List of Companies
114
Club Members
377
Total Companies
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AdvisorEngine
Club Member since September 2017
AdvisorEngine is a trailblazer that created a unique offering, infusing a white-label digital B2B solution for financial institutions with lots of integrations and impressive API abilities.
Advyzon
Club Member since June 2019
Advyzon is the integrated platform includes customizable performance reporting, flexible billing, client relationship management (CRM), configurable client web portals, document storage and business intelligence.
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.
GeoWealth
Club Member since July 2019
GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors.
NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
Practifi
Club Member since May 2019
Practifi is the business management platform for financial advice, retirement and insurance.
Redtail Technology
Club Member since July 2019
Redtail Technology, Inc. is the web-based client relationship management solutions for the financial advisors.
Salesforce
Club Member since January 2019
Salesforce is a global cloud computing company that develops customer relationship management (CRM) solutions and provides business software on a subscription basis.
Skience
Club Member since Since April 2021
Skience delivers innovative digital strategies and solutions that transform businesses.
XLR8 / Concenter Services
Club Member since June 2019
XLR8 is the highly customized solution for Financial Services such as: Financial Advisory, Wealth Management, Personal Insurance, Commercial Insurance, and Corporate Plans, etc.
