fbpx
Research and Analysis
14 December 2017

Folio Institutional: A FinTech, Brokerage and Custody Partner for RIAs and Enterprises

Folio Institutional is a leading brokerage, custody and financial technology company all in one.
> Read Research
Research and Analysis
12 December 2017

Trizic: Parallel Assembly Lines for Software

Trizic delivers workflow automation technology to financial advisors and have a unique approach for banks.
> Read Research
Research and Analysis
5 December 2017

Invessence: Built to be Flexible

Invessence automates the entire investing process into a streamlined online solution.
> Read Research
Research and Analysis
21 November 2017

Hedgeable: Artificial Intelligence and Communication

Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.
> Read Research
Research and Analysis
16 November 2017

DriveWealth: Investing in US Securities from All Around the World

DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.
> Read Research
Research and Analysis
14 November 2017

Vestwell: Retirement Made Simple

Vestwell builds the 401(k) platform for advisors and offers retirement planning strategies for companies and their employees.
> Read Research
Research and Analysis
12 September 2017

AdvisorEngine: A Unique B2B WealthTech Solution Created with Advisor Growth in Mind

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.
> Read Research