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


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


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


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


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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.