List of Companies

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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.

Advize is a fully licensed online broker based in Paris with a full stack approach and the ambition to disrupt retail investment scene.

BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.

Cetera Financial Institutions
Cetera Investment Services LLC is a registered broker-dealer and registered investment adviser.

Ellevest is a US-based investment advisor that offers a robo-advisor designed specifically for women.

Fifth Third Bank
Fifth Third Bank provides banking products and services for personal and business needs.

Financial Engines
Financial Engines is an online investment manager providing retirement account services for individuals.

ForwardLane is a B2B cognitive finance company that builds enterprise-scale strategic AI solutions for private wealth management, asset management and insurance.

GROW Super
GROW Super is offering consumers different ways to invest for their retirement.