List of Companies

Club Members
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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
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.
Club Member since November 2017
Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.
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.
Club Member since November 2017
Vestwell builds the 401(k) platform for advisors and offers retirement planning strategies for companies and their employees.
Advisys creates the financial planning and insurance sales solutions for professionals.

Advizr is a platform built to assist financial advisors in establishing long term relationships with their clients.

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

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.