List of Companies

23
Club Members
247
Total Companies
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Aspiration
Club Member since December 2017
Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.
NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
Ally Invest
Ally Invest is a digital financial services company providing discretionary portfolio management services to their clients through web‐based solutions.


Cetera Financial Institutions
Cetera Investment Services LLC is a registered broker-dealer and registered investment adviser.


E*TRADE
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.


Fifth Third Bank
Fifth Third Bank provides banking products and services for personal and business needs.


Investedge
Investedge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.


Swissquote
Swissquote is Switzerland’s leading provider of online financial and trading services.


Third Financial Software
Third Financial Software develops wealth and investment management software solutions, that combine portfolio management, CRM, performance, compliance, risk, client reporting, and investment management tools.


Wela
Wela is a digital financial advisor leveraging technology to deliver financial advice to the mass affluent.