List of Companies
114
Club Members
377
Total Companies
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Investment POD
Club Member since December 2018
Investment POD builds an online presence cost effectively to help scale your business.
InvestorCOM
Club Member since May 2020
InvestorCOM is a provider of regulatory compliance software and communications solutions.
Ionlake
Club Member since December 2018
Ionlake provides financial advisors with MyRepChat, a solution to compliant SMS texting. MyRepChat is a fully compliant SMS texting platform for a BYOD environment.
iQuantifi
Club Member since November 2018
iQuantifi is a RoboPlanner® that contracts with financial institutions to help their clients identify, prioritize and achieve their financial goals.
Jemstep
Club Member since February 2019
Jemstep is a wholly-owned, indirect subsidiary committed to maintaining an open investment platform for financial advisors, RIAs, IBDs, banks and insurers.
Laserfiche
Club Member since March 2019
Laserfiche is the private Enterprise Content Management (ECM) software development company.
LifeYield
Club Member since July 2019
LifeYield, creator of the Taxficient Score®, is the industry innovator in facilitating tax-smart, risk-smart household portfolio management.
M1 Finance
Club Member since August 2018
M1 Finance is an automated investing platform providing highly customizable strategy management with a great digital interface for free.
MacroRisk Analytics
Club Member since March 2019
MacroRisk Analytics is a risk management platform that allows financial advisors to see the affect that the economy has on the price of assets in their clients’ portfolios.
MOBILE MONEY
Club Member since Since March 2021
MOBILEMONEY is one of the largest privately held ATM companies in the US, with 20+ years of historical success and integrity.
