List of Companies
114
Club Members
377
Total Companies
Filter by:
Wela
Club Member since November 2018
Wela is a digital financial advisor leveraging technology to deliver financial advice to the mass affluent.
Windham Labs
Club Member since February 2019
Windham Labs, a division of Windham Capital Management, LLC, provides accessible service, sophisticated products, and comprehensive solutions.
XLR8 / Concenter Services
Club Member since June 2019
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
YCharts
Club Member since August 2019
YCharts is a financial software company providing investment research tools including stock charts, stock ratings and economic indicators.
Act Analytics
Act Analytics is a service provider using a technology-driven approach to bring sustainable business practices to the forefront of modern investing.
Research is not available
Addepar
Addepar is the financial operating system that brings common sense and data-driven investing to our financial world.
Research is not available
AdvicePay
AdvicePay is the billing and payment processing platform created specifically for fee-for-service financial planning.
Research is not available
Advisor Group
Advisor Group is a network of independent wealth management firms in the US.
Research is not available
Advisor Websites
Advisor Websites is a software leader providing website and digital marketing solutions for the financial services and insurance industries.
Research is not available
Advisor360°
Advisor360° is a SaaS platform that has CRM, performance reporting, financial planning, trading, model management and rebalancing, operations and workflow, analytics, and document imaging.
Research is not available
