Voyant

What Voyant does

Voyant is a private financial planning software company, founded in 1999 and headquartered in Austin, Texas, that operates as a wholly-owned subsidiary of AssetMark Financial Holdings, Inc. The company provides a web-based "Wealth Experience Platform" engineered for ultra-high-net-worth (UHNW) and high-net-worth (HNW) wealth management, explicitly targeting the "complex 10%" of financial planning — trusts, corporate holdings, sophisticated estate structures, and multi-jurisdictional tax regimes — that standard planning tools do not address. Its customer base spans family offices, tax specialists (accountants), insurance RIAs, brokers, and private bankers/wealth managers across the US, UK, Ireland, Canada, and Australia.

The platform is built on a Java server-side architecture with an EmberJS frontend, MySQL RDBMS, Spring and Hibernate frameworks, running on Tomcat/J2EE containers and hosted on cloud infrastructure. At its core sits a proprietary financial calculation engine that handles complex international tax regimes and financial products, supported by TLS 1.2, AES256 encryption, and SHA2 signatures with external key management. The product suite comprises the core platform plus eight specialized modules covering Transition of Wealth, Corporate, Tax Planning, Risk Planning, Insurance Planning, Retirement Planning, and Goals-Based Planning. Revenue is generated primarily through per-Authorized-User subscription fees billed annually or monthly in advance, supplemented by setup/service charges and monthly client access fees for third-party clients referred through advisors.

Voyant distributes through a direct sales motion targeting wealth management firms and family offices, supported by free trials, 1:1 demos, and live webinars, with regional websites for US, UK, Ireland, Canada, Australia, and Global markets. In June 2026, Voyant joined Addepar's Partner Program to enable direct integration of aggregated portfolio data into Voyant's planning environment, extending its distribution into Addepar's wealth management platform ecosystem.

Name

Voyant

Legal name

Voyant, Incorporated

Website

https://planwithvoyant.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

51–100 employees

Short description

Voyant is a private wealth management SaaS platform, founded in 1999 and owned by AssetMark Financial Holdings, that provides financial planning software for ultra-high-net-worth clients. Its Java-based calculation engine and eight solution modules serve thousands of advisors across US, UK, Ireland, Canada, and Australia.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Funds, Trusts, and Other Financial Vehicles (525)

SIC

Investment Advice (6282)

akta.pro primary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Wealth management software
• Financial planning platform
• Estate planning tools
• Tax modeling software
• Goal-based planning

Headquarters

HQ city

Austin

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. Subscription - Authorized User Licenses: Annual or monthly subscription fees charged per Authorized User. Each individual Authorized User must have their own distinct user account login. Fees are exclusive of applicable taxes. Payment is made in advance with annual or monthly billing cycles depending on option selected at account establishment.
2. Setup and Service Charges: Additional fees including setup fees and service charges as described in fee schedule. Fees for additional Authorized Users added mid-billing cycle are charged in full for that billing month.
3. Client Access Fees: Monthly Client access fees charged for each third-party client referred through the Service and accessed by the Advisor through the platform.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Voyant provides a web-based financial planning platform for wealth management professionals serving ultra-high-net-worth and high-net-worth clients. The platform models complex taxes, estate structures, trusts, and corporate holdings, and supports goal-based cash flow planning, retirement, insurance, risk, and tax planning. It operates across US, UK, Ireland, Canada, and Australia markets under a per-seat subscription model.

Product overview

Voyant offers a unified Wealth Experience Platform that combines a core financial planning engine with specialized solution modules. The platform addresses the full spectrum of wealth planning needs—from goal-based cash flow planning to the sophisticated intricacies of trusts, corporate holdings, and estate structures that define generational wealth. The solution modules include Transition of Wealth (family gifting, charitable contributions, estate tax optimization), Corporate planning (for company gifting and sales), Tax Planning, Risk Planning, Insurance Planning (long-term care, whole life), Retirement Planning (cash flow, Social Security, withdrawal strategies), and Goals-Based Planning. Target clients include Family Offices (UHNW/HNW), Tax Specialists (Accountants), Insurance RIAs, Brokers, Private Bankers, and Wealth Managers. The platform operates across US, UK, Ireland, Canada, Australia, and Global markets.

Differentiator

Problem solved

Functional benefit

Products and services

• Voyant Wealth Experience Platform A web-based financial planning platform for wealth management professionals that models complex taxes, estate structures, trusts, and corporate holdings to provide goal-based cash flow planning alongside sophisticated wealth management capabilities. Licensed on a per Authorized User subscription basis for financial advisers serving ultra-high-net-worth and high-net-worth clients across the US, UK, Ireland, Canada, and Australia.

Segments5 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Two partnerships are on record, tiered core.

• AddeparcoreTechnology or Integration · 13 June 2026Addepar, a wealth management technology platform, added Voyant to its Partner Program enabling direct integration of aggregated portfolio data into Voyant's interactive planning environment. This integration was announced alongside Addepar's AI strategy enhancements at AddeConf26 conference in Manhattan. The integration enables wealth managers to access portfolio aggregation data within Voyant's planning tools.
• AssetMark Financial Holdings, Inc.coreOthersAssetMark Financial Holdings, Inc. is the parent company of Voyant. Voyant is owned by AssetMark Financial Holdings, Inc.

Scale indicators2 records

Recent moves4 records

Expansion highlights5 records

Direct peers

• MoneyGuidePro: MoneyGuidePro is one of the most widely adopted financial planning platforms for advisors, offering goal-based planning and cash flow analysis. While broader in market reach than Voyant, it competes directly for the same financial advisor buyer and increasingly overlaps in HNW planning functionality.
• RightCapital: RightCapital provides SaaS-based financial planning, retirement, and tax planning software for financial advisors. It directly competes with Voyant for advisory firm subscribers, particularly in the HNW segment, though it focuses more on mass-affluent planning than UHNW complexity.
• eMoney Advisor: eMoney Advisor (a Fidelity company) is a leading financial planning software platform for advisors, offering comprehensive cash flow, retirement, and estate planning. It competes directly with Voyant across HNW/UHNW advisor segments and serves a similar client-led planning model.

Broad incumbents

• Envestnet MoneyGuide: Envestnet offers a broad wealth management platform including MoneyGuide planning software, portfolio management, and data aggregation. As a large incumbent, it bundles planning capabilities that compete with Voyant's offerings within enterprise RIA and bank trust deployments.
• Orion Advisor Technology: Orion provides portfolio accounting, CRM, and financial planning tools (including Brinker Capital and HiddenLevers) to advisors. Its broad platform competes for the same advisor technology budget that Voyant targets, with planning as one component of a wider suite.
• Black Diamond Wealth Platform: Black Diamond (an Advent business) provides performance reporting, client portal, and rebalancing tools that serve HNW/UHNW advisors. While not a planning-first product, it competes in the broader advisor technology stack purchase and increasingly offers planning integrations.

Emerging players

• Wealth.com: Wealth.com is an estate planning platform designed for financial advisors, focusing on streamlined estate planning workflows and document generation. It overlaps with Voyant's transition-of-wealth and estate tax optimization modules while targeting a more modern UX experience.
• Holistiplan: Holistiplan provides tax planning software for financial advisors, automating review of client tax returns for planning opportunities. It overlaps with Voyant's tax planning module in addressing advisor-led tax planning for HNW clients.

Others

• Addepar: Addepar is a wealth management technology platform for family offices, RIAs, and private banks offering portfolio aggregation, analytics, and reporting. While not a direct planning competitor, it is a partner and adjacent ecosystem player whose data now feeds into Voyant through the 2026 Partner Program integration.
• AssetMark (Parent): AssetMark Financial Holdings is Voyant's parent company and a leading provider of wealth management solutions and services to independent financial advisors. It operates as both owner and ecosystem channel partner, providing Voyant with captive advisor distribution and strategic alignment.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/planwithvoyant

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Voyant