InterGen Data: Predicting Life Events with AI Tech

InterGen Data is a data services provider of cloud-based artificial intelligence software solutions for the banking, financial services, and insurance industries

Redtail: The Evolving CRM System Built for Financial Professionals

Redtail Technology, Inc. is the web-based client relationship management solutions for the financial advisors.

LifeYield: Revolutionizing the Way Americans Save and Invest

LifeYield, creator of the Taxficient Score®, is the industry innovator in facilitating tax-smart, risk-smart household portfolio management.

Harness Wealth: Identifying Smart Strategies to Maximize Wealth

Harness Wealth helps clients identify financial opportunities and avoid missteps. The company blends deep expertise, sophisticated technology, and personal service to identify strategies that unlock value and pair investors with advisers that turn those strategies into reality.

Facet Wealth: Covering all Aspects of FinLife Management

Facet Wealth offers human-first, technology-enabled financial planning services.

Concenter Services’ XLR8: Salesforce on Steroids

XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.

Advyzon: Scalable, All-in-One Wealth Management that Runs on the Cloud

Advyzon is the integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.

Huygens Capital: Tactical B2C Robo-Advisor

Huygens is a tactical robo-advisor and liquid alternative investment manager.

OpenInvest: Perfecting Impact Investing

OpenInvest is a Public Benefit Corporation (PBC) dedicated to using technology to bring honesty and transparency to financial services.