List of Companies
114
Club Members
377
Total Companies
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Ellevest
Ellevest is a US-based investment advisor that offers a robo-advisor designed specifically for women.
Research is not available
eMoney Advisor
eMoney Advisor Pennsylvania-based wealth planning system for financial advisors.
Research is not available
Empower Retirement
Empower Retirement is a retirement plan record keeping company.
Research is not available
Entreda
Entreda provides a cybersecurity monitoring software for the financial services professional technology.
Research is not available
Envestnet
Envestnet provides financial and wealth management software for investment advisors and financial institutions. In 2015 Envestnet acquired Finance Logix (it provided financial planning software solutions to financial services firms).
Research is not available
EQIS Holdings
EQIS is a wealth management platform that develops investment strategies for investors and enables financial advisors to design customized portfolios for their clients.
Research is not available
Equisoft
Equisoft wealth management solutions help financial institutions streamline processes, enhance the advisor and investor experience, and grow sales.
Research is not available
Estimize
Estimize is an open financial estimates platform which facilitates the aggregation of fundamental estimates from independent analysts.
Research is not available
ETFmatic
ETFmatic is a provider of wealth management and automated investment service solutions for individual investors and businesses.
Research is not available
eToro
eToro is a social trading investment network that enables users to watch the financial trading activities of other users, copy them, and make their own trades.
Research is not available
