List of Companies
114
Club Members
377
Total Companies
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Blaze Portfolio
Club Member since September 2018
Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals.
Blooom
Club Member since October 2018
Blooom is a financial technology firm that offers investment advice and portfolio management services through a web application.
Blueleaf
Club Member since April 2019
Blueleaf is a provider of Financial Relationship Management Software.
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.
Bridge Financial Technology
Club Member since November 2018
BridgeFT builds automated SaaS solutions for financial advisors to radically streamline their operations, enhance client interactions, and scale their businesses faster.
Bristol Gate Capital Partners
Club Member since March 2019
Bristol Gate uses machine learning in combination with fundamental analysis to construct high dividend growth portfolios.
Capitect
Club Member since December 2018
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process for advisors.
Cboe Global Markets
Club Member since September 2019
Cboe Global Markets, Inc. (Cboe) is a global exchange operator that drive the global marketplace forward through product innovation, leading edge technology and seamless trading solutions.
Chalice Financial Network
Club Member since May 2019
The Chalice Financial Network™ is a community dedicated to solving the unique challenges faced by independent financial advisors and entrepreneurs in America.
CircleBlack
Club Member since November 2018
CircleBlack is a wealth management platform designed with investors' and advisors' needs in mind.
