List of Companies

14
Club Members
219
Total Companies
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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.
MyVest
Club Member since March 2018
MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
Trizic
Club Member since December 2017
Trizic delivers workflow automation technology to financial advisors and have a unique approach for banks.
Advizr
Advizr is a platform built to assist financial advisors in establishing long term relationships with their clients.


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


AssetBook
AssetBook provides personalized instrument panels for client performance, asset allocation, cash management and tax considerations.


Betterment
Betterment is an online financial advisor that offers automated investing service that aims to provide optimized investment returns for individual, IRA, 401k, and rollover accounts.


BlazePortfolio
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.


Ellevest
Ellevest is a US-based investment advisor that offers a robo-advisor designed specifically for women.


Financial Engines
Financial Engines is an online investment manager providing retirement account services for individuals.