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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AdvisoryWorld
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
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AgentRisk
Club Member since October 2018
AgentRisk is an automated portfolio management & option strategies, all managed by AI.
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Blaze Portfolio
Club Member since September 2018
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
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Emotomy
Club Member since July 2018
Emotomy is helping financial advisors build, manage and market their own investment strategies.
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Evolute
Club Member since December 2017
Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.
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Hydrogen
Club Member since August 2018
The Hydrogen platform features powerful REST APIs with modules built for fintech.
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MyVest
Club Member since March 2018
MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
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NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
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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.