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List of Companies

97
Club Members
323
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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BNP Paribas Asset Management
Club Member since September 2019
BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
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Covisum
Club Member since August 2019
Covisum provides financial advisors with software, training and support to deliver retirement income plans.
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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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Gravity Investments
Club Member since November 2018
Gravity Investments is an Institutional RoboAdvisor.
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HiddenLevers
Club Member since September 2019
HiddenLevers is a portfolio stress testing platform for financial advisors worldwide.