List of Companies
114
Club Members
377
Total Companies
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NexJ
Club Member since January 2018
NexJ is a global provider of cloud-based solutions for intelligent customer management used by large enterprises.
Openinvest
Club Member since May 2019
OpenInvest is a Public Benefit Corporation (PBC) dedicated to using technology to bring honesty and transparency to financial services.
Oranj
Club Member since October 2018
Oranj is focused on creating the best digital experience for enabling financial advisers to help clients effectively manage their financial lives and personal goals.
Orion Advisor Services
Club Member since May 2019
Orion Advisor Services is a privately held portfolio accounting service bureau for financial advisors.
Polaris Portfolios
Club Member since February 2019
Polaris Portfolios is an automated investment service helping individuals and their families receive fiduciary-driven investment advice and achieve their financial goals.
Portfolio Pathway
Club Member since October 2018
Portfolio Pathway provides a web-based platform that encompasses portfolio management, rebalancing, trade order management, performance reporting and fee billing.
Practifi
Club Member since May 2019
Practifi is the business management platform for financial advice, retirement and insurance.
Responsive AI
Club Member since September 2019
Responsive AI is the only enterprise wealth solution focused on machine intelligence enhanced human advice.
Riskalyze
Club Member since September 2018
Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance to find investments that fit them.
Smartleaf
Club Member since July 2018
Smartleaf is a rebalancing and portfolio management platform that empowers advisors to deliver more to their clients.
