List of Companies

14
Club Members
151
Total Companies
Filter by:
Inst facebook Twitter
Advizr
Advizr is a platform built to assist financial advisors in establishing long term relationships with their clients.


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


Inst facebook Twitter
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.


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


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


Inst facebook Twitter
Financial Engines
Financial Engines is an online investment manager providing retirement account services for individuals.


Inst facebook Twitter
Folio Institutional
Club Member since December 2017
Folio Institutional is a leading brokerage, custody and financial technology company all in one.
Inst facebook Twitter
FutureAdvisor
FutureAdvisor is an investment advisory firm serving clients nationwide.


Inst facebook Twitter
Growney
Growney offers a simple, cost-efficient and high-yield online investment service.


Inst facebook Twitter
Longview
Longview is a finance and tax performance management software company.