Advisor Operating Platform
Provider 
Founded 2025
Sells To B2B
Pricing Model B2B Subscription
Ownership Venture-backed private company

Advisor Operating Platform is an AI-native substrate for wealth-firm data, rules, and digital workers.
The platform encodes a wealth firm's clients, advisors, accounts, products, fees, and compliance rules as one queryable model that agents and humans can use under audit controls.
It exposes that governed layer over MCP and typed APIs, runs digital workers across billing, research, trading, and supervision, and deploys on a firm's own cloud perimeter.
BlackRock

Aladdin
blackrock.com
AdvisorEngine

Digital Wealth Platform
advisorengine.com
Morningstar

Direct Advisory Suite
morningstar.com
eMoney Advisor

eMoney Pro
emoneyadvisor.com
Envestnet

MoneyGuidePro
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Orion Advisor Solutions

Orion Advisor Technology
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Practifi

Wealth Management CRM
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| Attribute | Advisor Operating Platform | Aladdin | Digital Wealth Platform | Direct Advisory Suite | eMoney Pro | MoneyGuidePro | Orion Advisor Technology | Wealth Management CRM | |
|---|---|---|---|---|---|---|---|---|---|
| Provider | |||||||||
| Founded | 2025 | 1988 | — | 1984 | 2000 | 1999 | 1999 | 2013 | |
| Sells To | B2B | Institutional | — | Individuals, Institutional | Enterprises | Enterprise | Business | — | |
| Pricing Model | B2B Subscription | Management Fees | — | Subscription | B2B Subscription | — | Subscription | B2B Subscription | |
| Ownership | Venture-backed private company | Public | — | Public, Public-Private Partnership | — | — | — | — |
Provider 
Founded 2025
Sells To B2B
Pricing Model B2B Subscription
Ownership Venture-backed private company
Provider 
Founded 1988
Sells To Institutional
Pricing Model Management Fees
Ownership Public
Provider 
Founded —
Sells To —
Pricing Model —
Ownership —
Provider 
Founded 1984
Sells To Individuals, Institutional
Pricing Model Subscription
Ownership Public, Public-Private Partnership
Provider 
Founded 2000
Sells To Enterprises
Pricing Model B2B Subscription
Ownership —