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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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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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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Betterment
Betterment is an online financial advisor that offers automated investing service that aims to provide optimized investment returns for individual, IRA, 401k, and rollover accounts.


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Cheshire Software
Cheshire Wealth Manager is a fully integrated financial and retirement planning software.


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Credit Sesame
Credit Sesame is the financial wellness company with exclusive focus on helping consumers manage their credit and loans better.


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Easyfolio
Easyfolio is a German financial services company that enables its customers to invest in diversified portfolios.