{
  "generated": "2026-10-22",
  "license": "CC BY 4.0",
  "attribution": "wealthtech.dev",
  "categories": [
    {
      "id": "crm",
      "name": "Advisor CRM",
      "plural": "Advisor CRMs",
      "tier": "core",
      "blurb": "Client relationship software for advisory firms.",
      "count": 9,
      "url": "https://wealthtech.dev/categories/crm"
    },
    {
      "id": "planning",
      "name": "Financial planning",
      "plural": "Financial planning tools",
      "tier": "core",
      "blurb": "Planning software advisors use to build client plans.",
      "count": 9,
      "url": "https://wealthtech.dev/categories/planning"
    },
    {
      "id": "portfolio-reporting",
      "name": "Portfolio management and reporting",
      "plural": "Portfolio management and reporting tools",
      "tier": "core",
      "blurb": "Portfolio accounting, reporting, rebalancing and risk tools.",
      "count": 5,
      "url": "https://wealthtech.dev/categories/portfolio-reporting"
    },
    {
      "id": "custodian",
      "name": "Custodians",
      "plural": "Custodians",
      "tier": "core",
      "blurb": "Firms that hold client assets and send account data to advisor software.",
      "count": 4,
      "url": "https://wealthtech.dev/categories/custodian"
    },
    {
      "id": "wealth-platform",
      "name": "Wealth platforms",
      "plural": "Wealth platforms and TAMPs",
      "tier": "core",
      "blurb": "Turnkey asset management programs, wealth platforms and firm data platforms.",
      "count": 1,
      "url": "https://wealthtech.dev/categories/wealth-platform"
    },
    {
      "id": "compliance",
      "name": "Compliance and archiving",
      "plural": "Compliance and archiving tools",
      "tier": "core",
      "blurb": "Communications archiving, supervision and compliance software.",
      "count": 4,
      "url": "https://wealthtech.dev/categories/compliance"
    },
    {
      "id": "regulatory-data",
      "name": "Regulatory adviser data",
      "plural": "Regulatory data sources",
      "tier": "core",
      "blurb": "Public data from the SEC and FINRA about advisers and filings.",
      "count": 3,
      "url": "https://wealthtech.dev/categories/regulatory-data"
    },
    {
      "id": "prospecting-data",
      "name": "Prospecting data",
      "plural": "Prospecting data providers",
      "tier": "core",
      "blurb": "Databases of advisors and firms sold for prospecting.",
      "count": 1,
      "url": "https://wealthtech.dev/categories/prospecting-data"
    },
    {
      "id": "aggregation",
      "name": "Account aggregation",
      "plural": "Account aggregation providers",
      "tier": "adjacent",
      "blurb": "APIs that pull account and holdings data from financial institutions.",
      "count": 6,
      "url": "https://wealthtech.dev/categories/aggregation"
    },
    {
      "id": "market-data",
      "name": "Market and reference data",
      "plural": "Market and reference data providers",
      "tier": "adjacent",
      "blurb": "Market, fund and reference data APIs.",
      "count": 2,
      "url": "https://wealthtech.dev/categories/market-data"
    }
  ]
}