The first advisor technology guide that actually filters for your firm size. Real pricing. Verified reviews. Zero vendor payments for placement.
Because the industry needed someone to tell the truth.
We reached out via LinkedIn. Twice. Politely. Professionally.
"I'm reaching out to respectfully ask for a moment of your time. We've noticed that UX Wealth has not been included on your technology map, despite offering core infrastructure that rivals—and in many ways exceeds—firms currently listed.
We are a true technology company, not just a TAMP. Our CTO was the original architect of CircleBlack, which is featured on your map. Since then, we've built native order management, a flexible billing engine, and a modern reporting platform...
What would it take to schedule a meeting and be properly evaluated for inclusion?"
— Kyle Wiggs, CEO, UX Wealth
"Do we have to pay to play or are you truly offering objective advice?"
— Kyle Wiggs, CEO, UX Wealth
Response to both messages:
Nothing.
Not "no, you don't qualify." Not "here's our criteria." Not "we'll review you next update." Just... silence.
Meanwhile, model marketplaces are listed as "TAMPs" when they don't even offer trading, billing, or operational support. Vendors with $100M+ minimums sit next to startups — with no way for advisors to filter.
"If the gatekeepers won't let us in, we'll build a better gate."
— Our team, after message #2 went unanswered
This isn't about revenge. It's about building something actually useful for advisors.
You've seen the maps. 500+ logos crammed into a poster. No pricing. No way to know who actually serves firms your size. Contact us for everything.
Tools that actually help you make decisions
Answer 5 questions, get a personalized tech stack recommendation with total cost estimate. No guessing.
Start BuildingSet your AUM and instantly see only vendors who actually serve firms your size. No more wasted demos.
Filter VendorsCompare up to 3 vendors head-to-head on pricing, ratings, features, and integrations.
Compare NowSee the real annual cost of your entire tech stack. No surprises. No hidden fees revealed after signing.
Calculate CostsReal reviews from verified advisors. Not vendor testimonials. Not paid placements. The truth.
Read ReviewsWe flag vendors that are miscategorized or misleading. Model marketplaces aren't TAMPs. We'll tell you.
See WarningsFrom overwhelmed to optimized in 3 minutes
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