List of Companies

Club Members
Total Companies
Filter by:
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.
Club Member since March 2018
MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
Club Member since July 2018
Smartleaf is a rebalancing and portfolio management platform that empowers advisors to deliver more to their clients.
Club Member since December 2017
Trizic delivers workflow automation technology to financial advisors and have a unique approach for banks.
Advisor Software
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.

AgentRisk is an automated portfolio management & option strategies, all managed by AI.

Aixigo is an independent provider of technology for financial advice and support in Germany, Austria, and Switzerland.

Alkanza is an investment advizory firm that offers an automated online investment service platform.

Apex Clearing Corporation
Apex offers account and cash management, paperless account opening and funding processing, automated rebalancing, investment planning, portfolio construction, and other back office services.

Betterment is an online financial advisor that offers automated investing service that aims to provide optimized investment returns for individual, IRA, 401k, and rollover accounts.