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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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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Aspiration
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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Evolute
Club Member since December 2017
Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.
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Folio Institutional
Club Member since December 2017
Folio Institutional is a leading brokerage, custody and financial technology company all in one.
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Hedgeable
Club Member since November 2017
Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.
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Invessence
Club Member since December 2017
Invessence automates the entire investing process into a streamlined online solution.
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MyVest
Club Member since March 2018
MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
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NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.