List of Companies
114
Club Members
377
Total Companies
Filter by:
Wela
Club Member since November 2018
Wela is a digital financial advisor leveraging technology to deliver financial advice to the mass affluent.
Wikifolio
Club Member since August 2018
Wikifolio is an Austria-based online platform for investment strategies of traders and asset managers.
Windham Labs
Club Member since February 2019
Windham Labs, a division of Windham Capital Management, LLC, provides accessible service, sophisticated products, and comprehensive solutions.
YCharts
Club Member since August 2019
YCharts is a financial software company providing investment research tools including stock charts, stock ratings and economic indicators.
Act Analytics
Act Analytics is a service provider using a technology-driven approach to bring sustainable business practices to the forefront of modern investing.
Research is not available
Addepar
Addepar is the financial operating system that brings common sense and data-driven investing to our financial world.
Research is not available
Advisor360°
Advisor360° is a SaaS platform that has CRM, performance reporting, financial planning, trading, model management and rebalancing, operations and workflow, analytics, and document imaging.
Research is not available
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
Research is not available
Algo-Lead
Algo-Lead provides day trading software that recommends potential longs and shorts in the US equity market in real time.
Research is not available
Atfinity
Atfinity helps wealth managers, banks and insurances to collect the data they need and present it to employees and customers.
Research is not available
