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
WealthTech API by BridgeFT BridgeFT Data Aggregator, Practice Management

API-first, wealth infrastructure platform that delivers trade-ready, multi-custodial data aggregation and wealth applications.

Digital Lead Optimizer Broadridge Practice Management

Inbound digital lead campaign for RIAs seeking to optimize lead generation.

Websites and Marketing Automation for RIAs Broadridge

Innovative websites and automated content marketing for prospecting and retention.

Global Class Action Services (GCAS) Broadridge Global Class Action Services Practice Management

Automated Portfolio Monitoring and Class Actions Claims Filing. 

ProxyEdge Voting Platform Broadridge ProxyEdge Voting Platform Other, Practice Management

Institutional Proxy Voting Platform

Consulting Services Byrnes Consulting, LLC Practice Management

Benefit from strategy development to help advisors grow using online marketing.

Personalized Video Emails Byrnes Consulting, LLC Practice Management

Wowing clients and winning new business with personalized video emails.

Canoe Intelligence Canoe Software Canoe Intelligence Data Aggregator, UHNW Technology

Canoe automates reporting workflows for alternative investments.

BTA+Valuation Capital Valuation Group, Inc. Financial Planning, Research & Analytics

The BTA+Valuation tool helps advisors work with business owners to use financial statements to understand business trends and arrive at a reliable business value for financial planning:

Capitect Capitect Practice Management, Reporting

A modern client dashboard for advisors.

Executive Business Coaching Carson Coaching Other, Practice Management

Carson Coaching is the leading executive business coaching program for advisors

Carson Coaching Online Carson Coaching Other, Practice Management

Carson Coaching Online is a training and practice management solution for advisors 

Catchlight AI Catchlight Insights, LLC Practice Management

AI tech to help advisors append data to and filter leads based on likelihood to close. 

Class Action Claim Recovery Chicago Clearing Corporation Practice Management

Chicago Clearing Corporation (CCC) files claims and recovers settlement proceeds for harmed investors in class action litigations.

Daily Data Files
CircleBlack CircleBlack Data Aggregator

A central aggregation hub for Advisors that integrates outside systems.

Daily Data Files, Single Sign On
ESG Risk Clarity AI ESG Risk Practice Management

Assess Environmental, Social and Governance related risks

Impact Highlights Clarity AI Impact Highlights Practice Management

Report to clients the sustainability footprint of your portfolio

UN SDGs Clarity AI UN SDGs Practice Management

Measure portfolio impact across the UN SDGs.

Clearnomics Clearnomics, Inc Research & Analytics

Clearnomics is the market insights platform for wealth advisors.

Clearwater Clearwater Data Aggregator, Portfolio Management, Reporting

Harness leading technology to drive efficient and effective client experiences.

Daily Data Files
Clout Clout Other, Practice Management

The fintech solution for growth marketing.

Advisors AI Assistant CogniCor Technologies Inc. Other, Practice Management

Knowledge graph driven contextual AI assistant for advisor growth.

College-planning software Collegiate Funding Solutions Financial Planning

CFS equips RIA's with college-planning, software, support and marketing material needed to.

Complect Marketplace Complect Compliance

Marketplace to hire former CCOs & regulators for your compliance needs.

Complect Q&A Forum Complect Compliance

Compliance forum for those who just want ad hoc compliance advice.