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List of Companies

114
Club Members
377
Total Companies
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Pershing
Pershing LLC offers investment solutions, marketing and practice management, as well as technology and enterprise data management.


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Personal Capital
Personal Capital is an online financial advisor and personal wealth management company offering financial planning tools to investors.


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Plaid
Plaid builds the technology layer for financial services, which enables applications to connect with users' bank accounts.


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Planswell
Planswell builds software that uses proven principles of financial planning to calculate how to maintain the best possible standard of living throughout person's life.


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Preqin
Preqin provides information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports.


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Private Client Resources
PCR is an established provider of financial services technology to the wealth management space specializing in data aggregation and data management services.


Q-Hedge Technologies
Marie Quantier is launched by Q-Hedge Technologies. It helps HNWI engage with financial markets and make their own investing decision.


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Qplum
Qplum is an online investment advisory firm, offering A.I. and machine learning based portfolios.


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Quantfolio
Quantfolio has developed a machine learning software for selecting the best savings products.


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Quantifeed
Quantifeed is a B2B financial technology company that provides an automated investment platform to allow banks, brokers and wealth planners to offer their customers a digital investing experience under their own brand.