List of Companies
114
Club Members
377
Total Companies
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First Rate
Club Member since January 2019
First Rate helps wealth management companies grow, thrive as stewards of their clients' investments, and foster superior client relationships.
Folio Institutional
Club Member since December 2017
Folio Institutional is a leading brokerage, custody and financial technology company all in one.
Forms Logic
Club Member since Since March 2021
Forms Logic is a cloud-based system for companies looking to integrate single data entry through multiple forms.
FutureAdvisor
Club Member since September 2018
FutureAdvisor is an investment advisory firm serving clients nationwide.
GeoWealth
Club Member since July 2019
GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors.
Gravity Investments
Club Member since November 2018
Gravity Investments is an Institutional RoboAdvisor.
GuidedChoice
Club Member since November 2018
GuidedChoice is an independent advisory firm focused on helping people retire.
Halbert Hargrove
Club Member since May 2019
Halbert Hargrove provides a goals-directed planning process for wealthy families and individuals.
Harness Wealth
Club Member since July 2019
Harness Wealth helps clients identify financial opportunities and avoid missteps. The company blends deep expertise, sophisticated technology, and personal service to identify strategies that unlock value and pair investors with advisers that turn those strategies into reality.
Hedgeable
Club Member since November 2017
Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.
