CoreValue Advisor Software Competitors

Plaid is a data network that powers the tools millions of people rely on to live a healthier financial life. Plaid works with thousands of companies like Venmo, SoFi, and Betterment, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers more than 12,000 financial institutions across the US, Canada, UK and Europe. Headquartered in San Francisco, the company was founded in 2013 by Zach Perret and William Hockey.

BizBuySell is the Internet's largest and most heavily trafficked business for sale marketplace, with more business for sale listings, more unique users, and more search activity than any other similar site. The BizBuySell Network has an inventory of over 65,000 businesses for sale, and more than 15 million monthly visits. BizBuySell also has one of the largest databases of sale comparables for recently sold businesses and one of the industry's leading franchise directories. BizBuySell was founded in 1996 and acquired by LoopNet, Inc. in 2004. LoopNet operates the largest commercial real estate listing service online, with more than $450 billion of property listed for sale and 6.7 billion square feet of space for lease. With over 4 million members, LoopNet attracts the Internet's largest community of commercial real estate professionals.

Business owner planning just got easier. Helping advisors deliver for owners the way they do for everyone else. BizEquity gives financial professionals what they need to plan for business owner clients at scale. Advisors generate a business valuation estimate in minutes, see where the gaps are, and build a plan around the asset that represents most of the owner's net worth. Financial advisors, accountants, business coaches, insurance agents, and bankers use BizEquity's cloud-based platform to open business owner conversations, deepen existing relationships, differentiate their practice, and generate new revenue. Business valuation was traditionally expensive, time intensive, and invasive. BizEquity built the software that removed all three barriers, so owner planning becomes a repeatable part of an advisor's process rather than a one-off engagement. Developed and supported by valuation experts with first-hand experience, BizEquity works with over 850 leading financial services and advisory firms across the US, Europe, and Asia. Our patented platform is distributed through firms including TD Bank, UBS, PNC, Northwestern Mutual, Equitable, and Goldman Sachs, reaching more than 4,000 advisors. BizEquity was acquired by ACBJ in 2019. What's your client's business worth?™ Visit our site at www.BizEquity.com or request a demo at https://www.bizequity.com/Contact-us/