Foreside pairs comprehensive and customized advice with technology to help firms in the investment management space continue to innovate, improve and grow.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. It acquired TRX (a rebalancing software solution for RIAs), HelloWallet, RightPond, InvestSoft Technology and PitchBook Data.
Motif Investing is an innovative online brokerage firm that created a concept-driven trading platform that allows investors to achieve their unique investing goals.
North Capital is a provider of transaction technology for primary issuance of exempt securities who are driving the evolution of clearing, custody and secondary markets on the Ethereum blockchain.
Raymond James providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.