List of Companies

Club Members
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WWW Inst Twitter
Club Member since January 2019
ActiFi provides practice management solutions to financial institutions and financial advisory firms.
WWW Inst facebook
Club Member since August 2018
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
WWW Inst facebook Twitter
Club Member since July 2018
AdviceFront is an investment platform for independent financial advisors. It is based on algorithmic investing and behavioral side of financial advice.
WWW Inst facebook Twitter
Advisor Innovation Labs
Club Member since July 2018
AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients
WWW Inst Twitter
Advisor Software
Club Member since December 2018
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.
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 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 facebook Twitter
Club Member since September 2018
Alkanza is an investment advizory firm that offers an automated online investment service platform.