Blooom: The Easiest Way to Build a 401k

Blooom is a financial technology firm that offers investment advice and portfolio management services through a web application.

Asset-Map: Sales and Education Financial Structure Visualization Tool

A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.

Portfolio Pathway, LLC: A Digital Wealth-management Platform for Financial Advisors

Portfolio Pathway provides a web-based platform that encompasses portfolio management, rebalancing, trade order management, performance reporting and fee billing.

Tradier: Democratizing Brokerage Services using APIs

Tradier offers a set of fully hosted brokerage APIs for trading, investing, and digital advisor platforms.

Alkanza: Customization, Gamification, and Behavioral Science

Alkanza is an investment advizory firm that offers an automated online investment service platform.

Riskalyze: Risk Alignment to Help Advisors Serve Their Clients

Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.

FutureAdvisor: Plan for Your Future Intelligently

FutureAdvisor is an investment advisory firm serving clients nationwide.

Blaze Portfolio: The Definition of Streamlined Electronic Trading

Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.

M1 Finance: Graphic Personalized Portfolio for Do-it-yourself Investors

M1 Finance is an automated investing platform providing highly customizable strategy management with a great digital interface for free.