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


AdvisoryWorld
Club Member since February 2018
AdvisoryWorld is a leading provider of technology for financial planning, portfolio analytics, and proposal generation.
Advisor Software
Advisor Software, Inc. is a leading provider of wealth management cloud platforms for financial advisors and institutions.


Aixigo
Aixigo is an independent provider of technology for financial advice and support in Germany, Austria, and Switzerland.


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.


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


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


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


Evolute
Club Member since December 2017
Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.