List of Companies
114
Club Members
377
Total Companies
Filter by:
Voyant
Voyant is a financial planning platform for financial advisors and their clients.
Research is not available
VZ VermögensZentrum
VZ VermögensZentrum specialises in the areas of retirement planning and portfolio management for individuals as well as in insurance and pension fund management for companies.
Research is not available
Waizer
Waizer offers digital investment advice and discretionary portfolio management in Sweden.
Research is not available
Wealth Access
Wealth Access is an online advisory service supporting individuals in finance management.
Research is not available
Wealth Dynamix
A specialist client management application for private client wealth managers based on the Microsoft Dynamix CRM solution.
Research is not available
Wealth Enhancement Group
Wealth Enhancement Group helps people achieve their goals by creating a better approach to financial services that’s centered completely on its clients.
Research is not available
Wealth Horizon
Wealth Horizon offers a simple online advised investment service.
Research is not available
WealthArc
WealthArc provides an innovative wealth management platform for companies of any size. The solution is easy-to-use and does not require any installation either long set-up.
Research is not available
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
Research is not available
Wealthcare
Wealthcare is a wealth management innovation company that is taking goals-driven experiences to the next level with its advisor-focused GDX360 platform.
Research is not available
