Directory of AI vendors for adviser data, research and client engagement

Catchlight sells prospect prioritization to wealth management firms, answering two questions an adviser faces every morning: which prospect to call next, and what that person is likely to care about. A firm loads its leads and the platform enriches each one into a full profile, drawing on public records and on first party marketing data from its corporate parent, gathering up to two thousand attributes per person, then scores the lead against a proprietary conversion model the company states was built on more than 170,000 recorded client conversions and over 100,000 adviser and client interactions. The resulting score ranks the pipeline by likelihood of becoming a client. Alongside it the platform produces a projected client revenue range for an individual lead using a methodology derived from the parent group's business data, which is a wealth and value estimate produced without the adviser asking the person anything. Around the scoring sit segment building for groups such as pre retirees, recipients of company stock and business owners, campaign personalization to those segments at scale, lead routing to the right adviser or business development representative, and funnel analysis showing which acquisition sources actually produce clients. Batches of up to 2,500 leads process at once, and the product reaches firms directly, through an application on a major customer relationship platform, through an interface, and through a large custodian's provider marketplace. Founded in Boston as Catchlight Insights, incubated in and wholly owned within Fidelity Labs, it opened broadly in 2023 and trade reporting put adoption at roughly 300 firms by late 2024. Sold in the United States only.

FE fundinfo is a London headquartered investment data and technology group serving asset managers, financial advisers, institutional wealth managers, private banks and platforms across the United Kingdom, Europe and Asia Pacific. Its estate spans fund data mastering and dissemination, regulatory document and template production covering the packaged retail investment, undertakings for collective investment, sustainability disclosure and United Kingdom consumer composite investment regimes, fund research through FE Analytics, cashflow and financial planning through FE CashCalc, pension switching and platform due diligence, managed portfolio data, and the Trustnet investor site, alongside group brands including Dericon in Germany and Chant West and Zenith in Australia. Its artificial intelligence line is Nexus AI, launched in October 2025 and built on technology from the acquisition of Lunar AI, described by the company as an enablement layer inside the existing Nexus platform rather than a separate product. For advisers it provides a meeting agent that joins and transcribes client meetings, smart data capture that extracts client details and prompts the adviser to review changes before writing them into a CashCalc fact find, template driven reporting that turns transcripts into client recaps and next step documents, a conversational interface, and search across the group's datasets. For asset managers it provides Document Inspector, which checks documentation automatically against more than six hundred United Kingdom consumer composite investment rules ahead of the regulator's 2027 deadline, plus risk notifications and an onboarding assistant. The company states that no client data is used to train third party or public models and that processing takes place within its own infrastructure. The group includes an authorized investment firm subsidiary that publishes prudential and order execution disclosures.

Flanks gathers a wealthy client's holdings from every bank, broker, custodian and alternative asset platform into one clean data set. Banks, family offices, external asset managers, pension providers and wealth technology firms use it to see a client's whole portfolio and report on it. Flanks Aggregate connects to more than 700 institutions through APIs, data feeds, statements and online banking sources, then standardizes and reconciles the data. Flanks Lume adds market data, and an AI Financial Analyst powered by Perplexity answers questions about portfolios. Reports, simulations and analytics sit on top. CaixaBank uses Flanks for its GlobalView private banking service, and Bankinter and Indexa are among its named clients. Flanks states 8.2 million portfolios processed each month and publishes a SOC 3 report alongside its SOC 2 Type II. Split Payments, S.L. trades as Flanks from Barcelona.

motif supplies AI wealth advice that fintechs, banks, wealth managers, crypto platforms and investment apps build into their own products. It writes cited market updates, portfolio briefings and chat answers for their investors. Its Clarity engine turns news, filings and a platform's own documents into a dated memory of facts and causes. Agents on top handle market insight, investor profiling with MiFID II suitability support, and investment proposals that need approval before they execute. Platforms reach it through a white label app, an embed, or a public API and SDK. motif publishes its evaluation method and dated results. Its agents run by default on GPT 5.6 Luna through OpenRouter. The company is based in Zug and backed by Liminal, a founders' studio founded and backed by Temasek.

Streetbeat builds configurable AI for banks, wealth and asset managers and insurers. Its agents help advisers prepare for meetings, suggest next actions and rebalance portfolios, and its portfolio engine lets institutions offer white label investing to their own clients. Institutions can run it on premise or in their own cloud, with configurable human review for critical decisions and tamper evident audit logs. Its agents use models from OpenAI, Anthropic and Google's Vertex AI alongside Streetbeat's own patented technology. The company also now sells to nonprofits, biotech and manufacturing firms. Streetbeat holds SOC 2 Type I and Type II reports. A subsidiary, Streetbeat LLC, is an SEC registered investment adviser that runs the consumer Streetbeat App; the technology for institutions is sold by its parent, Nowcasting.ai, Inc. The company was founded in Palo Alto and has offices in Milan and Wroclaw.

Vinlivt sells software to German insurance brokers and financial advisers that finds sales opportunities in their existing client base. With a client's consent it links bank accounts, recognizes the insurance, loan and investment contracts the client already holds, and flags gaps, duplicates and underinsurance for the adviser. Advisers also get a portfolio dashboard called Bestandsradar, digital broker mandates, a client messenger, household budget tracking and an optional investment depot through its partner Evergreen. A free plan is permanent, and the Plus plan costs 49 euros a month net with AI contract recognition and multibanking included. Data is hosted in Frankfurt am Main. Named customers include Fonds Finanz, Netfonds, VB Select and Covago. Vinlivt GmbH is based in Munich.

WNSTN sells an AI assistant and analytics layer that brokerages and other investing platforms embed in their own apps. The assistant answers client questions in real time and delivers research, analytics and charting across more than 70,000 assets, using data from partners including TipRanks, Benzinga and Acuity. WNSTN Connect gives the firm a live dashboard of what clients ask and how they behave. The platform deploys through an API or white label widgets, and a Compliance Officer agent checks conversations against rules from FINRA, the SEC, CySEC and MiFID II. In a case study of an unnamed US broker over about 12 months, WNSTN users made 2.3 times more trades than non users, and WNSTN credits itself with an 8.4 percent revenue contribution. Named customers include Benzinga, Prosperum Fintech Holdings and Meritz Securities in South Korea. WNSTN Inc. is a Delaware company.

YCharts sells an investment research and client engagement platform to registered investment advisers, broker dealers, banks, trust companies, turnkey asset management programs and asset managers, covering security and fund screening, charting and visualization, portfolio construction and analytics, proposal generation, client reporting and marketing content, with a separate tier for self directed investors. In June 2026 the company launched Y, an agentic assistant included in every subscription and stated to be built on Anthropic's Claude, which accepts plain language instruction and executes work directly on the platform: building portfolios, running screens, producing reports and generating client ready content. Y can be given a whole project rather than a single question, runs on a schedule or continuously in the background monitoring market conditions and refreshing commentary, and the company states every output carries compliance guardrails and customizable disclosure language. A published interoperability protocol server lets a firm reach YCharts data from the general purpose assistants it already uses. In July 2026 the company acquired Zephyr from Informa, adding a separately managed account database of roughly twenty one thousand products, the PSN separate account research franchise and the long established StyleADVISOR manager research tools. Founded in 2009 and headquartered in Chicago, serving financial professionals across North America.