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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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.
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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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Club Member since November 2018
Wela is a digital financial advisor leveraging technology to deliver financial advice to the mass affluent.
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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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Axos Financial
Axos Financial, Inc. is the holding company for Axos Bank, a nationwide bank that provides consumer and business banking products through its low-cost distribution channels and affinity partners.

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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.