List of Companies

35
Club Members
264
Total Companies
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AdvisorEngine
Club Member since September 2017
AdvisorEngine is a trailblazer that created a unique offering, infusing a white-label digital B2B solution for financial institutions with lots of integrations and impressive API abilities.
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AdvisoryWorld
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
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AgentRisk
Club Member since October 2018
AgentRisk is an automated portfolio management & option strategies, all managed by AI.
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Albridge
Club Member since August 2018
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
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Hedgeable
Club Member since November 2017
Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.
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InvestEdge
Club Member since October 2018
InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.


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Quovo
Club Member since June 2018
Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions.
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Riskalyze
Club Member since September 2018
Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.
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Totum Risk
Club Member since June 2018
Totum is the digital risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
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Wikifolio
Club Member since August 2018
Wikifolio is an Austria-based online platform for investment strategies of traders and asset managers.