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List of Companies

114
Club Members
377
Total Companies
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IRESS
IRESS is a principal supplier of sophisticated share market and wealth management systems in Australia.


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Moneymeets
Moneymeets provides a social trading platform where rofessional traders and experienced users can recommend investment strategies and individual products to other members.


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Morningstar
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.


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N26
N26 provides international money transfer, investment, overdraft, and cash withdrawal and deposit at stores to their customers.


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NFP
Club Member since https://nfp.com/
NFP is an insurance broker and consultant that provides property and casualty (P&C), corporate benefits, retirement and individual solutions through our licensed subsidiaries and affiliates.


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Northwestern Mutual
Northwestern Mutual is a financial services company that offers a variety of insurance and investment solutions.


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Planswell
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.


Q-Hedge Technologies
Marie Quantier is launched by Q-Hedge Technologies. It helps HNWI engage with financial markets and make their own investing decision.


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Raymond James
Raymond James providing financial services to individuals, corporations and municipalities through its subsidiary companies engaged primarily in investment and financial planning, in addition to capital markets and asset management.


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RightCapital
RightCapital is a financial planning software for advisors.