List of Companies

14
Club Members
219
Total Companies
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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.
PlanPlus
Club Member since February 2018
PlanPlus is an Ontario-based provider of a high-quality multilingual goal-based financial planning software. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.
Advizr
Advizr is a platform built to assist financial advisors in establishing long term relationships with their clients.


Aixigo
Aixigo is an independent provider of technology for financial advice and support in Germany, Austria, and Switzerland.


Anaplan
Anaplan is recognized and awarded by industry experts, analysts, and influencers for its technology, innovation, and vision.


Betterment
Betterment is an online financial advisor that offers automated investing service that aims to provide optimized investment returns for individual, IRA, 401k, and rollover accounts.


Cheshire Software
Cheshire Wealth Manager is a fully integrated financial and retirement planning software.


Easyfolio
Easyfolio is a German financial services company that enables its customers to invest in diversified portfolios.