List of Companies

23
Club Members
247
Total Companies
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Advicefront
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.
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
AdvisorEngine
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.
AdvisoryWorld
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
Aspiration
Club Member since December 2017
Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.
DriveWealth
Club Member since November 2017
DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.
Emotomy
Club Member since July 2018
Emotomy is helping financial advisors build, manage and market their own investment strategies.
Evolute
Club Member since December 2017
Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.
Folio Institutional
Club Member since December 2017
Folio Institutional is a leading brokerage, custody and financial technology company all in one.
Hedgeable
Club Member since November 2017
Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.