Provider Listings
Leverage Schwab's relationship with RIA vendors across the industry to research and select a solution that may be right for your firm.
Find your firm's next provider
To help you find the right solutions for your firm, use the filters below to select the kind of tool or service you need. You can also filter results based on the level of integration with Schwab or even the provider's name. You can then easily focus in on those that may fit your needs, and click through to view detailed information, including screenshots of the technology in action.
Product | Company | Category | Summary | Schwab Integration & Programs |
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FP Alpha - A Comprehensive Planning Solution | FP Alpha | Financial Planning | Where AI meets financial planning. Enabling Advisors to Transform Client Data into Comprehensive Financial Plans. |
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FreemarketsAI Strategist | FreemarketsAI | Research & Analytics | Create robust investment strategies in minutes from millions of data points. |
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GeoWealth Advisor Platform | GeoWealth | End-to-end, fully integrated advisor platform for RIAs and IBDs. |
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MIDAS® Withholding Tax Recovery | GlobeTax | Other, Practice Management | GlobeTax is the world's leading provider of withholding tax recovery services. |
Daily Data Files |
Foreign Ordinary Share & ADR Dividend Withholding Tax Reclaim Service | Goal Global Recoveries Inc. | Other, UHNW Technology | Goal is a fintech firm, specializing in global tax reclamation services, in all major markets. |
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Global Securities Class Action Recovery Services | Goal Global Recoveries Inc. | Document and Form Management, Other, Outsourcing Providers, UHNW Technology | Goal is a fintech firm, specializing in global class action recoveries. |
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RIASure: Cyber and E&O Insurance | Golsan Scruggs | Cybersecurity, Practice Management | Commercial insurance for managing cyber exposures. |
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Grendel Online | Grendel Online | CRM | Premier CRM platform built for the financial professional. |
Daily Data Files |
Greytwist Cybersecurity Governance Platform | Greytwist, LLC | Compliance, Cybersecurity | Greytwist has designed a cost-effective Data Governance platform that help firms develop strong practices to mitigate data privacy risks. |
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Halo Investing (Protective Investments Marketplace) | Halo Investing | Other, Practice Management | Halo is a marketplace connecting investors to protective investments. |
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Healthpilot: Medicare Made Easy | Healthpilot Technologies | Financial Planning | Healthpilot is a transformative digital platform to aid clients in Medicare insurance selection. |
Daily Data Files |
Health & Wealth Education & Decision Tools | HealthyHive | Financial Planning | We add value in the following ways. |
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ReportWa | Hexaview Technologies, Inc. | Reporting | is a real-time report creation and distribution solution. |
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Consulting Services | Hexaview Technologies, Inc. | Other, Practice Management | Benefit from strategy development to help advisors grow using online marketing. |
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IT Services & Solutions | Highridge Technology, LLC | IT/Infrastructure/Hosting | Full Suite of Outsourced IT Solutions for RIAs and Wealth Management Firms. |
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Holistiplan | Holistiplan | Financial Planning | ||
IFS Onboarding & Account Maintenance | IFS | Other, Practice Management | Automate the onboarding process and enable digital account maintenance. |
Daily Data Files |
Retirement Income Management Software | Income Lab | Financial Planning | Manage retirement spending adjustments and tax-smart distributions. |
Daily Data Files |
The Zephyr Platform | Informa Financial Intelligence | Research & Analytics | Asset allocation and portfolio analysis, construction and presentation software. |
Daily Data Files |
CRM Integrations | INSART | CRM Consultants, Outsourcing Providers | Integrate with one of the top 5 CRM for financial services firms. |
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Fintech Engineering Team | INSART | Website/Portal | Secure teams for Fintech product building and customization |
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Integration Partner | INSART | Outsourcing Providers | Teams to implement integrations without any delay and lost profits. |
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Fractional CMO Services | Intention.ly | Practice Management | Grow faster with fractional CMO servics and seasoned C-level mktg leader for strategic support. |
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Breakaway Brand Packages | Intention.ly | Website/Portal | Turnkey branding service incl. business cards, value prop, email templates to launch quickly. |
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Integrated Digital Ecosystem as a Service (iDEaaS)™ | Invent.us | Other | The Invent Integrated Digital Ecosystem as a Service helps financial institutions digitally transform their legacy proprietary applications, antiquated third-party integrations, and complex business processes by avoiding costly pitfalls related to challenging digital transformation projects and enabling firms with a robust technology framework and developer tool set to quickly scale, customize, and build a unique unified user experience across the entire wealth management value chain. |