List of Companies
114
Club Members
377
Total Companies
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Hydrogen
Club Member since August 2018
The Hydrogen platform features powerful REST APIs with modules built for fintech.
iCapital Network
Club Member since January 2019
iCapital Network is a financial technology platform that provides modular alternative investment solutions for registered investment advisors, broker-dealers, private banks, family offices and other sophisticated investors.
InvestEdge
Club Member since October 2018
InvestEdge is a provider of wealth management solutions to large banks, trust companies, brokerage firms.
Investment POD
Club Member since December 2018
Investment POD builds an online presence cost effectively to help scale your business.
Jemstep
Club Member since February 2019
Jemstep is a wholly-owned, indirect subsidiary committed to maintaining an open investment platform for financial advisors, RIAs, IBDs, banks and insurers.
Kingswood U.S.
Club Member since Since April 2021
A network of wealth management firms that oversees more than $2.1 billion in client assets.
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.
M1 Finance
Club Member since August 2018
M1 Finance is an automated investing platform providing highly customizable strategy management with a great digital interface for free.
Nest Wealth
Club Member since March 2019
Nest Wealth provides investment management services.
NewRetirement
Club Member since June 2020
NewRetirement develops a retirement planning tool offering a combination of automated financial and retirement planning services.
