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List of Companies

55
Club Members
285
Total Companies
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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
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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.
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AdvisoryWorld
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
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Aspiration
Club Member since December 2017
Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.
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GuidedChoice
Club Member since November 2018
GuidedChoice is an independent advisory firm focused on helping people retire.
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Hydrogen
Club Member since August 2018
The Hydrogen platform features powerful REST APIs with modules built for fintech.
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inStream Solutions
Club Member since December 2018
inStream Solutions is the proactive financial planning software for advisors.
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iQuantifi
Club Member since November 2018
iQuantifi is a RoboPlanner® that contracts with financial institutions to help their clients identify, prioritize and achieve their financial goals.
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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.
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WealthBar
Club Member since June 2018
WealthBar provides online financial advisory, investment management, and financial planning tools to investors.