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


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


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


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


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


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


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