List of Companies
114
Club Members
377
Total Companies
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Panoramix Financial
Panoramix™ - with its innovative Sapphire Data Engine - provides efficiencies for performance reporting and billing that translate into lower costs and high value for the advisor.
Research is not available
PCS Retirement
PCS was founded by tax and ERISA attorneys to provide sophisticated retirement programs for the corporate, professional and governmental markets.
Research is not available
Pefin
Pefin is the world's first AI financial advisor.
Research is not available
Personal Capital
Personal Capital is an online financial advisor and personal wealth management company offering financial planning tools to investors.
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
Qplum
Qplum is an online investment advisory firm, offering A.I. and machine learning based portfolios.
Research is not available
Quantfolio
Quantfolio has developed a machine learning software for selecting the best savings products.
Research is not available
Quantifeed
Quantifeed is a B2B financial technology company that provides an automated investment platform to allow banks, brokers and wealth planners to offer their customers a digital investing experience under their own brand.
Research is not available
