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List of Companies
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Vestwell
Club Member since November 2017
Vestwell builds the 401(k) platform for advisors and offers retirement planning strategies for companies and their employees.
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B2B Software
Club Members
Investment
Retirement
WealthBar
Club Member since June 2018
WealthBar provides online financial advisory, investment management, and financial planning tools to investors.
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Club Members
Financial Planning
Investment
Portfolio Management
Wela
Club Member since November 2018
Wela is a digital financial advisor leveraging technology to deliver financial advice to the mass affluent.
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Analytics
B2B Software
Banking
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Retirement
Wikifolio
Club Member since August 2018
Wikifolio is an Austria-based online platform for investment strategies of traders and asset managers.
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Analytics
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Financial Planning
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Windham Labs
Club Member since February 2019
Windham Labs, a division of Windham Capital Management, LLC, provides accessible service, sophisticated products, and comprehensive solutions.
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Analytics
B2B Software
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Investment
Portfolio Management
Risk Profiling
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.
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B2B Software
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CRM
YCharts
Club Member since August 2019
YCharts is a financial software company providing investment research tools including stock charts, stock ratings and economic indicators.
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Jared Porter
Co-founder of 401GO
Research is not available
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Financial Planning
Retirement