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.

The All-In-One Business Owner Planning Platform. Planning for the asset that matters most to your client: their business. BizEquity, an AI-powered business owner planning platform, helps advisors serve the clients who hold most of their wealth in a company they built. The process begins with our platform analyzing tax returns and other key business documents, producing a client-ready report within seconds. Those same results populate a dashboard of planning insights, where advisors work across succession, exit readiness, insurance and risk, retirement, and transferable value, covering the areas most owners have never been asked about. Built and supported by valuation experts, BizEquity's patented platform is distributed through leading financial services firms including TD Bank, UBS, PNC, Northwestern Mutual, Equitable, Hightower, and Wealth Enhancement Group. What's your client's business worth?™ Visit www.BizEquity.com or request a demo at https://www.bizequity.com/get-a-demo/