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List of Companies

97
Club Members
324
Total Companies
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AdvisorStream
Club Member since June 2019
AdvisorStream is the powerful automated business building platform.
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Albridge
Club Member since August 2018
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.
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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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LifeYield
Club Member since July 2019
LifeYield, creator of the Taxficient Score®, is the industry innovator in facilitating tax-smart, risk-smart household portfolio management.
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NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
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Practifi
Club Member since May 2019
Practifi is the business management platform for financial advice, retirement and insurance.
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Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.


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Advisys
Advisys creates the financial planning and insurance sales solutions for professionals.


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


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BlackRock
BlackRock is an investment company that offers its services to institutions, intermediaries, foundations, and individual investors.