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.
Pre-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 Supergrow for FAs 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—
Altruist
The only modern custodian built exclusively for RIAs.
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Advyzon
Exceptional Technology. Unmatched Service.
Libretto
We help advisors make every client feel like they're worth $100 million.
YNAB
We're a spendfulness app that has inspired millions to spend, save, and live joyfully.
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Sharepoint
Securely collaborate, sync, and share content
Aryze Design
We craft creative marketing & design solutions that empower financial advisors to scale their practice with confidence.
Kwanti
Portfolio Analytics solution aiding financial advisors with prospect conversion, client retention, and model management
Greenboard
The AI-powered operating system for SEC & FINRA compliance. Materially better software than everything else out there.
Tolerisk
Client and portfolio risk profiling technology designed for fiduciaries to improve client engagement and reduce compliance risk.
Calendly
We help individuals, teams, and organizations create better meeting experiences.
TaxStatus
Helping you navigate the world of taxes with confidence.
Holistiplan
Financial planning just got faster. Helping financial planners be more comprehensive AND more efficient.
Buy in Bulk
Building a great stack is even smoother with a group effort. Order The Ultimate AdvisorTech Stack for 2025 in bulk and set your entire team up for success. Because good tech decisions are even better when shared.
More books = more wins.
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?
Mark your calendars! The book will officially hit Amazon on February 20th—get ready to dive in!
Can I order more than 100 copies?
Absolutely, and then some! You can bulk order your copies right now using this link—go big or go home.
How will the books be distributed?
I plan to use Amazon Prime's impressive distribution capabilities to get 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
Joe is a prolific writer in the advisortech space and the driving force behind Conneqtor, a platform that connects and builds community for advisors, operators, consultants, and advisortech. He’s also the founder of the “Supergrow for Financial Advisors” Skool community and the RIAjobs.io industry job board.
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.
