Disclosure
An independent directory should be plain about its economics. Here is exactly how UHNW.ai makes money — and where it doesn't.
Educational only — not financial, legal or investment advice. Nothing about our funding changes that, and no commercial relationship ever sets a platform's place in our directory, or a caveat.
The three ways a listing can relate to money
Every review page states our relationship with that vendor in its "at a glance" block. There are only three possibilities:
- No relationship — the majority. Most platforms in this directory, including the enterprise wealthtech vendors, pay us nothing. Their links route to their own sites, and we earn nothing if you request a demo or become their customer. They are listed because a credible directory requires them.
- Partner programs. Some tools — mostly the operational and productivity layer — run affiliate or partner programs. When our partner URL is active, that link carries
rel="sponsored"in the page code and we may earn a commission at no additional cost to you. Until then, the listing says so and the link routes to the vendor — we earn nothing. - Referral or sponsorship agreements. We may in future enter negotiated B2B referral or sponsored-listing agreements with vendors in this market. If and when one exists, the listing it concerns will say so explicitly. No such statement on a listing means no such agreement exists.
What money never buys here
Our ordering and assessments follow the published approach on our methodology page, before and apart from any commercial consideration. No vendor can pay for a higher position in the directory, the removal of a criticism, or a softer caveat — and the flagged categories, like the retail investment platforms we list for calibration, stay flagged regardless of any link economics. If honest treatment of a vendor costs us a relationship, the treatment stays and the relationship goes.
Related properties
UHNW.ai is part of a small portfolio of independent editorial sites run by the same publisher. Where we link between our own properties, the same standards apply, and we identify the destination honestly.
Trademarks & third-party data
Product names, logos and trademarks (Addepar, Masttro, Asora, Altoo, Aleta, FundCount, Black Diamond, Sage Intacct, Notion, Navan, HubSpot and others) belong to their respective owners; mentioning them implies no endorsement or affiliation in either direction. Pricing, capabilities and compliance claims are gathered from each vendor's public materials, are the vendor's own statements, and may change — see our methodology for how we handle unverified information.
Questions
If anything here is unclear, or you believe a disclosure is missing where one belongs, write to hello@aiautomation.engineer. Independence is the product; we treat challenges to it seriously.