List of Companies

Club Members
Total Companies
Filter by:
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 January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
Inst facebook Twitter
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.

Inst Twitter
Advyzon is the integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.

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

Inst Twitter
Backstop Solutions Group
Backstop Solutions Group, LLC is a privately held Software-as-a-Service platform company, providing cutting-edge software to hedge funds, funds of funds, endowments and other institutional investors.

Inst facebook Twitter
Concenter Services
Concenter Services, LLC provides CRM software and consulting for Financial Advisory Firms.

Inst facebook Twitter
FA Solutions
FA Solutions is a provider of solutions to Nordic asset managers, private banks and family offices.

WWW Inst facebook Twitter
First Rate
First Rate is a wealth management companies grow and thrive as stewards of their clients investments and solutions help financial firms.

Hanlon Investment Management (Hanlon) was founded to provide active investment management solutions to advisors and their clients.