RightCapital

53
Partners
rightcapital.com

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Partner List

Wealthbox CRM
Technology 51–200 Software & Tech
TradePMR
Technology 51–200 Financial Services
Fidelity Investments
Technology 10,001+ Financial Services
Allianz
Technology 10,001+ Financial Services
SS&C Advent
Technology 501–1000 Financial Services
Capital Data
Technology 51–200 Software & Tech
Addepar
Technology 1001–5000 Software & Tech
Charles Schwab
Technology 10,001+ Financial Services
SS&C Black Diamond
Technology 1001–5000 Financial Services
Redtail Technology
Technology 51–200 Software & Tech
Morningstar
Technology 10,001+ Financial Services
Nationwide Insurance
Technology 10,001+ Financial Services
Broadridge Financial Solutions
Technology 10,001+ Financial Services
Dispatch
Technology 51–200 Software & Tech
Jump
Technology 51–200 Software & Tech
PreciseFP
Technology 2–10
SS&C Technologies
Technology 10,001+ Financial Services
Advyzon
Technology 11–50 Financial Services
Apex Fintech Solutions
Technology 501–1000 Financial Services
SEI Investments
Technology 5001–10000 Financial Services
Betterment
Technology 501–1000 Financial Services
Interactive Brokers
Technology 1001–5000 Financial Services
Raymond James
Technology 10,001+ Financial Services
BNY Pershing
Technology 5001–10000 Financial Services
Flourish
Technology 11–50 Software & Tech
CircleBlack
Technology 11–50 Financial Services
Nationwide
Technology 11–50
Orion
Technology 1001–5000 Healthcare & Pharma
XY Planning Network
Technology 51–200 Financial Services
Sei
Technology 11–50 Professional Services
Blueleaf
Technology 11–50 Marketing & Advertising
Jackson
Technology 1001–5000 Financial Services
Nitrogen
Technology 2–10 Hospitality & Food
Altruist
Technology 201–500 Financial Services
Capitect
Technology 11–50 Software & Tech
LPL Financial
Technology 5001–10000 Financial Services
Black Diamond Advisory
Technology 51–200 Professional Services
Envestnet Tamarac
Technology 2–10 Software & Tech
Zocks
Technology 51–200
AssetMark
Technology 1001–5000 Financial Services
Advisor360
Technology 501–1000 Financial Services
Prudential Advisors
Technology 501–1000 Financial Services
Axos Advisor Services
Technology 51–200 Financial Services
Folio Institutional
Technology 51–200 Financial Services
Wealth Access
Technology 11–50
Zinnia
Technology 1001–5000 Financial Services
my529
Technology 11–50
RBC Clearing & Custody
Technology 501–1000 Financial Services

Frequently Asked Questions

How many partners does SS&C Advent have?

SS&C Advent has 53 technology and channel partnerships tracked on Partnerbase.

Who are SS&C Advent's partners?

Some of SS&C Advent's partners include Wealthbox CRM, TradePMR, Fidelity Investments, Allianz, SS&C Advent. View the full list of 53 partners on Partnerbase.

Partnership Ecosystem