List of Companies
114
Club Members
377
Total Companies
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Quovo
Club Member since June 2018
Quovo is a data platform providing insights and connectivity for millions of financial accounts across thousands of institutions.
Redtail Technology
Club Member since July 2019
Redtail Technology, Inc. is the web-based client relationship management solutions for the financial advisors.
Responsive AI
Club Member since September 2019
Responsive AI is the only enterprise wealth solution focused on machine intelligence enhanced human advice.
SmartRIA
Club Member since August 2019
SmartRIA provides robust, comprehensive software for helping independent wealth managers to grow their business and stay independent while maintaining compliance with federal and state regulations.
Totum Risk
Club Member since June 2018
Totum is the digital risk tolerance questionnaire that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
Tradier
Club Member since October 2018
Tradier offers a set of fully hosted brokerage APIs for trading, investing, and digital advisor platforms.
TradingView
Club Member since April 2019
TradingView is an advanced financial visualization platform with the ease of use of a modern website. It is the most active social network for traders and investors.
Trizic
Club Member since December 2017
Trizic delivers workflow automation technology to financial advisors and have a unique approach for banks.
United Capital
Club Member since April 2019
United Capital is a wealth counseling company that specializes in financial life management and investment management.
Vestwell
Club Member since November 2017
Vestwell builds the 401(k) platform for advisors and offers retirement planning strategies for companies and their employees.
