List of Companies
114
Club Members
377
Total Companies
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Practifi
Club Member since May 2019
Practifi is the business management platform for financial advice, retirement and insurance.
Quovo
Club Member since June 2018
Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions.
Redtail Technology
Club Member since July 2019
Redtail Technology, Inc. is the web-based client relationship management solutions for the financial advisors.
Responsive AI
Club Member since September 2019
Responsive AI is the only enterprise wealth solution focused on machine intelligence enhanced human advice.
Riskalyze
Club Member since September 2018
Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.
Salesforce
Club Member since January 2019
Salesforce is a global cloud computing company that develops customer relationship management (CRM) solutions and provides business software on a subscription basis.
Samantha Russell
CMO at Twenty Over Ten, Chief Evangelist at FMG Suite
Research is not available
Skience
Club Member since Since April 2021
Skience delivers innovative digital strategies and solutions that transform businesses.
Smartleaf
Club Member since July 2018
Smartleaf is a rebalancing and portfolio management platform that empowers advisors to deliver more to their clients.
SmartRIA
Club Member since August 2019
SmartRIA provides robust, comprehensive software for helping independent wealth managers to grow their business and stay independent while maintaining compliance with federal and state regulations.
