List of Companies

23
Club Members
247
Total Companies
Filter by:
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.
NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.


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


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.


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


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


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


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