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List of Companies

97
Club Members
328
Total Companies
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55ip
Club Member since January 2019
55ip provides a white label, brandable investment strategy engine revolutionizing wealth management.
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Accusource LLC
Club Member since August 2019
Accusource LLC is a service company involved in outsourcing solutions for investment firms, including back-office reconciliation, statement digitization, integration to the general ledger, portfolio accounting, and performance validation.
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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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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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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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AgentRisk
Club Member since October 2018
AgentRisk is an automated portfolio management & option strategies, all managed by AI.
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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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BNP Paribas Asset Management
Club Member since September 2019
BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
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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.