List of Companies
114
Club Members
377
Total Companies
Filter by:
ClearStructure Financial Technology
ClearStructure Financial Technology provides a customizable solution designed to meet the unique needs of investment managers.
Research is not available
CoInvestor
CoInvestor provides an investment platform that gives individuals access to premium investment opportunities from leading fund managers.
Research is not available
COR Clearing LLC
COR Clearing LLC provides securities clearing services to retail and online broker dealers and registered investment advisers in the United States.
Research is not available
d1g1t
d1g1t provides an enterprise wealth management platform powered by institutional-grade analytics & risk management tools that enables firms to elevate the quality of advice & demonstrate its value to clients.
Dream Forward
Dream Forward sells businesses a low-cost, modern and intelligent 401(k) plan.
Research is not available
eMoney Advisor
eMoney Advisor Pennsylvania-based wealth planning system for financial advisors.
Research is not available
Empower Retirement
Empower Retirement is a retirement plan record keeping company.
Research is not available
Entreda
Entreda provides a cybersecurity monitoring software for the financial services professional technology.
Research is not available
Envestnet
Envestnet provides financial and wealth management software for investment advisors and financial institutions. In 2015 Envestnet acquired Finance Logix (it provided financial planning software solutions to financial services firms).
Research is not available
EQIS Holdings
EQIS is a wealth management platform that develops investment strategies for investors and enables financial advisors to design customized portfolios for their clients.
Research is not available
