List of Companies
114
Club Members
377
Total Companies
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Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
Research is not available
Wealthcare
Wealthcare is a wealth management innovation company that is taking goals-driven experiences to the next level with its advisor-focused GDX360 platform.
Research is not available
Wealthminder
Wealthminder's financial planning and practice management software enables clients to enter data about their goals, existing assets, future savings and willingness to accept risk.
Research is not available
WealthTrace
WealthTrace provides flexible financial planning and retirement planning software.
Research is not available
Werthstein
Werthstein is a digital wealth manager which focuses on intelligent storytelling of investment ideas, called zeitgeists.
Research is not available
Whitebox Advisors
Whitebox Advisors is an investment advisor for hedge funds and finacial institutions.
Research is not available
Xignite
Xignite provides cloud-based financial market data distribution solutions to fintech companies and financial services providers.
Research is not available
Xtiva Financial Systems
Xtiva provides management software and performance measurement system solutions for the financial services industry.
Research is not available
XY Planning Network
A financial planning platform supporting financial advisors serving Gen X & Millennials with a monthly retainer model.
Research is not available
YieldX
YieldX is revolutionizing fixed income investing with an end-to-end digital platform that powers personalization at scale.
Research is not available
