List of Companies
114
Club Members
377
Total Companies
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Aspiration
Club Member since December 2017
Aspiration helps thousands of Americans to become healthier financially and to accelerate in a sustainable manner.
BNP Paribas Asset Management
Club Member since September 2019
BNP Paribas Asset Management is the investment management arm of BNP Paribas, one of the world’s major financial institutions.
InvestEdge
Club Member since October 2018
InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.
NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
Wela
Club Member since November 2018
Wela is a digital financial advisor leveraging technology to deliver financial advice to the mass affluent.
Ally Invest
Ally Invest is a digital financial services company providing discretionary portfolio management services to their clients through web‐based solutions.
Research is not available
Axos Financial
Axos Financial, Inc. is the holding company for Axos Bank, a nationwide bank that provides consumer and business banking products through its low-cost distribution channels and affinity partners.
Research is not available
Boss Insights
Boss Insights provides Business Data as a Service bridging data gaps between banks and business customers.
Research is not available
Cetera Financial Institutions
Cetera Investment Services LLC is a registered broker-dealer and registered investment adviser.
Research is not available
DST
DST Systems, Inc. provides technology-based information processing and servicing solutions. It was acquired by SS&C Technologies.
Research is not available
