. is a cloud based American wealth management software platform for RIAs (registered investment advisors) specializing in data aggregation, analytics, and portfolio reporting. [ 3] Addepar's clientele is primarily high and ultra high-net-worth companies and individuals. [ 4]
BlackRock, Inc. is an American multinational investment company. Founded in 1988, initially as an enterprise risk management and fixed income institutional asset manager, BlackRock is the world's largest asset manager, with US$10 trillion in assets under management as of December 31, 2023. [ 1]
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Fiserv Adds New Features to its Unified Wealth Platform BROOKFIELD, Wis.--(BUSINESS WIRE)-- Fiserv, Inc. (NAS: FISV) , a leading global provider of financial services technology solutions, today ...
HiddenLevers debuted its platform at FinovateFall 2010, and since then, the company has been lauded by several financial industry trade publications. [2] [6] [7] Several other fintech applications serving the wealth management and asset management industries have integrations with HiddenLevers, including Orion, Black Diamond, Addepar, Envestnet ...