List of Companies
114
Club Members
377
Total Companies
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Bridge Financial Technology
Club Member since November 2018
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
Capitect
Club Member since December 2018
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process for advisors.
Chalice Financial Network
Club Member since May 2019
The Chalice Financial Network™ is a community dedicated to solving the unique challenges faced by independent financial advisors and entrepreneurs in America.
CircleBlack
Club Member since November 2018
CircleBlack is a wealth management platform designed with investors' and advisors' needs in mind.
Copytalk
Club Member since Since December 2020
Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency.
Covisum
Club Member since August 2019
Covisum provides financial advisors with software, training and support to deliver retirement income plans.
Docupace Technologies
Club Member since November 2018
Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.
DriveWealth
Club Member since November 2017
DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.
Emotomy
Club Member since July 2018
Emotomy is helping financial advisors build, manage and market their own investment strategies.
Evolute
Club Member since December 2017
Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.
