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| Company | What they do | Location | Size | Hiring |
|---|---|---|---|---|
naviplanadvicentsolutions.com |
Advicent is a provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada | Milwaukee, Wisconsin | 201-1000 | — |
MoneyGuidePromoneyguidepro.com |
MoneyGuidePro is a collaborative, internet-based financial planning software platform that offers a client-centered approach to fi | Powhatan, Virginia | 51-200 | — |
eMoney Advisoremoneyadvisor.com MS  ARAM |
eMoney Advisor provides financial planning software for financial advisors, banks, broker-dealers, and RIAs, helping them plan for | Radnor, Pennsylvania | 201-1000 | — |
RightCapitalrightcapital.com TDAJ  CT |
RightCapital is financial planning software used by thousands of financial advisors to build client financial plans covering retir | Shelton, Connecticut | 51-200 | — |
Advizradvizr.com |
Advizr builds financial planning software that enables profitable financial planning for its customers, operating as a SaaS financ | Omaha, Nebraska | 11-50 | — |
Moneytree Softwaremoneytree.com CDMW |
Moneytree Software is a financial planning platform for financial advisors and wealth management firms, offering two solutions—Eli | Muncie, Indiana | 11-50 | — |
EMoney POSemoney.com  IK EB |
eMoney (Elavon) is a financial product suite provider that offers payment processing, point-of-sale, financial reporting and analy | Ashburn, Virginia | 11-50 | — |
Orionorion.com MA  JIVB |
Orion is a wealthtech platform that delivers a connected suite of technology and investment solutions for financial advisors, unif | Omaha, Nebraska | 1001-5000 | — |
Morningstaradvisormorningstaradvisor.com |
— | — | — | |
Redtail Technologyredtailtechnology.com  DS DB |
Redtail Technology is a web-based client relationship management platform built for financial advisors, offering CRM, compliant te | Sacramento, California | 11-50 | — |
Salesforcefinancialservicessalesforcefinancialservices.com |
— | — | — | |
Envestnetenvestnet.com  DK MD SB |
Envestnet is an Adaptive WealthTech company that provides a technology, insights, and solutions ecosystem helping financial adviso | Berwyn, Pennsylvania | 1001-5000 | — |
AssetMarkassetmark.com  CA JM RH |
AssetMark is a privately owned wealth management platform serving financial advisors since 1996, combining wealth management techn | Concord, California | 1001-5000 | — |
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+ | — |
Fidelityfidelity.com JT  BW JL |
— | — | — | |
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+ | — |
Tdameritradetdameritrade.com |
Investment Management | Muscatine, Iowa | 5000+ | — |
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Advicent is a provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada, founded in 1995 and headquartered in Milwaukee, Wisconsin.
Companies like naviplan include MoneyGuidePro, eMoney Advisor, RightCapital, Advizr, Moneytree Software. See the full list of 24 competitors and alternatives above.
naviplan has approximately 201-1000 employees and is in the Financial Services, FinTech, SaaS, Software industry.
naviplan is headquartered in Milwaukee, Wisconsin.
naviplan operates in the Financial Services, FinTech, SaaS, Software industry.
Key decision-makers and buying contacts at naviplan are listed above, including leaders across executive, finance, sales and operations.