List of Companies

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Club Member since December 2017
Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.
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Club Member since October 2018
InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.

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Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
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Ally Invest
Ally Invest is a digital financial services company providing discretionary portfolio management services to their clients through web‐based solutions.

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

DST Systems, Inc. provides technology-based information processing and servicing solutions. It was acquired by SS&C Technologies.

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

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

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National Advisors Trust Company
NATC is a leading independent trust company providing expert trust services and solutions to trusted advisors and the families they serve.

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Raymond James
Raymond James providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.