List of Companies

35
Club Members
264
Total Companies
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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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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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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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Trizic
Club Member since December 2017
Trizic delivers workflow automation technology to financial advisors and have a unique approach for banks.
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Advizr
Advizr is a platform built to assist financial advisors in establishing long term relationships with their clients.


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


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


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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.


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Charles Schwab
Charles Schwabb is a U.S-based financial institution providing brokerage and banking services.