The Ultimate AdvisorTech Stack for 2025.
The Ultimate AdvisorTech Stack for 2025 keeps it simple, nerdy, and (dare we say?) fun. It’s one part tech recommendations, one part opinion, and 100% focused on helping you build a smarter, better stack. No fluff. No “shoulds” (well maybe just a few). Simply tools to make your advising life easier.
Order Your Copy & Get Supergrow-ing Today
Everything you need to build your ideal stack without the guesswork—or the thousands in consulting fees. Plus, get lifetime access to the AdvisorTechBook Community!
A Little Teaser for the Advisortech Nerds
I’ve done the demos, pored over the reviews, and tested the tools, so you don’t have to. Here’s a look at a few of the advisortech solutions that made the cut—
Wealth.com
A combination of best-in-class estate planning technology and human expertise to elevate the wealth management industry.
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Move Health
Helping Financial Advisors and their clients to make health coverage simple & clear
BC Brokerage
We make insurance simple for Fee-Only Financial Planners (RIAs) | 100% Independent | Life | Disability | LTC | Annuity
Waterlily
Waterlily is building the future of eldercare financial planning tools using AI.
Sora Finance
AI-driven debt financing and management platform (consumer and small business) empowering advisors and their clients.
PhilanthPro Solutions
Plan philanthropy without the spreadsheets.
Bento Engine
Empowering Financial Advisors to lead with advice during Moments That Matter.
fpPathfinder
Helping Diligent Advisors Ensure Their Clients Are On The Right Planning Path
VRGL
Accelerating the client acquisition process for financial advisors and bringing transparency to wealth management.
CurrentClient
Compliant Communication for Wealth Advisors | 2024 XYPN Best in Show Winner!
Advisor Armor
Cybersecurity Governance, Risk, and Compliance Software and Services
Absolute Capital
Manage your client's 401k/403b/457 account today - stop waiting for the rollover!
Browse Our FAQs
Let’s be real—advisortech can be a maze. So if you’re scratching your head, don’t worry. Chances are someone else is too. Browse our FAQs below or shoot over an email.
When is the book going to be published?
The book officially hit Amazon and is available to purchase as of February 12th!
How are the books distributed?
Amazon Prime’s impressive distribution capabilities got these 6,000 copies into advisors’ hands by mid-March.
Who is this book for?
This book is crafted for RIA owners managing $50M–$500M in assets and smaller family offices. The tech stack inside is perfectly suited for firms of this size.
Joe Moss
With a background in various industries, including real estate and data analysis, Joe has become a go-to resource for financial advisors looking to optimize their tech stacks. Known for his practical solutions and ability to make complex concepts easy to understand, Joe’s work is all about helping advisors make smarter, more informed decisions when it comes to technology.
When working with Joe, you’ll soon realize he has a passion for problem solving and helping others understand the value in optimizing their tech solutions. He’s developed a broad knowledge of the industry from years of reading about and listening to thought leaders in the RIA and fintech space.
Today, Joe uses his background and deep industry understanding to help advisors navigate the increasingly complex advisortech landscape.
