Voyant

Voyant develops collaborative financial planning and wealth management software for advisers and their clients. Accessible from a desktop or mobile web device, its solution provides a holistic approach, including retirement, cash flow, investments, legacy, college, insurance, estate & inheritance, taxes, and more. With Voyant, advisers and clients can interactively plan and adapt to real-life events before, during, and after they happen.On March 2nd, 2021, Voyant was acquired by AssetMark at a valuation of $145M. Financial planning software for consumers, professional financial planners, financial consultants, advisers, IFAs, RIAs, and FSA/FINRA registered representatives.