List of Companies
114
Club Members
377
Total Companies
Filter by:
MoneyGuidePro
Club Member since February 2019
PIEtech, Inc. develops financial planning software for financial advisors in financial services industry. It offers MoneyGuidePro, an Internet-based financial planning software.
MyVest
Club Member since March 2018
MyVest is a FinTech trailblazer that is utilizing the power of technology to create its daring offerings.
Nest Wealth
Club Member since March 2019
Nest Wealth provides investment management services.
New Constructs
Club Member since December 2018
New Constructs provides the stock research tools online (alerts, research, ratings and screeners, ETFs and mutual funds), powered by machine learning.
NewRetirement
Club Member since June 2020
NewRetirement develops a retirement planning tool offering a combination of automated financial and retirement planning services.
NEXA Insights
Club Member since August 2019
NEXA insights provides client experience surveys & analytics and enables RIAs to research client opinions, analyze responses, maximize client retention, build client loyalty and better position themselves among prospective clients.
NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
Nucoro
Club Member since August 2019
The Nucoro Wealth Engine provides solutions to automate, personalize, and accelerate wealth management for businesses who want to grow and thrive in the modern world.
Openinvest
Club Member since May 2019
OpenInvest is a Public Benefit Corporation (PBC) dedicated to using technology to bring honesty and transparency to financial services.
Oranj
Club Member since October 2018
Oranj is focused on creating the best digital experience for enabling financial advisers to help clients effectively manage their financial lives and personal goals.
