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Research and Analysis
1 November 2018

Bridge FT: Back-Office Automation for Smart RIAs

BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
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Research and Analysis
31 October 2018

Oranj: The Complete Ecosystem for Financial Advisors

Oranj is focused on creating the best digital experience for enabling financial advisers to help clients effectively manage their financial lives and personal goals.
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Research and Analysis
24 October 2018

InvestEdge: Maximize Investments with Professional Wealth-Management Solutions

InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.
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Research and Analysis
18 October 2018

Blooom: The Easiest Way to Build a 401k

Blooom is a financial technology firm that offers investment advice and portfolio management services through a web application.
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Research and Analysis
16 October 2018

Asset-Map: Sales and Education Financial Structure Visualization Tool

A visual communication tool for financial professionals to create a simple illustration of their clients complete financial landscape.
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Research and Analysis
11 October 2018

AgentRisk: A Platform for High-Net-Worth Individuals with Active AI-based Trading Strategies

AgentRisk is an automated portfolio management & option strategies, all managed by AI.
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Research and Analysis
9 October 2018

Portfolio Pathway, LLC: A Digital Wealth-management Platform for Financial Advisors

Portfolio Pathway provides a web-based platform that encompasses portfolio management, rebalancing, trade order management, performance reporting and fee billing.
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Research and Analysis
2 October 2018

Tradier: Democratizing Brokerage Services using APIs

Tradier offers a set of fully hosted brokerage APIs for trading, investing, and digital advisor platforms.
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Research and Analysis
25 September 2018

Alkanza: Customization, Gamification, and Behavioral Science

Alkanza is an investment advizory firm that offers an automated online investment service platform.
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Research and Analysis
18 September 2018

Riskalyze: Risk Alignment to Help Advisors Serve Their Clients

Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.
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