Exaxe Competitors

Morningstar, Inc. is a leading provider of independent investment insights in North America, Europe, Australia, and Asia. The Company offers an extensive line of products and services for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, institutional investors in the debt and private capital markets, and alliances and redistributors. Morningstar provides data and research insights on a wide range of investment offerings, including managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. Morningstar also offers investment management services through its investment advisory subsidiaries, with approximately $369 billion in AUMA as of Sept. 30, 2025. The Company operates through wholly-owned subsidiaries in 32 countries.

SS&C Advent, a business unit of SS&C Technologies, is helping more than 5,000 asset managers and asset owners worldwide transform their investment processes to maximize operational efficiency and fuel growth. Inclusive of the full SS&C Eze solution suite, Advent delivers highly specialized and sophisticated solutions underpinned by a modern, scalable, and flexible cloud framework to maximize efficiencies across portfolio management and reporting, trading, compliance, investor management and more. From start-up and emerging funds to the most recognized and established institutions, Advent solutions have provided firms with innovative and award-winning technology backed by unparalleled client service for over 40 years. For more information, visit advent.com.

Envestnet is the Adaptive WealthTech company that helps advisors meet the moment with its comprehensive technology, insights, solutions, and industry-leading support. This empowers advisors to make smart decisions throughout every step of a client's financial life. Backed by 25 years of experience and $7.0 trillion in platform assets, Envestnet is trusted by over a third of all financial advisors across many leading banks, wealth managers, brokerages, and RIAs. For a deeper dive into how Envestnet is shaping the future of financial advice, visit www.envestnet.com. Envestnet refers to the family of operating subsidiaries of the holding company, Envestnet, Inc. Stay connected with us for the latest updates and insights on LinkedIn and X (@Envestnet_). Social Media Disclosure: www.envestnet.com/social-media-disclosure Privacy Policy: https://www.envestnet.com/privacy