List of Companies
114
Club Members
377
Total Companies
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Ocrolus
Ocrolus helps financial services companies make high quality decisions, in an automated and efficient way, with trusted data.
Research is not available
ParameterInsights
ParameterInsights is a market data and insights resource for executives navigating digital technology choices for their wealth management business models.
Research is not available
Plaid
Plaid builds the technology layer for financial services, which enables applications to connect with users' bank accounts.
Research is not available
Preqin
Preqin provides information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports.
Research is not available
Private Client Resources
PCR is an established provider of financial services technology to the wealth management space specializing in data aggregation and data management services.
Research is not available
Q-Hedge Technologies
Marie Quantier is launched by Q-Hedge Technologies. It helps HNWI engage with financial markets and make their own investing decision.
Research is not available
Raymond James
Raymond James providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.
Research is not available
RBC
RBC Capital Markets provides a focused set of products and services to corporations, institutional investors and governments.
Research is not available
RiXtrema
Larkspur-RiXtrema is fiduciary database and and an analytics engine for advisors who work with retirement plans and rollovers.
Research is not available
SEI Archway
SEI Archway helps private wealth management firms better serve their ultra-high-net-worth clients through a single, integrated technology offering.
Research is not available
