List of Companies

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Club Member since November 2017
DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.
Folio Institutional
Club Member since December 2017
Folio Institutional is a leading brokerage, custody and financial technology company all in one.
Acorns is a financial services company providing a micro-investing app which enables users to round up their daily purchases and invest into a low-cost portfolio.

Active Allocator
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.

Advize is a fully licensed online broker based in Paris with a full stack approach and the ambition to disrupt retail investment scene.

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.

Ally Invest
Ally Invest is a digital financial services company providing discretionary portfolio management services to their clients through web‐based solutions.

Apex Clearing Corporation
Apex offers account and cash management, paperless account opening and funding processing, automated rebalancing, investment planning, portfolio construction, and other back office services.

Appcrown is an application integrator for broker-dealer and RIA firms.

AssetMark, formerly Genworth Wealth Management, is a strategic provider of innovative investment and consulting solutions serving independent financial advisors.