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.
Advisors Assistant
Club Member since May 1977
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.


AdvisoryWorld
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
Addepar
Addepar is the financial operating system that brings common sense and data-driven investing to our financial world.


Algo-Lead
Algo-Lead provides day trading software that recommends potential longs and shorts in the US equity market in real time.


Cheshire Software
Cheshire Wealth Manager is a fully integrated financial and retirement planning software.


Credit Sesame
Credit Sesame is the financial wellness company with exclusive focus on helping consumers manage their credit and loans better.


Estimize
Estimize is an open financial estimates platform which facilitates the aggregation of fundamental estimates from independent analysts.


Everysk
Everysk specializes in forward looking stress testing and risk attribution for multi-asset, multi-currency, long-short portfolios.


Fairr
Fairr.de GmbH develops and offers retirement and pension savings plans solutions.