List of Companies
114
Club Members
377
Total Companies
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Hydrogen
Club Member since August 2018
The Hydrogen platform features powerful REST APIs with modules built for fintech.
Ignition Advice
Club Member since January 2019
Ignition Advice is a robo-advice specialist providing digital advice solutions in Australia and Europe.
inStream Solutions
Club Member since December 2018
inStream Solutions is the proactive financial planning software for advisors.
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.
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.
PlanPlus
Club Member since February 2018
PlanPlus is an Ontario-based provider of a high-quality multilingual goal-based financial planning software. PlanPlus Inc. and FinaMetrica of Australia merged into PlanPlus Global in 2017.
Polaris Portfolios
Club Member since February 2019
Polaris Portfolios is an automated investment service helping individuals and their families receive fiduciary-driven investment advice and achieve their financial goals.
WealthBar
Club Member since June 2018
WealthBar provides online financial advisory, investment management, and financial planning tools to investors.
Wikifolio
Club Member since August 2018
Wikifolio is an Austria-based online platform for investment strategies of traders and asset managers.
AdvicePay
AdvicePay is the billing and payment processing platform created specifically for fee-for-service financial planning.
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