List of Companies

14
Club Members
219
Total Companies
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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.
Folio Institutional
Club Member since December 2017
Folio Institutional is a leading brokerage, custody and financial technology company all in one.
Hedgeable
Club Member since November 2017
Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.
PlanPlus
Club Member since February 2018
PlanPlus is an Ontario-based provider of a high-quality multilingual goal-based financial planning software. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.
Vestwell
Club Member since November 2017
Vestwell builds the 401(k) platform for advisors and offers retirement planning strategies for companies and their employees.
Advizr
Advizr is a platform built to assist financial advisors in establishing long term relationships with their clients.


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


Albridge
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.


Backstop Solutions Group
Backstop Solutions Group, LLC is a privately held Software-as-a-Service platform company, providing cutting-edge software to hedge funds, funds of funds, endowments and other institutional investors.


Betterment
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.