List of Companies
114
Club Members
377
Total Companies
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Smarsh
Smarsh provides cloud-based archiving and compliance solutions for broker-dealers, investment advisors, hedge funds, private equity firms, exchanges, commercial and retail banks, lenders and insurers.
Research is not available
Starburst Labs
Starburst Labs makes and operates web-and-mobile apps for investors, advisors, broker-dealers such as social network for investors, virtual trading games for publishers, Q&A platform for consumers and advisors and CRM for financial advisors.
Research is not available
Third Financial Software
Third Financial Software develops wealth and investment management software solutions, that combine portfolio management, CRM, performance, compliance, risk, client reporting, and investment management tools.
Research is not available
Tradingfront
Tradingfront offers advisors a fully customizable white label robo-advisor platform.
Research is not available
Wealth Dynamix
A specialist client management application for private client wealth managers based on the Microsoft Dynamix CRM solution.
Research is not available
Wealthbox
Wealthbox is a web-and-mobile CRM application for financial professionals.
Research is not available
