List of Companies

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


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.


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


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


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


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


Longview
Longview is a finance and tax performance management software company.