← Embedded Finance Index 2026/Vendor

LPL Financial

Provider
Retirement / Wealth

Embedded-finance provider tracked in the Embedded Finance Index — disclosed by 3 companies across 1 category.

lplfinancial.com ↗Also analysed as a company — its own stack →
CategoriesRetirement / Wealth
Rank#13 of 29 in Retirement / Wealth
Buyers3 companies
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Who uses LPL Financial
3 companies disclose LPL Financial in their stack
Blue Ridge BankWSECULincoln Savings Bank
What the disclosures say
Blue Ridge Bank
“Site footer links to 'LPL Financial Form CRS,' indicating LPL Financial is the broker-dealer partner behind BRB Wealth; BRB Trust is offered under the bank's own trust powers.”
WSECU
“LPL Financial page mentions insurance products offered through LPL or its licensed affiliates in the context of investment/retirement services.”
Lincoln Savings Bank
“The customer login page lists 'LPL Account View' and 'Wealth Vision' portals, indicating LPL Financial is the broker-dealer / advisory platform behind the investment offering.”
The complete buyer list and each company’s full embedded-finance stack are in the Embedded Finance Index report. Represent LPL Financial? Claim this profile above to unlock your own full list.
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Alternatives to LPL Financial

Other Retirement / Wealth providers in the index, by the number of companies that disclose them. A count of public disclosures, not a ranking of the products.

Drivewealth17 buyers →Vestwell14 buyers →Betterment at Work7 buyers →guideline7 buyers →betterment4 buyers →Empower4 buyers →Apex Fintech Solutions3 buyers →Atomic Brokerage3 buyers →
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Ranked #13 of 29 in Retirement / Wealth — Embedded Finance Index 2026
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