MoneyPark is a Switzerland's independent provider for personalized financial advice connected to mortgages, retirement, investment products, pension planning and householders' insurances.
Morgan Stanley is an American multinational investment bank and financial services company. The firm helps governments, corporations, institutions and individuals around the world achieve their financial goals.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. It acquired TRX (a rebalancing software solution for RIAs), HelloWallet, RightPond, InvestSoft Technology and PitchBook Data.
North Capital is a provider of transaction technology for primary issuance of exempt securities who are driving the evolution of clearing, custody and secondary markets on the Ethereum blockchain.
Planswell builds software that uses proven principles of financial planning to calculate how to maintain the best possible standard of living throughout person's life.
Questis is a financial wellness technology platform that allows retirement advisors and financial service providers to deliver personalized financial wellness programs to their plan sponsors and participants.