List of Companies
114
Club Members
377
Total Companies
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Copytalk
Club Member since Since December 2020
Copytalk is a leading transcription service engineered to meet the financial-service industry’s uniquely rigorous standards of accuracy, privacy, and efficiency.
Covisum
Club Member since August 2019
Covisum provides financial advisors with software, training and support to deliver retirement income plans.
Docupace Technologies
Club Member since November 2018
Docupace Technologies is the provider of secure and compliant electronic processing solutions for financial services firms and their advisors.
DriveWealth
Club Member since November 2017
DriveWealth offers a SaaS platform and APIs to provide the US stock access to investors worldwide.
Emotomy
Club Member since July 2018
Emotomy is helping financial advisors build, manage and market their own investment strategies.
Equity Advisor Solutions
Club Member since April 2019
Equity Advisor Solutions provides custody, technology and back-office solutions to RIA’s, Hybrids, TAMP’s and broker-dealers.
Evolute
Club Member since December 2017
Evolute offers end-to-end digital wealth management tools for banks and independent asset managers.
Facet Wealth
Club Member since June 2019
Facet Wealth offers human-first, technology-enabled financial planning services.
FinFolio
Club Member since November 2018
FinFolio is a software company that provides professional investment management software to investment advisors and money managers.
FinMason
Club Member since March 2019
FinMason is the independent investment analytics engine for financial services platforms.
