List of 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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Bridge Financial Technology
Club Member since November 2018
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
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Cboe Global Markets
Club Member since September 2019
Cboe Global Markets, Inc. (Cboe) is a global exchange operator that drive the global marketplace forward through product innovation, leading edge technology and seamless trading solutions.
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Club Member since July 2018
Emotomy is helping financial advisors build, manage and market their own investment strategies.
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Equity Advisor Solutions
Club Member since April 2019
Equity Advisor Solutions provides custody, technology and back-office solutions to RIA’s, Hybrids, TAMP’s and broker-dealers.
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Club Member since August 2018
The Hydrogen platform features powerful REST APIs with modules built for fintech.
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Ignition Advice
Club Member since January 2019
Ignition Advice is a robo-advice specialist providing digital advice solutions in Australia and Europe.
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Investment POD
Club Member since December 2018
Investment POD builds an online presence cost effectively to help scale your business.
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Club Member since October 2018
Oranj is focused on creating the best digital experience for enabling financial advisers to help clients effectively manage their financial lives and personal goals.
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Portfolio Pathway
Club Member since October 2018
Portfolio Pathway provides a web-based platform that encompasses portfolio management, rebalancing, trade order management, performance reporting and fee billing.