List of Companies

14
Club Members
151
Total Companies
Filter by:
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.
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.


Alkanza
Alkanza is an investment advizory firm that offers an automated online investment service platform.


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.


ETFmatic
ETFmatic is a provider of wealth management and automated investment service solutions for individual investors and businesses.


FinFolio
FinFolio is a software company provides professional investment management software to investment advisors and money managers.


justETF
justETF is an investment organization that makes it easier for users to invest by themselves.


Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. It acquired TRX (a rebalancing software solution for RIAs), HelloWallet, RightPond, InvestSoft Technology and PitchBook Data.