As mentioned in... Fundfire logo
Vendor Intake Form

Direct Indexing

Vendor Directory

80 results found

Business
Product
Customer

ADHESION WEALTH

Adhesion Wealth logo

Headquarters
CHARLOTTE, NC, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing

YOURSTAKE

YourStake logo

Headquarters
BROOKLYN, NY, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

LIFEYIELD

lifeyield logo

Headquarters
BOSTON, MA, USA

Parent
NONE

equity SaaS separate accounts direct indexing

FRANKLIN TEMPLETON

Franklin Templeton logo

Headquarters
SAN MATEO, CA, USA

Parent
NONE

separate accounts direct indexing Independent RIAs OCIOs equity fixed income sub-adviser

ALPHATHENA

Alphathena logo

Headquarters
CHICAGO, IL, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

NATIXIS

Natixis logo

Headquarters
BOSTON, MA, USA

Parent
NONE

Independent RIAs RIA Aggregators TAMPs Wirehouses equity SaaS sub-adviser separate accounts direct indexing

SYMMETRY PARTNERS

Symmetry Partners logo

Headquarters
GLASTONBURY, CT, USA

Parent
NONE

equity fixed income TAMP separate accounts direct indexing Independent RIAs OCIOs

SS&C ADVENT

SS&C Advent logo

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

Asset Managers Independent RIAs equity fixed income SaaS separate accounts direct indexing

55IP

55ip logo

Headquarters
BOSTON, MA, USA

Parent
NONE

Asset Managers Independent RIAs OCIOs Wirehouses equity sub-adviser separate accounts direct indexing

SEI

SEI logo

Headquarters
OAKS, PA, USA

Parent
NONE

Independent RIAs OCIOs equity fixed income SaaS sub-adviser separate accounts direct indexing

ROWBOAT ADVISORS

rowboat advisors logo

Headquarters
MENLO PARK, CA, USA

Parent
NONE

Asset Managers Independent RIAs RIA Platforms equity fixed income SaaS separate accounts direct indexing

UBS

ubs logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Direct to Consumer Independent RIAs OCIOs equity fixed income sub-adviser separate accounts direct indexing

SMARTX

smartx logo

Headquarters
WEST PALM BEACH, FL, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

DGS CAPITAL MANAGEMENT

DGS Capital Management logo

Headquarters
JERSEY CITY, NJ, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing

HORIZON INVESTMENTS

Horizon Investments logo

Headquarters
CHARLOTTE, NC, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing

S&P GLOBAL

S&P Global logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Asset Managers Broker-Dealers Independent RIAs RIA Aggregators TAMPs Wirehouses equity fixed income indices direct indexing

ALPHA ARCHITECT

Alpha Architect logo

Headquarters
PHILADELPHIA, PA, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing tax-aware long/short

BROOKLYN INVESTMENT GROUP

Brooklyn Investment Group logo

Headquarters
BROOKLYN, NY, USA

Parent
NONE

Asset Managers Independent RIAs equity fixed income SaaS TAMP sub-adviser separate accounts direct indexing tax-aware long/short

PARAMETRIC PORTFOLIO ASSOCIATES

parametric portfolio associates logo

Headquarters
SEATTLE, WA, USA

Parent
NONE

Independent RIAs OCIOs RIA Aggregators RIA Platforms TAMPs Wirehouses equity fixed income sub-adviser separate accounts direct indexing

FIRST TRUST

First Trust logo

Headquarters
WHEATON, IL, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

FIRST AFFIRMATIVE

First Affirmative logo

Headquarters
COLORADO SPRINGS, CO, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing

SMARTLEAF

Smartleaf logo

Headquarters
BOSTON, MA, USA

Parent
NONE

Independent RIAs RIA Aggregators RIA Platforms TAMPs equity SaaS sub-adviser householding separate accounts direct indexing

ETHIC

Ethic logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity sub-adviser separate accounts direct indexing

PARTI PRIS

Parti Pris logo

Headquarters
MORRO BAY, CA, USA

Parent
NONE

Independent RIAs equity SaaS householding separate accounts direct indexing

COLUMBIA THREADNEEDLE

Columbia Threadneedle logo

Headquarters
BOSTON, MA, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

FIDELITY INVESTMENTS

Fidelity Investments logo

Headquarters
BOSTON, MA, USA

Parent
NONE

Direct to Consumer Independent RIAs equity fixed income custodian sub-adviser separate accounts direct indexing

ALTRUIST

Altruist logo

Headquarters
CULVER CITY, CA, USA

Parent
NONE

Independent RIAs equity fixed income SaaS custodian separate accounts direct indexing

INDEX ONE

Index one logo

Headquarters
LONDON , UK

Parent
NONE

Independent RIAs equity SaaS indices direct indexing

ALLOCATERITE

AllocateRite logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

RIA Aggregators Wirehouses equity fixed income SaaS adviser separate accounts direct indexing Broker-Dealers Custodians Independent RIAs

BX INDEX

BX Index logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity SaaS indices direct indexing

CHARLES RIVER

Charles River logo

Headquarters
WILMINGTON, MA, USA

Parent
NONE

Asset Managers Broker-Dealers Independent RIAs OCIOs Wirehouses equity fixed income SaaS separate accounts direct indexing

MYVEST

myvest logo

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

DOUBLE

Double logo

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

Direct to Consumer equity adviser consumer separate accounts direct indexing

FARTHER

Farther logo

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

Direct to Consumer Independent RIAs equity fixed income SaaS adviser consumer separate accounts direct indexing

IMTC

IMTC logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Asset Managers Broker-Dealers Independent RIAs fixed income SaaS direct indexing

SIMCORP

SimCorp logo

Headquarters
COPENHAGEN , DK

Parent
NONE

Independent RIAs equity fixed income SaaS separate accounts direct indexing

CANVAS

Canvas logo

Headquarters
STAMFORD, CT, USA

Parent
NONE

Asset Managers Independent RIAs Wirehouses equity SaaS separate accounts direct indexing

NORTHFIELD

Northfield logo

Headquarters
BOSTON, MA, USA

Parent
NONE

Independent RIAs equity fixed income SaaS householding separate accounts direct indexing tax-aware long/short

QUORUS

Quorus logo

Headquarters
WESTPORT, CT, USA

Parent
NONE

Asset Managers equity sub-adviser separate accounts direct indexing

COMPOUND PLANNING

Compound planning logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Direct to Consumer equity fixed income sub-adviser separate accounts direct indexing

APERIO GROUP

Aperio Group logo

Headquarters
SAUSALITO, CA, USA

Parent
NONE

Independent RIAs TAMPs Wirehouses equity sub-adviser separate accounts direct indexing tax-aware long/short

QUANTINNO

Quantinno logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs OCIOs TAMPs equity sub-adviser separate accounts tax-aware long/short

ALLSPRING

Allspring logo

Headquarters
CHARLOTTE, NC, USA

Parent
NONE

separate accounts direct indexing Independent RIAs OCIOs equity fixed income sub-adviser

SYNTAX

Syntax logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity SaaS indices direct indexing

GOTHAM

Gotham  logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Direct to Consumer Independent RIAs equity hedge fund tax-aware long/short

SOFTPAK FINANCIAL SYSTEMS

SoftPak Financial Systems logo

Headquarters
SUDBURY, MA, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

ALPHAWORKS

AlphaWorks logo

Headquarters
NEW YORK , NY, USA

Parent
NONE

Independent RIAs equity hedge fund tax-aware long/short

NEUBERGER BERMAN

Neuberger Berman logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs Wirehouses equity fixed income sub-adviser separate accounts direct indexing

CREATIVE PLANNING

Creative Planning logo

Headquarters
OVERLAND PARK, KS, USA

Parent
NONE

Direct to Consumer equity fixed income adviser separate accounts direct indexing

PGIM INVESTMENTS

PGIM Investments logo

Headquarters
NEWARK, NJ, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

NORTHERN TRUST

Northern Trust logo

Headquarters
CHICAGO, IL, USA

Parent
NONE

Independent RIAs OCIOs RIA Aggregators equity fixed income custodian sub-adviser separate accounts direct indexing

BLACKROCK

BlackRock logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity fixed income SaaS sub-adviser separate accounts direct indexing tax-aware long/short

AXIOMA

Axioma logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Asset Managers Broker-Dealers Independent RIAs TAMPs Wirehouses equity SaaS separate accounts direct indexing

GOLDMAN SACHS

Goldman Sachs logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

BNY MELLON

BNY Mellon logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity fixed income custodian sub-adviser separate accounts direct indexing

RUSSELL INVESTMENTS

Russell Investments logo

Headquarters
SEATTLE, WA, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

WEALTHFRONT

Wealthfront logo

Headquarters
PALO ALTO, CA, USA

Parent
NONE

Direct to Consumer equity adviser consumer separate accounts direct indexing

INVESCO

Invesco logo

Headquarters
ATLANTA, GA, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing tax-aware long/short

ENVESTNET

Envestnet logo

Headquarters
CHICAGO, IL, USA

Parent
NONE

Broker-Dealers Independent RIAs equity SaaS sub-adviser separate accounts direct indexing

WEDMONT PRIVATE CAPITAL

wedmont private capital logo

Headquarters
PORTLAND, ME, USA

Parent
NONE

Direct to Consumer equity sub-adviser separate accounts direct indexing

NDVR

ndvr logo

Headquarters
BOSTON, MA, USA

Parent
NONE

Direct to Consumer equity fixed income adviser consumer householding separate accounts direct indexing

SMARTHARVEST

SmartHarvest logo

Headquarters
TORRANCE, CA, USA

Parent
NONE

Independent RIAs TAMPs equity sub-adviser separate accounts direct indexing

SAVVY WEALTH

Savvy Wealth logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Direct to Consumer Independent RIAs equity adviser consumer separate accounts direct indexing

BRIEFCASE

briefcase logo

Headquarters
SYDNEY, NSW, AUS

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

MORGAN STANLEY

Morgan Stanley logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Asset Managers Broker-Dealers Custodians Direct to Consumer Independent RIAs OCIOs Wirehouses equity fixed income sub-adviser separate accounts direct indexing

GLOBAL MACRO ASSET MANAGEMENT

Global Macro Asset Management logo

Headquarters
LAS VEGAS, NV, USA

Parent
NONE

Independent RIAs equity fixed income adviser sub-adviser separate accounts direct indexing

CHARLES SCHWAB

Charles Schwab logo

Headquarters
WESTLAKE, TX, USA

Parent
NONE

Direct to Consumer Independent RIAs equity fixed income custodian sub-adviser separate accounts direct indexing

DIMENSIONAL FUND ADVISORS

Dimensional Fund Advisors logo

Headquarters
AUSTIN, TX, USA

Parent
NONE

Independent RIAs equity fixed income separate accounts direct indexing

ARCHER

Archer logo

Headquarters
BERWYN, PA, USA

Parent
NONE

Asset Managers Independent RIAs equity fixed income SaaS direct indexing

VIKING HARBOUR

Viking Harbour logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity SaaS separate accounts direct indexing

ARTA FINANCE

Arta Finance logo

Headquarters
MOUNTAIN VIEW, CA, USA

Parent
NONE

Direct to Consumer equity fixed income adviser consumer separate accounts direct indexing

SEEDS INVESTOR

Seeds Investor logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Independent RIAs equity SaaS sub-adviser separate accounts direct indexing

VISE

Vise logo

Headquarters
NEW YORK CITY, NY, USA

Parent
NONE

Independent RIAs RIA Aggregators TAMPs Wirehouses equity fixed income SaaS TAMP sub-adviser householding separate accounts direct indexing

VANGUARD

vanguard logo

Headquarters
MALVERN, PA, USA

Parent
NONE

Independent RIAs equity fixed income sub-adviser separate accounts direct indexing

AQR

AQR logo

Headquarters
GREENWICH, CT, USA

Parent
NONE

Independent RIAs OCIOs TAMPs equity fixed income sub-adviser hedge fund separate accounts tax-aware long/short

JP MORGAN

JP Morgan logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Asset Managers Broker-Dealers Custodians Direct to Consumer Independent RIAs OCIOs RIA Aggregators RIA Platforms TAMPs Wirehouses equity fixed income SaaS sub-adviser separate accounts direct indexing

FREC

Frec logo

Headquarters
SAN FRANCISCO, CA, USA

Parent
NONE

Direct to Consumer equity adviser consumer separate accounts direct indexing

VESTMARK ADVISORY SOLUTIONS

VESTMARK ADVISORY SOLUTIONS logo

Headquarters
WAKEFIELD, MA, USA

Parent
NONE

Independent RIAs equity SaaS sub-adviser separate accounts direct indexing

ORION PORTFOLIO SOLUTIONS

Orion Portfolio Solutions logo

Headquarters
OMAHA, NE, USA

Parent
NONE

Independent RIAs equity SaaS sub-adviser separate accounts direct indexing

ALLIANCE BERNSTEIN

Alliance Bernstein logo

Headquarters
NEW YORK, NY, USA

Parent
NONE

Broker-Dealers Independent RIAs OCIOs RIA Aggregators TAMPs fixed income sub-adviser separate accounts direct indexing