List of Companies
114
Club Members
377
Total Companies
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InterGen Data
Club Member since July 2019
InterGen Data is a data services provider of cloud-based artificial intelligence software solutions for the banking, financial services, and insurance industries
Invessence
Club Member since December 2017
Invessence automates the entire investing process into a streamlined online solution.
InvestEdge
Club Member since October 2018
InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.
Investment POD
Club Member since December 2018
Investment POD builds an online presence cost effectively to help scale your business.
InvestorCOM
Club Member since May 2020
InvestorCOM is a provider of regulatory compliance software and communications solutions.
Ionlake
Club Member since December 2018
Ionlake provides financial advisors with MyRepChat, a solution to compliant SMS texting. MyRepChat is a fully compliant SMS texting platform for a BYOD environment.
iQuantifi
Club Member since November 2018
iQuantifi is a RoboPlanner® that contracts with financial institutions to help their clients identify, prioritize and achieve their financial goals.
Jemstep
Club Member since February 2019
Jemstep is a wholly-owned, indirect subsidiary committed to maintaining an open investment platform for financial advisors, RIAs, IBDs, banks and insurers.
Kingswood U.S.
Club Member since Since April 2021
A network of wealth management firms that oversees more than $2.1 billion in client assets.
Laserfiche
Club Member since March 2019
Laserfiche is the private Enterprise Content Management (ECM) software development company.
