List of Companies

Club Members
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WWW Inst facebook Twitter
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.
WWW Inst facebook Twitter
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
WWW Inst Twitter
Club Member since June 2019
Advyzon is the integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.
WWW Inst Twitter
Club Member since October 2018
AgentRisk is an automated portfolio management & option strategies, all managed by AI.
WWW Inst facebook Twitter
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.
WWW Inst Twitter
BNP Paribas Asset Management
Club Member since September 2019
BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
WWW Inst Twitter
Bridge Financial Technology
Club Member since November 2018
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
WWW Inst facebook Twitter
Club Member since March 2019
FinMason is the independent investment analytics engine for financial services platforms.
WWW Inst facebook Twitter
First Rate
Club Member since January 2019
First Rate helps wealth management companies grow, thrive as stewards of their clients' investments, and foster superior client relationships.
WWW Inst facebook Twitter
Gravity Investments
Club Member since November 2018
Gravity Investments is an Institutional RoboAdvisor.