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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Advisors Assistant
Club Member since May 1977
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.


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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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Advisor Software
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.


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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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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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BlazePortfolio
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.


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CoInvestor
CoInvestor provides an investment platform that gives individuals access to premium investment opportunities from leading fund managers.


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Everysk
Everysk specializes in forward looking stress testing and risk attribution for multi-asset, multi-currency, long-short portfolios.


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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.