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List of Companies

97
Club Members
328
Total Companies
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55ip
Club Member since January 2019
55ip provides a white label, brandable investment strategy engine revolutionizing wealth management.
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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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Covisum
Club Member since August 2019
Covisum provides financial advisors with software, training and support to deliver retirement income plans.
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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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Harness Wealth
Club Member since July 2019
Harness Wealth helps clients identify financial opportunities and avoid missteps. The company blends deep expertise, sophisticated technology, and personal service to identify strategies that unlock value and pair investors with advisers that turn those strategies into reality.
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LifeYield
Club Member since July 2019
LifeYield, creator of the Taxficient Score®, is the industry innovator in facilitating tax-smart, risk-smart household portfolio management.
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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.