List of Companies
114
Club Members
377
Total Companies
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Finametrica
FinaMetrica offers the Risk Tolerance Toolkit™ which incorporates a psychometric personal risk tolerance profile and supporting methodologies to help advisors and enterprises create lifelong relationships. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.
Research is not available
Fincite
Fincite is a modular software that provides banks, asset managers and insurance companies with the fundament to build their own digital asset management solutions.
Research is not available
Fiserv
Fiserv (NASDAQ: FISV) is a leading global technology provider serving the financial services industry.
Research is not available
Forwardlane
ForwardLane is a B2B cognitive finance company that builds enterprise-scale strategic AI solutions for private wealth management, asset management and insurance.
Harvest
Harvest helps banks prepare for, and implement, digital technology solutions. Harvest works closely with financial institutions to leverage technology that supports and enhances the institution's ability to deliver meaningful results for their clients.
Research is not available
Hearsay Systems
Hearsay offers the complete client engagement solution for financial services.
Research is not available
ICE Data Services
ICE Data Services is a global leader in market data, analytics and connectivity solutions.
Research is not available
InvestCloud
InvestCloud creates custom solutions for better decision-making from client communications (client portals and reports), and client management (advisor portals and CRM) to digital warehousing, data analytics and accounting.
Research is not available
justETF
justETF is an investment organization that makes it easier for users to invest by themselves.
Research is not available
KapitalWise
KapitalWise powers deeper relationships between financial institutions and their customers, offering personalized recommendations.
Research is not available
