Redi2 Technologies
Software DevelopmentMassachusetts, United States11-50 Employees
Redi2 Technologies is a Boston-based software company delivering cloud-based billing solutions for the financial services industry. Its SaaS offerings are tailored for asset managers, wealth managers, and financial advisors to help clients accelerate revenue collection and streamline billing processes. The firm serves nearly 1,000 financial services firms with assets under management or administration totaling over $10 trillion. Its products include Revenue Manager for global investment managers, Wealth Manager for TAMPS and UMA/SMA advisory firms, and BillFin for advisors and planners, each addressing different facets of billing and payout workflows. In July 2022, Redi2 was acquired by Envestnet Retirement Solutions, integrating its platform into Envestnet's technology ecosystem.