List of Companies

35
Club Members
264
Total 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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Albridge
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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Aspiration
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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Blooom
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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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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FutureAdvisor
Club Member since September 2018
FutureAdvisor is an investment advisory firm serving clients nationwide.
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Hedgeable
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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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.
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Riskalyze
Club Member since September 2018
Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.
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Vestwell
Club Member since November 2017
Vestwell builds the 401(k) platform for advisors and offers retirement planning strategies for companies and their employees.