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.

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

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

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

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

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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.

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