The Oasis Group Releases Research Report Analyzing Wealth Platforms
John O'Connell2025-07-09T17:56:13+00:00The Oasis Group recently released the third study of their Peaks Research series, which provides in-depth reports and competitive analysis on a range of service providers in the wealth management industry. The reports are designed to help wealth management firms become more informed buyers when breaking away or looking for new wealthtech solutions.
The Peaks Research for Wealth Platforms evaluates the role of wealth technology platforms in how wealth management firms serve clients and examines 10 of the top platforms serving the wealth management community: Addepar, Advisor360°, AdvisorEngine, Advyzon, d1g1t, Envestnet, Masttro, Orion, Private Wealth Systems, and SS&C Black Diamond. Collectively, these platforms represent over $25 trillion in assets under administration.
Click the link below to learn more by reading the full news release in Yahoo! Finance.