List of Companies

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Ally Invest
Ally Invest is a digital financial services company providing discretionary portfolio management services to their clients through web‐based solutions.

Club Member since December 2017
Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.
E*TRADE is a leading financial services company and pioneer in the online brokerage industry.

Fifth Third Bank
Fifth Third Bank provides banking products and services for personal and business needs.

Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
Squirrel offers a banking application that allows users to create budgets and make savings to meet their goals and expenses.

Swissquote is Switzerland’s leading provider of online financial and trading services.

Third Financial Software
Third Financial Software develops wealth and investment management software solutions, that combine portfolio management, CRM, performance, compliance, risk, client reporting, and investment management tools.

Yomoni is a financial technology company that develops online banking and wealth management solutions.