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List of Companies

55
Club Members
285
Total Companies
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ActiveAllocator
Club Member since August 2018
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
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Advicefront
Club Member since July 2018
AdviceFront is an investment platform for independent financial advisors. It is based on algorithmic investing and behavioral side of financial advice.
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Advisor Software
Club Member since December 2018
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.
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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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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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Alkanza
Club Member since September 2018
Alkanza is an investment advizory firm that offers an automated online investment service platform.
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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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Blaze Portfolio
Club Member since September 2018
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
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Blooom
Club Member since October 2018
Blooom is a financial technology firm that offers investment advice and portfolio management services through a web application.
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Capitect
Club Member since December 2018
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process for advisors.