List of Companies
114
Club Members
377
Total Companies
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FinFolio
Club Member since November 2018
FinFolio is a software company that provides professional investment management software to investment advisors and money managers.
FinMason
Club Member since March 2019
FinMason is the independent investment analytics engine for financial services platforms.
First Rate
Club Member since January 2019
First Rate helps wealth management companies grow, thrive as stewards of their clients' investments, and foster superior client relationships.
Folio Institutional
Club Member since December 2017
Folio Institutional is a leading brokerage, custody and financial technology company all in one.
FutureAdvisor
Club Member since September 2018
FutureAdvisor is an investment advisory firm serving clients nationwide.
GeoWealth
Club Member since July 2019
GeoWealth is a provider of cloud-based wealth management platform for advisors and institutional investors.
Gravity Investments
Club Member since November 2018
Gravity Investments is an Institutional RoboAdvisor.
Hedgeable
Club Member since November 2017
Hedgeable is known as an innovator due to the AI module, investing strategies, and downside protection.
HiddenLevers
Club Member since September 2019
HiddenLevers is a portfolio stress testing platform for financial advisors worldwide.
Huygens Capital
Club Member since June 2019
Huygens is a tactical robo-advisor and liquid alternative investment manager.
