List of Companies

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Advisor Innovation Labs
Club Member since July 2018
AI Labs develops FinTech solutions that help financial advisors improve the way they work with their clients
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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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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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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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Club Member since August 2019
Covisum provides financial advisors with software, training and support to deliver retirement income plans.
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Folio Institutional
Club Member since December 2017
Folio Institutional is a leading brokerage, custody and financial technology company all in one.
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Club Member since September 2018
FutureAdvisor is an investment advisory firm serving clients nationwide.
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Club Member since November 2018
GuidedChoice is an independent advisory firm focused on helping people retire.
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Club Member since November 2017
Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.
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inStream Solutions
Club Member since December 2018
inStream Solutions is the proactive financial planning software for advisors.