List of Companies
114
Club Members
377
Total Companies
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InvestorCOM
Club Member since May 2020
InvestorCOM is a provider of regulatory compliance software and communications solutions.
Ionlake
Club Member since December 2018
Ionlake provides financial advisors with MyRepChat, a solution to compliant SMS texting. MyRepChat is a fully compliant SMS texting platform for a BYOD environment.
iQuantifi
Club Member since November 2018
iQuantifi is a RoboPlanner® that contracts with financial institutions to help their clients identify, prioritize and achieve their financial goals.
Jemstep
Club Member since February 2019
Jemstep is a wholly-owned, indirect subsidiary committed to maintaining an open investment platform for financial advisors, RIAs, IBDs, banks and insurers.
Kingswood U.S.
Club Member since Since April 2021
A network of wealth management firms that oversees more than $2.1 billion in client assets.
Laserfiche
Club Member since March 2019
Laserfiche is the private Enterprise Content Management (ECM) software development company.
LifeYield
Club Member since July 2019
LifeYield, creator of the Taxficient Score®, is the industry innovator in facilitating tax-smart, risk-smart household portfolio management.
MacroRisk Analytics
Club Member since March 2019
MacroRisk Analytics is a risk management platform that allows financial advisors to see the affect that the economy has on the price of assets in their clients’ portfolios.
Mobile Assistant
Club Member since October 2020
Mobile Assistant combines cutting-edge technology with the human touch, to deliver the highest quality dictation service to the financial and insurance industries.
MyVest
Club Member since March 2018
MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
