AdvisoryWorld: Technology Investment Professionals Cannot do Without

AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.

PlanPlus: Goal-based Financial Planning with Ease

PlanPlus is an Ontario-based provider of a high-quality multilingual goal-based financial planning software. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.

Enterprise Wealth Management with MyVest: Successful Business with a Human Touch

MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.

NexJ: Intelligent Customer Management for Insurance and Financial Markets

NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.

AdvisorEngine: A Unique B2B WealthTech Solution Created with Advisor Growth in Mind

AdvisorEngine is a trailblazer that created a unique offering, infusing a white-label digital B2B solution for financial institutions with lots of integrations and impressive API abilities.

Aspiration: How to Make Money Making a Difference

Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.

Hedgeable: Artificial Intelligence and Communication

Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.

Evolute: On a First-name Basis with Technology and Industry Regulations

Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.

DriveWealth: Investing in US Securities from All Around the World

DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.

Vestwell: Retirement Made Simple

Vestwell builds the 401(k) platform for advisors and offers retirement planning strategies for companies and their employees.