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.
DriveWealth
Club Member since November 2017
DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.
Addepar
Addepar is the financial operating system that brings common sense and data-driven investing to our financial world.


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


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


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


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


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