List of Companies

Club Members
Total Companies
Filter by:
Advizr is a platform built to assist financial advisors in establishing long term relationships with their clients.

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

Club Member since December 2017
Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.
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.

Blooom is a financial technology firm that offers investment advice and portfolio management services through a web application.

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

Ellevest is a US-based investment advisor that offers a robo-advisor designed specifically for women.

Envestnet provides financial and wealth management software for investment advisors and financial institutions. In 2015 Envestnet acquired Finance Logix (it provided financial planning software solutions to financial services firms).

EQIS Holdings
EQIS is a wealth management platform that develops investment strategies for investors and enables financial advisors to design customized portfolios for their clients.

Fairr GmbH develops and offers retirement and pension savings plans solutions.