List of Companies
114
Club Members
377
Total Companies
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AdvisorStream
Club Member since June 2019
AdvisorStream is the powerful automated business building platform.
Albridge
Club Member since August 2018
BNY Mellon’s Albridge is a provider of enterprise data management solutions that deliver a single view of an investor’s broad range of assets.
Assurant
Club Member since October 2020
Assurant, Inc. (NYSE: AIZ) is a global provider of risk management solutions, protecting where consumers live and the goods they buy.
Hydrogen
Club Member since August 2018
The Hydrogen platform features powerful REST APIs with modules built for fintech.
LifeYield
Club Member since July 2019
LifeYield, creator of the Taxficient Score®, is the industry innovator in facilitating tax-smart, risk-smart household portfolio management.
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.
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
Research is not available
Advisys
Advisys creates the financial planning and insurance sales solutions for professionals.
Research is not available
ADVIZE
Advize is a fully licensed online broker based in Paris with a full stack approach and the ambition to disrupt retail investment scene.
Research is not available
