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List of Companies

108
Club Members
370
Total Companies
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280 CapMarkets
Club Member since Since February 2021
280 CapMarkets is an innovation driven fixed income technology marketplace providing best execution support and price transparency to advisors, institutions and issuers.
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401GO
Club Member since September 2020
Operator of record keeping and administration services intended to offer 401k and other retirement plans.
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55ip
Club Member since January 2019
55ip provides a white label, brandable investment strategy engine revolutionizing wealth management.
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Accusource LLC
Club Member since August 2019
Accusource LLC is a service company involved in outsourcing solutions for investment firms, including back-office reconciliation, statement digitization, integration to the general ledger, portfolio accounting, and performance validation.
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ActiFi
Club Member since January 2019
ActiFi provides practice management solutions to financial institutions and financial advisory firms.
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ActiveAllocator
Club Member since August 2018
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
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Advicefront
Club Member since July 2018
AdviceFront is an investment platform for independent financial advisors. It is based on algorithmic investing and behavioral side of financial advice.
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Advicent
Club Member since August 2019
The provider of SaaS technology solutions for the financial advice and planning industry in the United States and Canada.
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Advisor Innovation Labs
Club Member since July 2018
AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients
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Advisor Software
Club Member since December 2018
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.