List of Companies
114
Club Members
377
Total Companies
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TradingScreen
TradingScreen is an independent provider of liquidity, trading and investment technology via SaaS to the financial community.
Research is not available
True Wealth
True Wealth Inc. is the online wealth management platform based in Zurich, Switzerland.
Research is not available
Truelytics
Truelytics is a business intelligence platform to measure advisor performance, empower practice management, and benchmark success.
Research is not available
Ubiquity Retirement
Ubiquity delivers off-the-shelf, and flat-fee-for-service retirement and savings plans for everyone.
Research is not available
Univeris
Univeris provides enterprise-class retail wealth management solutions for Canada's financial services industry.
Research is not available
Vaamo
Vaamo is a German robo-advisor that determines individual risk profiles based on users' financial goals, the size of the first investment, and willinness or ability for regular installments
Research is not available
Vanguard
Vanguard is one of the world's largest investment management companies that offers a large selection of low-cost mutual funds, ETFs, advice, and related services to individual investors, investment advisors, and financial institutions.
Research is not available
Vestmark
Vestmark develops and markets wealth management technology solutions for individual and institutional investors.
Research is not available
Vise AI
Vise AI empowers Financial Advisors to make educated investment decisions on a scale not previously possible.
Research is not available
Voya Financial
Voya Financial, Inc., helps Americans plan, invest and protect their savings — to get ready to retire better.
Research is not available
