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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
4Uplatform4uplatform.com |
4U Platform LLC is a B2B platform connecting investment companies (ICs) and wealth management firms (WMFs) to streamline their cro | Pennsylvania | 1-10 | — |
Backstopsolutionsbackstopsolutions.com SW  WT RC |
Backstop (now part of ION Analytics) is a data and predictive capabilities firm serving global capital markets, specializing in pr | Chicago, Illinois | 51-200 | — |
Dynamodynamo.com  MG KM KH |
Dynamo.com is a 360° marketing agency based in Concord, North Carolina, offering in-store, OOH, digital, PR, and influencer market | Concord, North Carolina | 1-10 | — |
Seismicseismic.com RS  JJDF |
Seismic is a content enablement platform acquired by Percolate in 2019, offering a cloud-based App Registration system for managin | New York City, New York | 11-50 | — |
SalesHoodsaleshood.com  BMTH BE |
SalesHood is an agentic AI sales enablement platform that helps revenue teams coach, align, and execute by guiding sellers with pe | San Francisco, California | 11-50 | — |
Intelliflointelliflo.com  NB AMCH |
intelliflo office is the UK's leading advice software platform for independent financial advisers (IFAs), covering the full advice | — | — | — |
Wealthboxwealthbox.com  SC MK AW |
Wealthbox is an AI-powered CRM workspace built for financial advisors, combining contact management, pipeline tracking, AI notetak | Providence, Rhode Island | 51-200 | — |
Addeparaddepar.com  CP BRDR |
Addepar is a global data and AI platform that unifies portfolio, market and client data for investment professionals, serving more | New York, New York | 1001-5000 | — |
Blackdiamondblackdiamond.advent.com |
— | — | — | |
Orionorion.com  CSKB CY |
Orion is a wealthtech platform that delivers a connected suite of technology and investment solutions for financial advisors, unif | Omaha, Nebraska | 1001-5000 | — |
Fi360fi360.com |
Fi360 provides fiduciary-centric software tools, data analytics, and educational programs to financial advisors, operating as a B2 | Erie, Pennsylvania | 51-200 | — |
Fidelityfidelity.com  LERK DM |
— | — | — | |
Charles Schwabschwab.com |
Charles Schwab is a financial services company offering brokerage and trading, banking, and retirement accounts, with Schwab Tradi | San Francisco, California | 5000+ | — |
Envestnetenvestnet.com BW  TD KC |
Envestnet is an Adaptive WealthTech company that provides a technology, insights, and solutions ecosystem helping financial adviso | Berwyn, Pennsylvania | 1001-5000 | — |
TD Ameritradetdameritrade.com |
TD Ameritrade was a major U.S. brokerage and investment platform brand historically serving self-directed investors and traders, n | Muscatine, Iowa | 5000+ | — |
Clearwater Analyticsclearwateranalytics.com |
Accounting, Analytics, Data Integration, InsurTech | Boise, Idaho | 1001-5000 | — |
Morningstarmorningstar.com |
Morningstar is a leading provider of independent investment insights that offers data, research, and portfolio tools for individua | Chicago, Illinois | 5000+ | — |
Vestmarkvestmark.com |
Vestmark is a wealth technology platform founded in 2001 that provides portfolio management technology, tax-aware investing, advis | Wakefield, Massachusetts | 201-1000 | — |
Vanguardvanguard.com |
Vanguard is a mutual fund, ETF, and retirement plan provider that has served investors for 50 years, combining time-tested investm | Valley Forge, Pennsylvania | 5000+ | — |
Etradeetrade.com |
E*TRADE from Morgan Stanley is a pioneer online brokerage and digital investing platform that has executed the first-ever electron | Englewood, Colorado | 5000+ | — |
Interactive Brokers LLCinteractivebrokers.com |
Interactive Brokers LLC is a global brokerage and trading platform founded in 1977, offering stocks, ETFs, options, futures, spot | Greenwich, Connecticut | 1001-5000 | — |
Tastyworkstastyworks.com |
tastytrade Inc. (formerly tastyworks Inc.) is a Chicago-based online trading and brokerage platform that gives retail investors di | Chicago, Illinois | 201-1000 | — |
SS&C Technologiesssctech.com |
SS&C Technologies is a global provider of AI-enabled software and services for financial services and health organizations, operat | Windsor, Connecticut | 5000+ | — |
Robinhoodrobinhood.com |
Robinhood is a commission-free trading and investing platform that lets users trade stocks, options, crypto, and futures with frac | Menlo Park, California | 1001-5000 | — |
Nitrogennitrogenwealth.com |
Nitrogen is a client engagement platform for financial advisors and wealth management firms, offering AI-powered tools for risk to | Auburn, California | 201-1000 | — |
Allyally.com |
Ally Financial Inc. (NYSE: ALLY) is a leading digital financial services company and top 25 U.S. financial holding company offerin | Detroit, Michigan | 5000+ | — |
Tamalonetamalone.com |
— | — | — | |
AssetBookassetbook.com |
AssetBook is a SaaS portfolio management and reporting platform for financial advisors, consolidating client data into a single sy | Wilmington, Delaware | 11-50 | — |
Bettermentbetterment.com |
Betterment is an automated investing and financial planning platform that helps individuals grow money through goal-setting tools, | New York, New York | 201-1000 | — |
Wealthfrontwealthfront.com |
Wealthfront is a robo-advisor financial services company that combines automated investing with high-yield cash management, offeri | Palo Alto, California | 201-1000 | — |
| Run live for more | ||||
4U Platform LLC is a B2B platform connecting investment companies (ICs) and wealth management firms (WMFs) to streamline their cross-industry partnership, providing a secure digital workspace that delivers approved, compliant resources to users on demand.
Companies like 4U Platform LLC include Backstopsolutions, Dynamo, Seismic, SalesHood, Intelliflo. See the full list of 24 competitors and alternatives above.
4U Platform LLC has approximately 1-10 employees and is in the Technology, Information and Internet industry.
4U Platform LLC is headquartered in Pennsylvania.
4U Platform LLC operates in the Technology, Information and Internet industry.
Key decision-makers and buying contacts at 4U Platform LLC are listed above, including leaders across executive, finance, sales and operations.