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List of Companies

114
Club Members
377
Total Companies
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SMArtX
SMArtX Advisory Solutions is an asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA) structure.


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Snappy Kraken
Snappy Kraken is the leading provider of marketing automation, online advertising, and bold, unique marketing for financial advisors.


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Softpak
Softpak specializes in automating portfolio rebalancing and optimization for large enterprise financial institutions.


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SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial.


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Starburst Labs
Starburst Labs makes and operates web-and-mobile apps for investors, advisors, broker-dealers such as social network for investors, virtual trading games for publishers, Q&A platform for consumers and advisors and CRM for financial advisors.


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State Street Corporation
State Street is a leading financial services provider serving some of the world's most sophisticated institutions.


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StratiFi
StratiFi provides client-profiling, risk analysis, and compliance software that makes monitoring, measuring, and communicating risk simple.


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SwissQuant
SwissQuant Group develops and implements Intelligent Technologies predominantly in Private Banking, Clearing, Asset Management & insurance.


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TAVIQ
TAVIQ is a software that enables advisors to profile and segment prospective clients based on personality and communication style.


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TD Ameritrade
TD Ameritrade Holding Corporation, through its subsidiaries, provides securities brokerage services and technology-based financial services in the United States.