List of Companies

14
Club Members
151
Total Companies
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AdvisorEngine
Club Member since September 2017
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.
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Advisors Assistant
Club Member since May 1977
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.


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AdvisoryWorld
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
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DriveWealth
Club Member since November 2017
DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.
Acorns
Acorns is a financial services company providing a micro-investing app which enables users to round up their daily purchases and invest into a low-cost portfolio.


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Addepar
Addepar is the financial operating system that brings common sense and data-driven investing to our financial world.


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Advicefront
AdviceFront is an investment platform for independent financial advisors. It is based on algorithmic investing and behavioral side of financial advice.


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Advisor Software
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.


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ADVIZE
Advize is a fully licensed online broker based in Paris with a full stack approach and the ambition to disrupt retail investment scene.


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Advizr
Advizr is a platform built to assist financial advisors in establishing long term relationships with their clients.