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List of Companies

55
Club Members
285
Total Companies
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WWW Inst facebook
ActiveAllocator
Club Member since August 2018
ActiveAllocator is a digital asset allocation platform with technology-enabled customized advice capabilities.
WWW Inst Twitter
Advisor Software
Club Member since December 2018
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.
WWW Inst facebook Twitter
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.
WWW Inst facebook Twitter
AdvisoryWorld
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
WWW Inst Twitter
AgentRisk
Club Member since October 2018
AgentRisk is an automated portfolio management & option strategies, all managed by AI.
WWW Inst facebook Twitter
Blaze Portfolio
Club Member since September 2018
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
WWW Inst Twitter
Capitect
Club Member since December 2018
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process for advisors.
WWW Inst Twitter
Emotomy
Club Member since July 2018
Emotomy is helping financial advisors build, manage and market their own investment strategies.
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Evolute
Club Member since December 2017
Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.
WWW Inst Twitter
FinFolio
Club Member since November 2018
FinFolio is a software company that provides professional investment management software to investment advisors and money managers.