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List of Companies

114
Club Members
377
Total Companies
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Kwanti
Kwanti offers comprehensive portfolio analytics in an easy to use package designed for financial advisors and investment managers.


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Longview
Longview is a finance and tax performance management software company.


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Mirador
Mirador, LLC combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios.


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Money.Net
Money.Net provides real-time market prices along with all of the relevant fundamental reference data for global markets.


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MoneyPark
MoneyPark is a Switzerland's independent provider for personalized financial advice connected to mortgages, retirement, investment products, pension planning and householders'​ insurances.


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Moody’s Analytics
Moody’s Analytics provides financial intelligence and analytical tools.


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Morningstar
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. It acquired TRX (a rebalancing software solution for RIAs), HelloWallet, RightPond, InvestSoft Technology and PitchBook Data.


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Nextmarkets
Nextmarkets helps private investors to operate in a sustainable and better educated manner on the stock exchange.


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North Capital
North Capital is a provider of transaction technology for primary issuance of exempt securities who are driving the evolution of clearing, custody and secondary markets on the Ethereum blockchain.


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Northwestern Mutual
Northwestern Mutual is a financial services company that offers a variety of insurance and investment solutions.