Albridge Selenium performance data
Official GitHub profile for TMN Creative.
Zocks — independent third-party profile of a public API surface, by API Evangelist. Zocks is an AI assistant for financial advisors that captures client conversations and automates the administrative side of advice — meeting note-taking with speaker attribution, meeting preparation, intake and account form filling, client email drafting, document i
Vise — independent third-party profile of a public API surface, by API Evangelist. Vise is an SEC-registered investment adviser that provides an AI-powered wealth management platform for financial advisors, RIAs, enterprise wealth firms, and asset managers. The platform helps advisors build personalized, tax-aware portfolios and supports direct ind
BlueLeaf — independent third-party profile of a public API surface, by API Evangelist. Blueleaf is a wealth management software platform for financial advisors and enterprise RIAs that combines a branded client portal, automated investment performance reporting, account aggregation across custodians and institutions, automated billing, and portfoli
n8n community node for the SEC Investment Advisors API on Apify. Search registered advisor firms and contacts by name, location, or CRD. Pay-per-result, usable as an AI agent tool.
Vanilla — independent third-party profile of a public API surface, by API Evangelist. Vanilla (Vanilla Technologies Inc.) is an estate planning platform for financial advisors, RIAs, and wealth management firms. The platform provides AI-powered estate document analysis and estate health assessments, estate visualization, scenario modeling for tax s
Wealthbox — independent third-party profile of a public API surface, by API Evangelist. Wealthbox is a CRM platform built specifically for financial advisors, offering contact management, task workflows, opportunities, projects, and collaborative team features tailored to wealth management practices.
Jump – Advisor AI — independent third-party profile of a public API surface, by API Evangelist. Jump is an AI operating system for financial advisors, used by 35,000+ advisors and ranked #1 across T3, Kitces, and The Oasis Group reports. It organizes its capabilities into three products — Meet (AI notetaker, pre-meeting prep, agendas, automat
Signal Advisors — independent third-party profile of a public API surface, by API Evangelist. Signal Advisors is a financial technology company building an integrated software platform for independent financial advisors and insurance professionals. The Signal Platform consolidates annuity, life insurance, and wealth management workflows into a sing
Savvy — independent third-party profile of a public API surface, by API Evangelist. Savvy (Savvy Advisors, Inc.) is a technology-driven, SEC-registered investment advisory firm founded in 2021 and headquartered in New York, NY. It combines licensed fiduciary financial advisors with proprietary technology — including Savvy Intelligence, an AI worksp
📊 Scrape detailed client performance data from Albridge Wealth Reporting for reliable, structured datasets ready for analysis.
Altruist — independent third-party profile of a public API surface, by API Evangelist. Altruist is a modern, vertically integrated RIA custodian and technology platform for independent financial advisors. It combines self-clearing custody infrastructure with software for digital account opening, fractional model-based trading, rebalancing, tax mana
Pontera — independent third-party profile of a public API surface, by API Evangelist. Pontera (formerly FeeX; legal entity Pontera Solutions Inc.) is a wealthtech platform that lets financial advisors securely manage, rebalance, and report on clients' held-away workplace-sponsored retirement accounts — 401(k), 401(a), 403(b), 457, TSP, and certain
SmartAsset — independent third-party profile of a public API surface, by API Evangelist. SmartAsset is a financial technology company that runs the largest online marketplace connecting consumers with fiduciary financial advisors. Its SmartAdvisor matching service pairs more than 50,000 retail investors each month with up to three vetted advisors b
Nevis Wealth — independent third-party profile of a public API surface, by API Evangelist. Nevis (Nevis Wealth) is an AI platform built for wealth management firms, giving financial advisors an AI assistant that automates administrative work — AI-generated meeting summaries, automatic task capture from client interactions, intelligent meeting-prep
Official website for TMN Creative, a Fort Worth web design studio.
Wealth.com — independent third-party profile of a public API surface, by API Evangelist. Wealth.com is the industry-leading estate and tax planning platform for financial advisors, unifying estate document creation, tax intelligence, and its proprietary Ester AI assistant to help advisors deliver sophisticated planning at scale.
United Capital — independent third-party profile of a public API surface, by API Evangelist. United Capital (United Capital Financial Advisers / United Capital Financial Partners) was a US wealth counseling and financial life management firm founded in 2005, known for its FinLife CX white-label advisor technology platform. Bessemer Venture Partners
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