List of Companies
114
Club Members
377
Total Companies
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LifeYield
Club Member since July 2019
LifeYield, creator of the Taxficient Score®, is the industry innovator in facilitating tax-smart, risk-smart household portfolio management.
M1 Finance
Club Member since August 2018
M1 Finance is an automated investing platform providing highly customizable strategy management with a great digital interface for free.
MacroRisk Analytics
Club Member since March 2019
MacroRisk Analytics is a risk management platform that allows financial advisors to see the affect that the economy has on the price of assets in their clients’ portfolios.
Mobile Assistant
Club Member since October 2020
Mobile Assistant combines cutting-edge technology with the human touch, to deliver the highest quality dictation service to the financial and insurance industries.
MOBILE MONEY
Club Member since Since March 2021
MOBILEMONEY is one of the largest privately held ATM companies in the US, with 20+ years of historical success and integrity.
MoneyGuidePro
Club Member since February 2019
PIEtech, Inc. develops financial planning software for financial advisors in financial services industry. It offers MoneyGuidePro, an Internet-based financial planning software.
MyVest
Club Member since March 2018
MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
Nest Wealth
Club Member since March 2019
Nest Wealth provides investment management services.
New Constructs
Club Member since December 2018
New Constructs provides the stock research tools online (alerts, research, ratings and screeners, ETFs and mutual funds), powered by machine learning.
NewRetirement
Club Member since June 2020
NewRetirement develops a retirement planning tool offering a combination of automated financial and retirement planning services.
