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.
Preqin provides information for the alternative assets industry, providing data and analysis via online databases, publications and complimentary research reports.
Quantifeed is a B2B financial technology company that provides an automated investment platform to allow banks, brokers and wealth planners to offer their customers a digital investing experience under their own brand.
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.