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


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Aixigo
Aixigo is an independent provider of technology for financial advice and support in Germany, Austria, and Switzerland.


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Anaplan
Anaplan is recognized and awarded by industry experts, analysts, and influencers for its technology, innovation, and vision.


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Appcrown
Appcrown is an application integrator for broker-dealer and RIA firms.